Verus Capital Partners, LLC Schwab Charles Corp Transaction History

Verus Capital Partners, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$70.03 - $78.9 $154,906 - $174,526	2,212 Added 67.89%	5,470 $403,000
Q1 2024 May 07, 2024	BUY	$61.89 - $72.38 $247 - $289	4 Added 0.12%	3,258 $235,000
Q4 2023 Feb 09, 2024	SELL	$49.33 - $70.98 $49,330 - $70,980	-1,000 Reduced 23.51%	3,254 $223,000
Q3 2023 Nov 01, 2023	SELL	$54.2 - $67.94 $23,848 - $29,893	-440 Reduced 9.37%	4,254 $233,000
Q2 2023 Jul 31, 2023	SELL	$47.37 - $57.14 $79,818 - $96,280	-1,685 Reduced 26.41%	4,694 $266,000
Q1 2023 May 09, 2023	BUY	$51.91 - $85.6 $331,133 - $546,042	6,379 New	6,379 $334,000
Q1 2022 Aug 09, 2022	SELL	$75.69 - $95.53 $75,387 - $95,147	-996 Closed	0 $0
Q1 2020 May 26, 2020	BUY	$28.43 - $49.0 $7,533 - $12,985	265 Added 36.25%	996 $33,000
Q4 2019 Feb 27, 2020	BUY	$35.1 - $51.07 $25,658 - $37,332	731 New	731 $35,000

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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