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Charles Schwab · AMP Holdings Trend

Ameriprise Financial · SEC 13F

Charles Schwab Holdings of AMP by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q1591K$259M
2024Q2597K$255M-1.6%
2024Q3597K$281M+10.0%
2024Q4602K$321M+14.3%
2025Q2605K$323M+0.8%
2025Q4603K$296M-8.4%

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Data source: SEC EDGAR Form 13F