Trinity Financial Advisors LLC Schwab Charles Corp Transaction History

Trinity Financial Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$61.89 - $72.38 $287,912 - $336,711	-4,652 Reduced 59.53%	3,163 $228,000
Q4 2023 Feb 05, 2024	SELL	$49.33 - $70.98 $17,117 - $24,630	-347 Reduced 4.25%	7,815 $537,000
Q3 2023 Oct 18, 2023	BUY	$54.2 - $67.94 $14,254 - $17,868	263 Added 3.33%	8,162 $448,000
Q2 2023 Jul 20, 2023	BUY	$47.37 - $57.14 $67,170 - $81,024	1,418 Added 21.88%	7,899 $447,000
Q1 2023 Apr 10, 2023	BUY	$51.91 - $85.6 $336,428 - $554,773	6,481 New	6,481 $339,000

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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