Wcm Investment Management, LLC Schwab Charles Corp Transaction History

Wcm Investment Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 07, 2020	SELL	$35.1 - $51.07 $65.8 Million - $95.8 Million	-1,875,212 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$36.12 - $44.28 $3.5 Million - $4.29 Million	96,866 Added 5.45%	1,875,212 $78.4 Million
Q2 2019 Aug 06, 2019	SELL	$39.15 - $46.26 $50.9 Million - $60.1 Million	-1,299,398 Reduced 42.22%	1,778,346 $71.5 Million
Q1 2019 May 13, 2019	BUY	$40.72 - $47.98 $63.2 Million - $74.5 Million	1,553,184 Added 101.88%	3,077,744 $132 Million
Q4 2018 Feb 11, 2019	BUY	$38.25 - $52.17 $3.98 Million - $5.42 Million	103,952 Added 7.32%	1,524,560 $63.3 Million
Q3 2018 Nov 01, 2018	BUY	$49.15 - $54.22 $3.73 Million - $4.11 Million	75,813 Added 5.64%	1,420,608 $69.8 Million
Q2 2018 Aug 14, 2018	BUY	$50.11 - $59.59 $11.2 Million - $13.3 Million	223,103 Added 19.89%	1,344,795 $68.7 Million
Q1 2018 May 10, 2018	SELL	$48.9 - $57.76 $53.1 Million - $62.7 Million	-1,085,368 Reduced 49.18%	1,121,692 $58.6 Million
Q4 2017 Feb 06, 2018	BUY	$43.27 - $52.28 $53 Million - $64.1 Million	1,225,146 Added 124.77%	2,207,060 $113 Million
Q3 2017 Nov 06, 2017	BUY	$38.11 - $44.04 $37.4 Million - $43.2 Million	981,914	981,914 $42.9 Million

2,108

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $152B
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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