News + Filings Holdings
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Beta Wealth Group, Inc.
> SCHW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB CHARLES CORP | SCHW | 4,900 | 600 | 277,732,000 | 52,498,000 | $56,680.00 |
| 03/31/2023 | SCHWAB CHARLES CORP | SCHW | 4,300 | 800 | 225,234,000 | 225,013,000 | $52,380.00 |
| 06/30/2022 | SCHWAB CHARLES CORP | SCHW | 3,500 | 300 | 221,000 | -49,000 | $63.14 |
| 03/31/2022 | SCHWAB CHARLES CORP | SCHW | 3,200 | 3,200 | 270,000 | 270,000 | $84.38 |
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