Triad Investment Management Schwab Charles Corp Transaction History

Triad Investment Management

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	BUY	$49.33 - $70.98 $4,883 - $7,027	99 Added 2.47%	4,100 $282,000
Q2 2023 Jul 10, 2023	SELL	$47.37 - $57.14 $189 - $228	-4 Reduced 0.1%	4,001 $226,000
Q4 2020 Jan 20, 2021	BUY	$36.75 - $53.04 $147,183 - $212,425	4,005 New	4,005 $212,000

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 ...

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