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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

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All positions including Charles Schwab Corporation held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
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