Taylor Wealth Management Partners Schwab Charles Corp Transaction History

Taylor Wealth Management Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 14, 2019	SELL	$40.72 - $47.98 $4,072 - $4,798	-100 Closed	0 $0
Q4 2018 Jan 14, 2019	SELL	$38.25 - $52.17 $2.89 Million - $3.95 Million	-75,655 Reduced 99.87%	100 $4,000
Q3 2018 Oct 23, 2018	SELL	$49.15 - $54.22 $907,554 - $1 Million	-18,465 Reduced 19.6%	75,755 $3.72 Million
Q2 2018 Jul 27, 2018	SELL	$50.11 - $59.59 $38,083 - $45,288	-760 Reduced 0.8%	94,220 $4.82 Million
Q1 2018 Apr 11, 2018	SELL	$48.9 - $57.76 $508,071 - $600,126	-10,390 Reduced 9.86%	94,980 $4.96 Million
Q4 2017 Feb 01, 2018	BUY	$43.27 - $52.28 $2.18 Million - $2.64 Million	50,465 Added 91.91%	105,370 $5.41 Million
Q3 2017 Oct 13, 2017	BUY	$38.11 - $44.04 $2.09 Million - $2.42 Million	54,905	54,905 $2.4 Million

2,083

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $140B
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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