Tyler Stone Wealth Management Schwab Charles Corp Transaction History

Tyler Stone Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$70.03 - $78.9 $140 - $157	2 Added 0.39%	514 $37,000
Q1 2024 May 15, 2024	SELL	$61.89 - $72.38 $35,153 - $41,111	-568 Reduced 52.59%	512 $37,000
Q4 2023 Feb 14, 2024	BUY	$49.33 - $70.98 $33,544 - $48,266	680 Added 170.0%	1,080 $74,000
Q2 2023 Aug 14, 2023	BUY	$47.37 - $57.14 $8,526 - $10,285	180 Added 81.82%	400 $23,000
Q4 2022 Feb 14, 2023	BUY	$67.43 - $83.26 $14,834 - $18,317	220 New	220 $18,000

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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