Yorktown Management & Research CO Inc Schwab Charles Corp Transaction History

Yorktown Management & Research CO Inc

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	BUY	$21.16 - $74.92 $95,220 - $337,140	4,500 New	4,500 $323,000
Q1 2022 Apr 29, 2022	SELL	$75.69 - $95.53 $270,591 - $341,519	-3,575 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$73.23 - $85.82 $47,599 - $55,782	-650 Reduced 15.38%	3,575 $301,000
Q1 2021 May 11, 2021	SELL	$51.54 - $67.65 $336,298 - $441,416	-6,525 Reduced 60.7%	4,225 $275,000
Q4 2020 Feb 11, 2021	BUY	$36.75 - $53.04 $395,062 - $570,180	10,750 New	10,750 $570,000
Q3 2020 Nov 06, 2020	SELL	$33.02 - $36.28 $321,945 - $353,730	-9,750 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$31.75 - $42.82 $309,562 - $417,495	9,750 New	9,750 $329,000
Q1 2019 May 13, 2019	SELL	$40.72 - $47.98 $240,248 - $283,082	-5,900 Closed	0 $0
Q3 2018 Nov 08, 2018	BUY	$49.15 - $54.22 $68,810 - $75,908	1,400 Added 31.11%	5,900 $290,000
Q2 2018 Aug 10, 2018	BUY	$50.11 - $59.59 $225,495 - $268,155	4,500 New	4,500 $230,000
Q3 2017 Nov 08, 2017	SELL	$38.11 - $44.04 $190,550 - $220,200	-5,000 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	5,000	5,000 $215,000

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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