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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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 |
More positions owned by Williams Jones Wealth Management
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