Zevenbergen Capital Investments LLC Schwab Charles Corp Transaction History

Zevenbergen Capital Investments LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 07, 2020	SELL	$35.1 - $51.07 $26.1 Million - $37.9 Million	-742,309 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$36.12 - $44.28 $6.45 Million - $7.91 Million	-178,591 Reduced 19.39%	742,309 $31.1 Million
Q2 2019 Aug 13, 2019	SELL	$39.15 - $46.26 $6.6 Million - $7.8 Million	-168,625 Reduced 15.48%	920,900 $37 Million
Q1 2019 May 14, 2019	SELL	$40.72 - $47.98 $24.7 Million - $29 Million	-605,460 Reduced 35.72%	1,089,525 $46.6 Million
Q4 2018 Feb 14, 2019	SELL	$38.25 - $52.17 $231,259 - $315,419	-6,046 Reduced 0.36%	1,694,985 $70.4 Million
Q3 2018 Nov 13, 2018	SELL	$49.15 - $54.22 $620,764 - $684,798	-12,630 Reduced 0.74%	1,701,031 $83.6 Million
Q2 2018 Aug 14, 2018	SELL	$50.11 - $59.59 $10.3 Million - $12.3 Million	-205,845 Reduced 10.72%	1,713,661 $87.6 Million
Q1 2018 May 15, 2018	BUY	$48.9 - $57.76 $114,426 - $135,158	2,340 Added 0.12%	1,919,506 $100 Million
Q4 2017 Feb 14, 2018	SELL	$43.27 - $52.28 $989,152 - $1.2 Million	-22,860 Reduced 1.18%	1,917,166 $98.5 Million
Q3 2017 Nov 09, 2017	BUY	$38.11 - $44.04 $73.9 Million - $85.4 Million	1,940,026	1,940,026 $84.9 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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