Charles Schwab Corporation shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $494k | 5.2k | 95.47 |
| 2025-06-30 | $486k | 5.3k | 91.24 |
| 2025-03-31 | $237k | 3.0k | 78.28 |
| 2024-12-31 | $256k | 3.5k | 74.01 |
| 2024-09-30 | $219k | 3.4k | 64.81 |
| 2024-06-30 | $268k | 3.6k | 73.69 |
| 2024-03-31 | $324k | 4.5k | 72.34 |
| 2023-09-30 | $465k | 8.5k | 54.90 |
| 2023-06-30 | $524k | 9.2k | 56.68 |
| 2023-03-31 | $1.7M | 33k | 52.38 |
| 2022-12-31 | $3.1M | 37k | 83.26 |
| 2022-09-30 | $2.7M | 37k | 71.86 |
| 2022-06-30 | $2.1M | 33k | 63.18 |
| 2022-03-31 | $2.7M | 32k | 84.30 |
| 2021-12-31 | $3.0M | 36k | 84.11 |
| 2021-09-30 | $2.7M | 37k | 72.85 |
| 2021-06-30 | $2.9M | 39k | 72.82 |
| 2021-03-31 | $2.5M | 38k | 65.18 |
| 2020-12-31 | $1.7M | 32k | 53.03 |
| 2020-09-30 | $845k | 23k | 36.23 |
| 2020-06-30 | $368k | 11k | 33.72 |
| 2020-03-31 | $414k | 12k | 33.66 |
| 2019-12-31 | $900k | 19k | 47.59 |
| 2019-09-30 | $12M | 275k | 41.83 |
More positions owned by Williams Jones Wealth Management
View all positions for Williams Jones Wealth Management