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West Financial Advisors, LLC
> SCHW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | SCHWAB CHARLES CORP | SCHW | 12,600 | 0 | 691,740,000 | -22,428,000 | $54,900.00 |
| 06/30/2023 | SCHWAB CHARLES CORP | SCHW | 12,600 | 0 | 714,168,000 | -334,908,000 | $56,680.00 |
| 12/31/2022 | SCHWAB CHARLES CORP | SCHW | 12,600 | 0 | 1,049,076,000 | 1,048,170,000 | $83,260.00 |
| 09/30/2022 | SCHWAB CHARLES CORP | SCHW | 12,600 | 0 | 906,000 | 110,000 | $71.90 |
| 06/30/2022 | SCHWAB CHARLES CORP | SCHW | 12,600 | 0 | 796,000 | -266,000 | $63.17 |
| 03/31/2022 | SCHWAB CHARLES CORP | SCHW | 12,600 | 0 | 1,062,000 | 2,000 | $84.29 |
| 12/31/2021 | SCHWAB CHARLES CORP | SCHW | 12,600 | 0 | 1,060,000 | 142,000 | $84.13 |
| 09/30/2021 | SCHWAB CHARLES CORP | SCHW | 12,600 | 12,600 | 918,000 | 918,000 | $72.86 |
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