David Rolfe Schwab Charles Corp Transaction History

Wedgewood Partners Inc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 14, 2019	SELL	$36.12 - $44.28 $269,997 - $330,993	-7,475 Reduced 7.6%	90,925 $3.8 Million
Q2 2019 Aug 14, 2019	SELL	$39.15 - $46.26 $31.7 Million - $37.5 Million	-810,598 Reduced 89.17%	98,400 $3.95 Million
Q1 2019 May 15, 2019	SELL	$40.72 - $47.98 $31.8 Million - $37.5 Million	-781,645 Reduced 46.23%	908,998 $38.9 Million
Q4 2018 Feb 14, 2019	BUY	$38.25 - $52.17 $6.39 Million - $8.71 Million	167,009 Added 10.96%	1,690,643 $70.2 Million
Q3 2018 Nov 14, 2018	SELL	$49.15 - $54.22 $4.63 Million - $5.11 Million	-94,240 Reduced 5.82%	1,523,634 $74.9 Million
Q2 2018 Aug 14, 2018	BUY	$50.11 - $59.59 $5.12 Million - $6.09 Million	102,170 Added 6.74%	1,617,874 $82.7 Million
Q1 2018 May 15, 2018	SELL	$48.9 - $57.76 $10.7 Million - $12.6 Million	-218,183 Reduced 12.58%	1,515,704 $79.1 Million
Q4 2017 Feb 14, 2018	SELL	$43.27 - $52.28 $25.7 Million - $31 Million	-593,873 Reduced 25.51%	1,733,887 $89.1 Million
Q3 2017 Nov 14, 2017	BUY	$38.11 - $44.04 $88.7 Million - $103 Million	2,327,760	2,327,760 $102 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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