Question 1

Does Charles Schwab Investment Management own WLY stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Charles Schwab Investment Management holds 713,846 shares of WLY (Wiley John Sonsclass), worth $34.6M.

Question 2

How many shares of WLY does Charles Schwab Investment Management own?

Accepted Answer

As of its Q2 2026 13F, Charles Schwab Investment Management holds 713,846 shares of WLY (Wiley John Sonsclass).

Question 3

What is Charles Schwab Investment Management's WLY position worth?

Accepted Answer

As of its Q2 2026 13F, Charles Schwab Investment Management's WLY position is worth $34.6M.

Question 4

Is Charles Schwab Investment Management buying or selling WLY?

Accepted Answer

In Q2 2026, Charles Schwab Investment Management reduced its WLY position by 33,788 shares (-4.5%).

Question 5

When did Charles Schwab Investment Management first buy WLY?

Accepted Answer

Charles Schwab Investment Management already held WLY in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	713,846	-4.5%	$34.6M	0.0%	$47.83	0
2026-Q1	Increased	747,634	+11.2%	$28.5M	0.0%	$37.22	32
2025-Q4	Decreased	672,133	-0.1%	$20.6M	0.0%	$29.92	0
2025-Q3	Increased	672,565	+0.2%	$27.2M	0.0%	$38.72	29
2025-Q2	Decreased	671,462	-2.2%	$30M	0.0%	$42.34	0
2025-Q1	Decreased	686,456	-0.8%	$30.6M	0.0%	$41.91	0
2024-Q4	Increased	691,828	+1.0%	$30.2M	0.0%	$41.11	29
2024-Q3	Decreased	685,052	-0.3%	$33.1M	0.0%	$44.70	0
2024-Q2	Increased	687,414	+3.2%	$28M	0.0%	$37.41	30
2024-Q1	Increased	666,293	+5.7%	$25.4M	0.0%	$34.73	30
2023-Q4	Increased	630,659	+2.4%	$20M	0.0%	$28.91	29
2023-Q3	Increased	615,634	+9.8%	$22.9M	0.0%	$33.17	31
2023-Q2	Increased	560,490	+4.1%	$19.1M	0.0%	$30.05	30
2023-Q1	Increased	538,599	+2.7%	$20.9M	0.0%	$33.93	29
2022-Q4	Increased	524,523	+1.8%	$21M	0.0%	$35.05	29
2022-Q3	Increased	515,036	+2.1%	$19.3M	0.0%	$32.29	29
2022-Q2	Increased	504,332	+3.5%	$24.1M	0.0%	$40.76	30
2022-Q1	Increased	487,173	+4.2%	$25.8M	0.0%	$44.97	30
2021-Q4	Decreased	467,747	-2.6%	$26.8M	0.0%	$48.56	0
2021-Q3	Decreased	480,468	-2.4%	$25.1M	0.0%	$43.71	0
2021-Q2	Increased	492,029	+24.5%	$29.6M	0.0%	$50.10	35
2021-Q1	Decreased	395,262	-1.4%	$21.4M	0.0%	$44.84	0
2020-Q4	Increased	401,050	+4.5%	$18.3M	0.0%	$37.77	30
2020-Q3	Increased	383,714	+1.8%	$12.2M	0.0%	$25.77	28
2020-Q2	Decreased	376,991	-6.9%	$14.7M	0.0%	$31.40	0
2020-Q1	Increased	404,802	+12.3%	$15.2M	0.0%	$30.19	32
2019-Q4	Increased	360,388	+4.0%	$17.5M	0.0%	$38.72	29
2019-Q3	Increased	346,700	+5.2%	$15.2M	0.0%	$34.55	30
2019-Q2	Increased	329,523	+2.5%	$15.1M	0.0%	$35.79	29
2019-Q1	Increased	321,613	+9.6%	$14.2M	0.0%	$34.25	31
2018-Q4	First report	293,383	-	$13.8M	0.0%	$36.38	0

WLY31 quarters

WLY
31 quarters