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Charles Schwab · CB Holdings Trend

Chubb · SEC 13F

Charles Schwab Holdings of CB by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q12.3M$592M
2024Q22.3M$594M+0.4%
2024Q32.2M$631M+6.3%
2024Q42.2M$618M-2.2%
2025Q12.2M$675M+9.3%
2025Q22.3M$653M-3.3%
2025Q34.5M$1.3B+100.4%
2025Q42.2M$698M-46.6%
2026Q12.3M$746M+6.8%

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Data source: SEC EDGAR Form 13F