Tarbox Family Office, Inc. Schwab Charles Corp Transaction History

Tarbox Family Office, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$59.99 - $83.83 $45,592 - $63,710	-760 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$75.69 - $95.53 $15,365 - $19,392	-203 Reduced 21.08%	760 $64,000
Q4 2021 Jan 06, 2022	BUY	$73.23 - $85.82 $1,684 - $1,973	23 Added 2.45%	963 $81,000
Q3 2021 Oct 12, 2021	SELL	$66.68 - $77.38 $1,333 - $1,547	-20 Reduced 2.08%	940 $68,000
Q2 2021 Jul 16, 2021	BUY	$63.69 - $76.01 $2,292 - $2,736	36 Added 3.9%	960 $70,000
Q1 2021 Apr 27, 2021	BUY	$51.54 - $67.65 $721 - $947	14 Added 1.54%	924 $60,000
Q4 2020 Jan 27, 2021	BUY	$36.75 - $53.04 $2,205 - $3,182	60 Added 7.06%	910 $48,000
Q3 2020 Oct 22, 2020	BUY	$33.02 - $36.28 $5,976 - $6,566	181 Added 27.06%	850 $31,000
Q2 2020 Jul 23, 2020	SELL	$31.75 - $42.82 $7,969 - $10,747	-251 Reduced 27.28%	669 $23,000
Q1 2020 Apr 30, 2020	BUY	$28.43 - $49.0 $7,192 - $12,397	253 Added 37.93%	920 $31,000
Q4 2019 Jan 31, 2020	BUY	$35.1 - $51.07 $772 - $1,123	22 Added 3.41%	667 $32,000
Q3 2019 Oct 25, 2019	SELL	$36.12 - $44.28 $650 - $797	-18 Reduced 2.71%	645 $27,000
Q2 2018 Jul 31, 2018	SELL	$50.11 - $59.59 $2,004 - $2,383	-40 Reduced 5.69%	663 $34,000
Q1 2018 Apr 25, 2018	BUY	$48.9 - $57.76 $1,956 - $2,310	40 Added 6.03%	703 $37,000
Q4 2017 Jan 29, 2018	SELL	$43.27 - $52.28 $41,928 - $50,659	-969 Reduced 59.38%	663 $34,000
Q3 2017 Oct 19, 2017	BUY	$38.11 - $44.04 $62,195 - $71,873	1,632	1,632 $71,000

2,081

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

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