Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$47.5

Avg closing price
Price range

15 Cathie Wood Charles Schwab Trades

The first Charles Schwab trade was made in Q4 2016. Since then Cathie Wood bought shares ten more times and sold shares on four occasions. The investor completely sold their stake between Q2 2021 and Q3 2021.

Avg closing price
Price range
Sold -495k shares Q3 2021
Avg closing price $71.42
Price range $66.68 - $77.38
Sold 30.7% shares (-219k shares) Q2 2021
Avg closing price $70.77
Price range $63.69 - $76.01
Increased shares by 46.9% (+228k shares) Q1 2021
Avg closing price $60.64
Price range $51.54 - $67.65
Increased shares by 126.2% (+271k shares) Q4 2020
Avg closing price $45.27
Price range $36.75 - $53.04
Increased shares by 539.8% (+181k shares) Q3 2020
Avg closing price $34.79
Price range $33.02 - $36.28
Sold 6.2% shares (-2.22k shares) Q2 2020
Avg closing price $35.82
Price range $31.75 - $42.82
Increased shares by 64.2% (+14k shares) Q1 2020
Avg closing price $41.97
Price range $28.43 - $49.00
Increased shares by 26.7% (+4.59k shares) Q4 2019
Avg closing price $44.08
Price range $35.10 - $51.07
Increased shares by 360.5% (+13.5k shares) Q1 2019
Avg closing price $45.15
Price range $40.72 - $47.98
Increased shares by 13.2% (+436 shares) Q3 2018
Avg closing price $51.07
Price range $49.15 - $54.22
Increased shares by 5.5% (+171 shares) Q2 2018
Avg closing price $55.39
Price range $50.11 - $59.59
Increased shares by 88.4% (+1.47k shares) Q1 2018
Avg closing price $53.59
Price range $48.90 - $57.76
New holding (+1.66k shares) Q4 2017
Avg closing price $46.98
Price range $43.27 - $52.28
Sold -62.5k shares Q2 2017
Avg closing price $40.03
Price range $37.53 - $43.01
New holding (+62.5k shares) Q4 2016
Avg closing price $35.73
Price range $30.90 - $40.47

News about Charles Schwab Corp. and Cathie Wood

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