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Showing 8 of 26 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in WILLIS LEASE FIN CORP

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 27,918 shares of WLFC (WILLIS LEASE FIN CORP), worth $6.4M as of 2026-Q2. The position was increased (+11.8% shares). WLFC represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$6.4M

Current Shares

27,918

Total Value Change

+$3M

Total Shares Change

+4,928

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,918
+11.8%
$6.4M0.0%$228.26
30
2026-Q1
Increased
24,960
+2.7%
$4.2M0.0%$169.76
27
2025-Q4
Decreased
24,312
-2.9%
$3.3M0.0%$135.15
0
2025-Q3
Decreased
25,037
-1.2%
$3.4M0.0%$136.46
0
2025-Q2
Increased
25,335
+11.5%
$3.6M0.0%$142.04
30
2025-Q1
Decreased
22,715
-2.0%
$3.6M0.0%$157.06
0
2024-Q4
Increased
23,188
+0.9%
$4.8M0.0%$206.27
27
2024-Q3
Increased
22,990
+173.7%
$3.4M0.0%$147.83
43

Other major holders of WLFC: DIMENSIONAL FUND ADVISORS LP

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