Charles Schwab · WLTW Holdings Trend
Willis Towers Watson · SEC 13F
Charles Schwab Holdings of WLTW by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 579K | $159M | — |
| 2024Q2 | 591K | $155M | -2.7% |
| 2024Q3 | 593K | $175M | +12.7% |
| 2024Q4 | 605K | $189M | +8.5% |
| 2025Q1 | 608K | $205M | +8.4% |
| 2025Q2 | 610K | $187M | -9.0% |
| 2025Q3 | 1.2M | $414M | +121.6% |
| 2025Q4 | 602K | $198M | -52.3% |
| 2026Q1 | 618K | $180M | -9.1% |
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Data source: SEC EDGAR Form 13F