Zwj Investment Counsel Inc Schwab Charles Corp Transaction History

Zwj Investment Counsel Inc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$70.03 - $78.9 $210,090 - $236,700	-3,000 Reduced 42.73%	4,021 $296,000
Q1 2024 Apr 26, 2024	BUY	$61.89 - $72.38 $434,529 - $508,179	7,021 New	7,021 $507,000
Q1 2018 Apr 24, 2018	SELL	$48.9 - $57.76 $981,716 - $1.16 Million	-20,076 Closed	0 $0
Q4 2017 Feb 01, 2018	BUY	$43.27 - $52.28 $72,477 - $87,569	1,675 Added 9.1%	20,076 $1.03 Million
Q3 2017 Nov 03, 2017	BUY	$38.11 - $44.04 $701,262 - $810,380	18,401	18,401 $805,000

2,083

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $140B
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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