News + Filings Holdings
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W.G. Shaheen & Associates DBA Whitney & Co
> SCHW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB CHARLES CORP | SCHW | 276,675 | 49,447 | 15,681,955,000 | -3,237,031,000 | $56,680.06 |
| 12/31/2022 | SCHWAB CHARLES CORP | SCHW | 227,228 | 1,338 | 18,918,986,000 | 18,902,751,000 | $83,259.92 |
| 09/30/2022 | SCHWAB CHARLES CORP | SCHW | 225,890 | 1,087 | 16,235,000 | 2,032,000 | $71.87 |
| 06/30/2022 | SCHWAB CHARLES CORP | SCHW | 224,803 | 39,654 | 14,203,000 | -1,407,000 | $63.18 |
| 03/31/2022 | SCHWAB CHARLES CORP | SCHW | 185,149 | 1,254 | 15,610,000 | 144,000 | $84.31 |
| 12/31/2021 | SCHWAB CHARLES CORP | SCHW | 183,895 | -441 | 15,466,000 | 2,039,000 | $84.10 |
| 09/30/2021 | SCHWAB CHARLES CORP | SCHW | 184,336 | 1,362 | 13,427,000 | 105,000 | $72.84 |
| 06/30/2021 | SCHWAB CHARLES CORP | SCHW | 182,974 | 1,693 | 13,322,000 | 1,506,000 | $72.81 |
| 03/31/2021 | SCHWAB CHARLES CORP | SCHW | 181,281 | 1,991 | 11,816,000 | 1,738,000 | $65.18 |
| 12/31/2020 | SCHWAB CHARLES CORP | SCHW | 179,290 | -3,384 | 10,078,000 | 3,460,000 | $56.21 |
| 09/30/2020 | SCHWAB CHARLES CORP | SCHW | 182,674 | 161 | 6,618,000 | 460,000 | $36.23 |
| 06/30/2020 | SCHWAB CHARLES CORP | SCHW | 182,513 | 806 | 6,158,000 | 49,000 | $33.74 |
| 03/31/2020 | SCHWAB CHARLES CORP | SCHW | 181,707 | -2,015 | 6,109,000 | -2,629,000 | $33.62 |
| 12/31/2019 | SCHWAB CHARLES CORP | SCHW | 183,722 | -240 | 8,738,000 | 787,000 | $47.56 |
| 09/30/2019 | SCHWAB CHARLES CORP | SCHW | 183,962 | 86,871 | 7,951,000 | 4,049,000 | $43.22 |
| 06/30/2019 | SCHWAB CHARLES CORP | SCHW | 97,091 | 1,680 | 3,902,000 | -466,000 | $40.19 |
| 03/31/2019 | SCHWAB CHARLES CORP | SCHW | 95,411 | 11,291 | 4,368,000 | 398,000 | $45.78 |
| 12/31/2018 | SCHWAB CHARLES CORP | SCHW | 84,120 | -16,097 | 3,970,000 | -904,000 | $47.19 |
| 09/30/2018 | SCHWAB CHARLES CORP | SCHW | 100,217 | 5,513 | 4,874,000 | 35,000 | $48.63 |
| 06/30/2018 | SCHWAB CHARLES CORP | SCHW | 94,704 | 61,360 | 4,839,000 | 3,098,000 | $51.10 |
| 03/31/2018 | SCHWAB CHARLES CORP | SCHW | 33,344 | 28,600 | 1,741,000 | 1,497,000 | $52.21 |
| 12/31/2017 | SCHWAB CHARLES CORP | SCHW | 4,744 | 4,744 | 244,000 | 244,000 | $51.43 |
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