Tradition Wealth Management, LLC Schwab Charles Corp Transaction History

Tradition Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$49.33 - $70.98 $345 - $496	7 Added 0.35%	2,026 $139,000
Q3 2023 Nov 13, 2023	SELL	$54.2 - $67.94 $53,170 - $66,649	-981 Reduced 32.7%	2,019 $111,000
Q2 2023 Aug 14, 2023	BUY	$47.37 - $57.14 $39,174 - $47,254	827 Added 38.06%	3,000 $170,000
Q1 2023 May 11, 2023	BUY	$51.91 - $85.6 $33,481 - $55,211	645 Added 42.21%	2,173 $114,000
Q3 2022 Nov 14, 2022	BUY	$21.16 - $74.92 $32,332 - $114,477	1,528 New	1,528 $110,000
Q1 2022 May 11, 2022	SELL	$75.69 - $95.53 $2,573 - $3,248	-34 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $2,489 - $2,917	34 New	34 $3,000

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 $136B
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 ...

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Tradition Wealth Management, LLC with notifications on news.