CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $20,946,369 | 342,765 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $20,971,150 | 308,490 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $20,326,016 | 277,299 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $23,379,296 | 303,864 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $26,282,811 | 303,672 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $29,725,565 | 305,316 | Shares | Sole | 2024-11-12 |