News + Filings Holdings
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Williams Jones Wealth Management, LLC.
> SCHW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB CHARLES CORP | SCHW | 9,247 | -23,675 | 524,146,000 | -1,200,308,000 | $56,682.82 |
| 03/31/2023 | SCHWAB CHARLES CORP | SCHW | 32,922 | -3,987 | 1,724,454,000 | -1,348,589,000 | $52,379.99 |
| 12/31/2022 | SCHWAB CHARLES CORP | SCHW | 36,909 | -39 | 3,073,043,000 | 3,070,388,000 | $83,259.99 |
| 09/30/2022 | SCHWAB CHARLES CORP | SCHW | 36,948 | 3,518 | 2,655,000 | 543,000 | $71.86 |
| 06/30/2022 | SCHWAB CHARLES CORP | SCHW | 33,430 | 1,166 | 2,112,000 | -608,000 | $63.18 |
| 03/31/2022 | SCHWAB CHARLES CORP | SCHW | 32,264 | -3,629 | 2,720,000 | -299,000 | $84.30 |
| 12/31/2021 | SCHWAB CHARLES CORP | SCHW | 35,893 | -648 | 3,019,000 | 357,000 | $84.11 |
| 09/30/2021 | SCHWAB CHARLES CORP | SCHW | 36,541 | -2,830 | 2,662,000 | -205,000 | $72.85 |
| 06/30/2021 | SCHWAB CHARLES CORP | SCHW | 39,371 | 7,330 | 2,867,000 | 1,168,000 | $72.82 |
| 12/31/2020 | SCHWAB CHARLES CORP | SCHW | 32,041 | 8,717 | 1,699,000 | 854,000 | $53.03 |
| 09/30/2020 | SCHWAB CHARLES CORP | SCHW | 23,324 | 12,409 | 845,000 | 477,000 | $36.23 |
| 06/30/2020 | SCHWAB CHARLES CORP | SCHW | 10,915 | -1,385 | 368,000 | -46,000 | $33.72 |
| 03/31/2020 | SCHWAB CHARLES CORP | SCHW | 12,300 | -6,613 | 414,000 | -486,000 | $33.66 |
| 12/31/2019 | SCHWAB CHARLES CORP | SCHW | 18,913 | -255,695 | 900,000 | -10,587,000 | $47.59 |
| 09/30/2019 | SCHWAB CHARLES CORP | SCHW | 274,608 | 274,608 | 11,487,000 | 11,487,000 | $41.83 |
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