W.H. Cornerstone Investments Inc. Schwab Charles Corp Transaction History

W.H. Cornerstone Investments Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$70.03 - $78.9 $980 - $1,104	14 Added 0.34%	4,107 $303,000
Q1 2024 May 06, 2024	SELL	$61.89 - $72.38 $4,765 - $5,573	-77 Reduced 1.85%	4,093 $296,000
Q4 2023 Feb 06, 2024	BUY	$49.33 - $70.98 $205,706 - $295,986	4,170 New	4,170 $287,000
Q1 2023 Apr 17, 2023	BUY	$51.91 - $85.6 $149,760 - $246,955	2,885 Added 18.13%	18,798 $985,000
Q4 2022 Feb 01, 2023	BUY	$67.43 - $83.26 $106,471 - $131,467	1,579 Added 11.02%	15,913 $1.32 Million
Q3 2022 Nov 09, 2022	BUY	$21.16 - $74.92 $303,307 - $1.07 Million	14,334 New	14,334 $1.03 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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