Charles Schwab · BR Holdings Trend
Broadridge Financial Solutions · SEC 13F
Charles Schwab Holdings of BR by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 646K | $132M | — |
| 2024Q2 | 663K | $131M | -1.4% |
| 2024Q3 | 661K | $142M | +9.0% |
| 2024Q4 | 685K | $155M | +8.9% |
| 2025Q2 | 705K | $171M | +10.6% |
| 2025Q4 | 711K | $159M | -7.4% |
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Data source: SEC EDGAR Form 13F