Charles Schwab · WELL Holdings Trend
Welltower · SEC 13F
Charles Schwab Holdings of WELL by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 6.0M | $561M | — |
| 2024Q2 | 6.0M | $628M | +11.8% |
| 2024Q3 | 6.1M | $777M | +23.8% |
| 2024Q4 | 6.1M | $766M | -1.4% |
| 2025Q1 | 7.0M | $1.1B | +39.1% |
| 2025Q2 | 7.3M | $1.1B | +5.7% |
| 2025Q3 | 14.9M | $2.5B | +120.8% |
| 2025Q4 | 8.4M | $1.6B | -37.3% |
| 2026Q1 | 8.8M | $1.7B | +11.9% |
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Data source: SEC EDGAR Form 13F