Charles Schwab · CB Holdings Trend
Chubb · SEC 13F
Charles Schwab Holdings of CB by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.3M | $592M | — |
| 2024Q2 | 2.3M | $594M | +0.4% |
| 2024Q3 | 2.2M | $631M | +6.3% |
| 2024Q4 | 2.2M | $618M | -2.2% |
| 2025Q1 | 2.2M | $675M | +9.3% |
| 2025Q2 | 2.3M | $653M | -3.3% |
| 2025Q3 | 4.5M | $1.3B | +100.4% |
| 2025Q4 | 2.2M | $698M | -46.6% |
| 2026Q1 | 2.3M | $746M | +6.8% |
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Data source: SEC EDGAR Form 13F