Charles Schwab · BX Holdings Trend
Blackstone · SEC 13F
Charles Schwab Holdings of BX by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 6.4M | $551M | — |
| 2024Q2 | 6.6M | $527M | -4.4% |
| 2024Q3 | 6.3M | $648M | +22.9% |
| 2024Q4 | 6.6M | $742M | +14.5% |
| 2025Q1 | 6.8M | $634M | -14.5% |
| 2025Q2 | 6.7M | $677M | +6.8% |
| 2025Q3 | 13.5M | $1.4B | +107.9% |
| 2025Q4 | 6.8M | $717M | -49.0% |
| 2026Q1 | 23.8M | $2.5B | +249.0% |
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Data source: SEC EDGAR Form 13F