True North Advisors, LLC Schwab Charles Corp Transaction History

True North Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$51.91 - $85.6 $57,100 - $94,160	1,100 Added 2.44%	46,100 $2.41 Million
Q1 2022 May 12, 2022	SELL	$75.69 - $95.53 $28,913 - $36,492	-382 Reduced 0.84%	45,000 $3.79 Million
Q4 2021 Feb 11, 2022	BUY	$73.23 - $85.82 $27,973 - $32,783	382 Added 0.85%	45,382 $3.82 Million
Q2 2021 Jun 07, 2022	BUY	$63.69 - $76.01 $2.87 Million - $3.42 Million	45,000 New	45,000 $3.28 Million
Q1 2021 Jun 07, 2022	SELL	$51.54 - $67.65 $2.32 Million - $3.04 Million	-45,000 Closed	0 $0
Q4 2020 May 20, 2022	SELL	$36.75 - $53.04 $189,593 - $273,633	-5,159 Reduced 10.29%	45,000 $2.39 Million
Q3 2020 May 20, 2022	BUY	$33.02 - $36.28 $5,250 - $5,768	159 Added 0.32%	50,159 $1.82 Million
Q2 2020 May 20, 2022	BUY	$31.75 - $42.82 $1.59 Million - $2.14 Million	50,000 New	50,000 $1.69 Million

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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