Historical shareholding details of Williams Jones Wealth Management, LLC holdings in Charles Schwab Corp. (SCHW)

Monthly changes of Williams Jones Wealth Management, LLC shareholding in Charles Schwab Corp. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Mar 31, 2025	Williams Jones Wealth Management, Llc	3,024	0.00%

Dec 31, 2024	Williams Jones Wealth Management, Llc	3,453	0.00%

Sep 30, 2024	Williams Jones Wealth Management, Llc	3,372	0.00%

Jun 30, 2024	Williams Jones Wealth Management, Llc	3,639	0.00%

Mar 31, 2024	Williams Jones Wealth Management, Llc	4,478	0.00%

Dec 31, 2023	Williams Jones Wealth Management, Llc	6,398	0.00%

Sep 30, 2023	Williams Jones Wealth Management, Llc	8,464	0.00%

Jun 30, 2023	Williams Jones Wealth Management, Llc	9,247	0.00%

Mar 31, 2023	Williams Jones Wealth Management, Llc	32,922	0.00%

Dec 31, 2022	Williams Jones Wealth Management, Llc	36,909	0.00%