The first Charles Schwab trade was made in Q4 2014.
Since then Jim Simons bought shares twelve more times and sold shares on eight occasions. The investor sold all their shares in Q4 2023 and doesn't own any shares in Charles Schwab anymore.
Avg closing price
Price range
Sold -3.35 Million shares
Q4 2023
Avg closing price
$57.75
Price range
$49.33
-
$70.98
Increased shares by 4.3% (+138 Thousand shares)
Q3 2023
Avg closing price
$60.44
Price range
$54.20
-
$67.94
Increased shares by 307.7% (+2.42 Million shares)
Q2 2023
Avg closing price
$52.38
Price range
$47.37
-
$57.14
New holding (+788 Thousand shares)
Q1 2023
Avg closing price
$73.23
Price range
$51.91
-
$85.62
Sold -2.84 Million shares
Q3 2020
Avg closing price
$34.79
Price range
$33.02
-
$36.28
Increased shares by 16.8% (+409 Thousand shares)
Q2 2020
Avg closing price
$35.82
Price range
$31.75
-
$42.82
Increased shares by 170.7% (+1.53 Million shares)
Q1 2020
Avg closing price
$41.97
Price range
$28.43
-
$49.00
New holding (+899 Thousand shares)
Q4 2019
Avg closing price
$44.08
Price range
$35.10
-
$51.07
Sold -3.35 Million shares
Q3 2019
Avg closing price
$40.36
Price range
$36.12
-
$44.28
Increased shares by 17.4% (+498 Thousand shares)
Q2 2019