Teamwork Financial Advisors, LLC Schwab Charles Corp Transaction History

Teamwork Financial Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	BUY	$49.33 - $70.98 $143,648 - $206,693	2,912 New	2,912 $200,000
Q1 2023 Apr 06, 2023	SELL	$51.91 - $85.6 $27,512 - $45,368	-530 Reduced 11.2%	4,203 $220,000
Q4 2022 Jan 17, 2023	SELL	$67.43 - $83.26 $15,104 - $18,650	-224 Reduced 4.52%	4,733 $0
Q3 2022 Oct 12, 2022	SELL	$21.16 - $74.92 $57,428 - $203,332	-2,714 Reduced 35.38%	4,957 $356,000
Q2 2022 Jul 22, 2022	SELL	$59.99 - $83.83 $1.51 Million - $2.11 Million	-25,114 Reduced 76.6%	7,671 $485,000
Q1 2022 Apr 18, 2022	BUY	$75.69 - $95.53 $1.01 Million - $1.27 Million	13,326 Added 68.48%	32,785 $2.76 Million
Q4 2021 Jan 31, 2022	SELL	$73.23 - $85.82 $49,503 - $58,014	-676 Reduced 3.36%	19,459 $1.64 Million
Q3 2021 Oct 13, 2021	SELL	$66.68 - $77.38 $8,535 - $9,904	-128 Reduced 0.63%	20,135 $1.47 Million
Q2 2021 Jul 13, 2021	BUY	$63.69 - $76.01 $18,979 - $22,650	298 Added 1.49%	20,263 $1.48 Million
Q1 2021 Apr 12, 2021	SELL	$51.54 - $67.65 $193,532 - $254,025	-3,755 Reduced 15.83%	19,965 $1.3 Million
Q4 2020 Feb 08, 2021	SELL	$36.75 - $53.04 $139,172 - $200,862	-3,787 Reduced 13.77%	23,720 $1.26 Million
Q3 2020 Oct 15, 2020	SELL	$33.02 - $36.28 $1.06 Million - $1.16 Million	-31,984 Reduced 53.76%	27,507 $997,000
Q2 2020 Jul 13, 2020	BUY	$31.75 - $42.82 $1.89 Million - $2.55 Million	59,491 New	59,491 $2.01 Million

2,074

1.51B

17.2M

22.9M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $129B
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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