Charles Schwab Investment Management Inc Willis Towers Watson PLC Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 609,613 shares of WTW stock, worth $201 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
609,613
Previous 607,773 0.3%
Holding current value
$201 Million
Previous $205 Million 9.03%
% of portfolio
0.03%
Previous 0.04%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$295.96 - $337.43 $544,566 - $620,871
1,840 Added 0.3%
609,613 $187 Million
Q1 2025

Sep 15, 2025
SELL
$306.61 - $340.78 $564,162 - $627,035
-1,840 Reduced 0.3%
607,773 $205 Million
Q1 2025

May 09, 2025
BUY
$306.61 - $340.78 $946,505 - $1.05 Million
3,087 Added 0.51%
607,773 $205 Million
Q4 2024

Feb 06, 2025
BUY
$287.99 - $332.53 $3.5 Million - $4.04 Million
12,162 Added 2.05%
604,686 $188 Million
Q3 2024

Nov 12, 2024
BUY
$257.34 - $294.53 $459,609 - $526,030
1,786 Added 0.3%
592,524 $175 Million
Q2 2024

Aug 12, 2024
BUY
$249.68 - $273.44 $2.94 Million - $3.22 Million
11,765 Added 2.03%
590,738 $155 Million
Q1 2024

May 08, 2024
BUY
$238.87 - $277.57 $1.76 Million - $2.05 Million
7,374 Added 1.29%
578,973 $159 Million
Q4 2023

Feb 06, 2024
BUY
$203.53 - $247.6 $1.07 Million - $1.3 Million
5,241 Added 0.93%
571,599 $138 Million
Q3 2023

Nov 08, 2023
BUY
$196.4 - $235.08 $52,831 - $63,236
269 Added 0.05%
566,358 $118 Million
Q2 2023

Aug 09, 2023
SELL
$218.85 - $241.49 $325,867 - $359,578
-1,489 Reduced 0.26%
566,089 $133 Million
Q1 2023

May 11, 2023
SELL
$219.72 - $257.18 $316,177 - $370,082
-1,439 Reduced 0.25%
567,578 $132 Million
Q4 2022

Feb 13, 2023
BUY
$201.05 - $247.56 $845,616 - $1.04 Million
4,206 Added 0.74%
569,017 $139 Million
Q3 2022

Nov 14, 2022
BUY
$191.64 - $220.77 $2.09 Million - $2.4 Million
10,890 Added 1.97%
564,811 $113 Million
Q2 2022

Aug 15, 2022
SELL
$190.83 - $242.73 $7.85 Million - $9.98 Million
-41,123 Reduced 6.91%
553,921 $109 Million
Q1 2022

May 13, 2022
BUY
$216.82 - $243.39 $2.11 Million - $2.37 Million
9,744 Added 1.66%
595,044 $141 Million
Q4 2021

Feb 11, 2022
SELL
$225.84 - $248.52 $231,034 - $254,235
-1,023 Reduced 0.17%
585,300 $139 Million
Q3 2021

Nov 16, 2021
BUY
$201.6 - $236.75 $1.9 Million - $2.23 Million
9,429 Added 1.63%
586,323 $136 Million
Q2 2021

Aug 16, 2021
BUY
$225.2 - $270.07 $2.99 Million - $3.59 Million
13,298 Added 2.36%
576,894 $133 Million
Q1 2021

May 17, 2021
BUY
$199.23 - $234.6 $2.81 Million - $3.31 Million
14,122 Added 2.57%
563,596 $129 Million
Q4 2020

Feb 16, 2021
BUY
$179.57 - $217.03 $1.15 Million - $1.39 Million
6,390 Added 1.18%
549,474 $116 Million
Q3 2020

Nov 13, 2020
SELL
$194.6 - $216.17 $8.05 Million - $8.95 Million
-41,385 Reduced 7.08%
543,084 $113 Million
Q2 2020

Aug 14, 2020
BUY
$156.19 - $206.81 $865,448 - $1.15 Million
5,541 Added 0.96%
584,469 $115 Million
Q1 2020

May 15, 2020
BUY
$147.56 - $220.06 $1.17 Million - $1.75 Million
7,930 Added 1.39%
578,928 $98.3 Million
Q4 2019

Feb 07, 2020
BUY
$183.38 - $205.64 $1.93 Million - $2.16 Million
10,516 Added 1.88%
570,998 $115 Million
Q3 2019

Nov 08, 2019
BUY
$188.71 - $199.36 $2.82 Million - $2.98 Million
14,961 Added 2.74%
560,482 $108 Million
Q2 2019

Aug 09, 2019
BUY
$173.7 - $192.31 $3.28 Million - $3.63 Million
18,856 Added 3.58%
545,521 $104 Million
Q1 2019

May 14, 2019
BUY
$146.54 - $182.04 $2.5 Million - $3.11 Million
17,083 Added 3.35%
526,665 $92.5 Million
Q4 2018

Feb 14, 2019
BUY
$134.84 - $161.14 $1.61 Million - $1.92 Million
11,931 Added 2.4%
509,582 $77.4 Million
Q3 2018

Nov 13, 2018
BUY
$140.79 - $163.04 $1.91 Million - $2.21 Million
13,575 Added 2.8%
497,651 $70.1 Million
Q2 2018

Aug 08, 2018
BUY
$146.0 - $158.13 $3 Million - $3.25 Million
20,546 Added 4.43%
484,076 $73.4 Million
Q1 2018

May 07, 2018
BUY
$146.99 - $164.14 $1.43 Million - $1.59 Million
9,713 Added 2.14%
463,530 $70.5 Million
Q4 2017

Jan 17, 2018
BUY
$150.69 - $164.02 $2.55 Million - $2.78 Million
16,942 Added 3.88%
453,817 $68.4 Million
Q3 2017

Nov 13, 2017
BUY
$147.47 - $155.83 $64.4 Million - $68.1 Million
436,875
436,875 $67.4 Million

Others Institutions Holding WTW

# of Institutions
813
Shares Held
92M
Call Options Held
379K
Put Options Held
76K
View Full List

About WILLIS TOWERS WATSON PLC

WTW Quotes by TradingView
  • Ticker WTW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 108,238,000
  • Market Cap $35.8B
  • Description
  • Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. It operates through two segments, Health, Wealth and Career; and Risk and Broking. The company offers actuarial support, plan design, and administrative services for traditional pension and retirement savings plans; plan management cons...
More about WTW
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email