Charles Schwab · BEN Holdings Trend
Franklin Resources · SEC 13F
Charles Schwab Holdings of BEN by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.0M | $56M | — |
| 2024Q2 | 2.1M | $46M | -17.9% |
| 2024Q3 | 3.0M | $60M | +30.4% |
| 2024Q4 | 3.1M | $63M | +4.0% |
| 2025Q1 | 3.2M | $61M | -3.3% |
| 2025Q2 | 3.2M | $77M | +27.0% |
| 2025Q3 | 6.3M | $134M | +73.7% |
| 2025Q4 | 3.2M | $76M | -43.5% |
| 2026Q1 | 3.2M | $76M | +0.9% |
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Data source: SEC EDGAR Form 13F