Wilkinson Global Asset Management LLC Schwab Charles Corp Transaction History

Wilkinson Global Asset Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$51.91 - $85.6 $2.73 Million - $4.51 Million	-52,660 Reduced 12.46%	369,849 $19.4 Million
Q4 2022 Jan 31, 2023	SELL	$67.43 - $83.26 $106,876 - $131,967	-1,585 Reduced 0.37%	422,509 $35.2 Million
Q3 2022 Oct 19, 2022	BUY	$21.16 - $74.92 $51,207 - $181,306	2,420 Added 0.57%	424,094 $30.5 Million
Q2 2022 Jul 26, 2022	SELL	$59.99 - $83.83 $1.13 Million - $1.58 Million	-18,888 Reduced 4.29%	421,674 $26.6 Million
Q1 2022 May 09, 2022	BUY	$75.69 - $95.53 $937,572 - $1.18 Million	12,387 Added 2.89%	440,562 $37.1 Million
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $74,328 - $87,107	1,015 Added 0.24%	428,175 $36 Million
Q3 2021 Nov 15, 2021	BUY	$66.68 - $77.38 $750,816 - $871,298	11,260 Added 2.71%	427,160 $31.1 Million
Q2 2021 Aug 16, 2021	SELL	$63.69 - $76.01 $142,347 - $169,882	-2,235 Reduced 0.53%	415,900 $30.3 Million
Q1 2021 Apr 28, 2021	BUY	$51.54 - $67.65 $21.6 Million - $28.3 Million	418,135 New	418,135 $27.3 Million

2,102

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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