True Private Wealth Advisors Schwab Charles Corp Transaction History

True Private Wealth Advisors

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$70.03 - $78.9 $280 - $315	-4 Reduced 0.13%	3,084 $227,000
Q1 2024 Apr 25, 2024	BUY	$61.89 - $72.38 $3,403 - $3,980	55 Added 1.81%	3,088 $223,000
Q4 2023 Jan 30, 2024	BUY	$49.33 - $70.98 $149,617 - $215,282	3,033 New	3,033 $208,000
Q1 2021 May 12, 2021	SELL	$51.54 - $67.65 $10,617 - $13,935	-206 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$35.1 - $51.07 $178,272 - $259,384	-5,079 Reduced 96.1%	206 $9,000
Q3 2019 Oct 09, 2019	SELL	$36.12 - $44.28 $3,611 - $4,428	-100 Reduced 1.86%	5,285 $221,000
Q2 2019 Aug 01, 2019	SELL	$39.15 - $46.26 $8,965 - $10,593	-229 Reduced 4.08%	5,385 $216,000
Q1 2019 Apr 25, 2019	SELL	$40.72 - $47.98 $34,652 - $40,830	-851 Reduced 13.16%	5,614 $240,000
Q4 2018 Jan 14, 2019	BUY	$38.25 - $52.17 $191,441 - $261,110	5,005 Added 342.81%	6,465 $268,000
Q3 2018 Oct 18, 2018	BUY	$49.15 - $54.22 $71,759 - $79,161	1,460 New	1,460 $0

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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