News + Filings Holdings
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Wealthspire Advisors, L.P.
> SCHW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2020 | SCHWAB CHARLES CORP | SCHW | 0 | -10,260 | 0 | -346,000 | |
| 06/30/2020 | SCHWAB CHARLES CORP | SCHW | 10,260 | 1,748 | 346,000 | 60,000 | $33.72 |
| 03/31/2020 | SCHWAB CHARLES CORP | SCHW | 8,512 | -16,656 | 286,000 | -911,000 | $33.60 |
| 12/31/2019 | SCHWAB CHARLES CORP | SCHW | 25,168 | -7,119 | 1,197,000 | -154,000 | $47.56 |
| 09/30/2019 | SCHWAB CHARLES CORP | SCHW | 32,287 | -4,274 | 1,351,000 | -118,000 | $41.84 |
| 06/30/2019 | SCHWAB CHARLES CORP | SCHW | 36,561 | 336 | 1,469,000 | -80,000 | $40.18 |
| 03/31/2019 | SCHWAB CHARLES CORP | SCHW | 36,225 | 109 | 1,549,000 | 49,000 | $42.76 |
| 12/31/2018 | SCHWAB CHARLES CORP | SCHW | 36,116 | -1,736 | 1,500,000 | -360,000 | $41.53 |
| 09/30/2018 | SCHWAB CHARLES CORP | SCHW | 37,852 | 1,521 | 1,860,000 | 3,000 | $49.14 |
| 06/30/2018 | SCHWAB CHARLES CORP | SCHW | 36,331 | -453 | 1,857,000 | -64,000 | $51.11 |
| 03/31/2018 | SCHWAB CHARLES CORP | SCHW | 36,784 | -209 | 1,921,000 | 21,000 | $52.22 |
| 12/31/2017 | SCHWAB CHARLES CORP | SCHW | 36,993 | 3,772 | 1,900,000 | 447,000 | $51.36 |
| 09/30/2017 | SCHWAB CHARLES CORP | SCHW | 33,221 | -203 | 1,453,000 | 17,000 | $43.74 |
| 06/30/2017 | SCHWAB CHARLES CORP | SCHW | 33,424 | 9,388 | 1,436,000 | 455,000 | $42.96 |
| 03/31/2017 | SCHWAB CHARLES CORP | SCHW | 24,036 | 8,640 | 981,000 | 373,000 | $40.81 |
| 12/31/2016 | SCHWAB CHARLES CORP | SCHW | 15,396 | 5,435 | 608,000 | 294,000 | $39.49 |
| 09/30/2016 | SCHWAB CHARLES CORP | SCHW | 9,961 | 2,911 | 314,000 | 136,000 | $31.52 |
| 06/30/2016 | SCHWAB CHARLES CORP | SCHW | 7,050 | -118 | 178,000 | -23,000 | $25.25 |
| 03/31/2016 | SCHWAB CHARLES CORP | SCHW | 7,168 | 7,168 | 201,000 | 201,000 | $28.04 |
| 12/31/2015 | SCHWAB CHARLES CORP | SCHW | 1,496 | 1,496 | 49,000 | 49,000 | $32.75 |
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