Charles Schwab · CFG Holdings Trend
Citizens · SEC 13F
Charles Schwab Holdings of CFG by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 7.6M | $339M | — |
| 2024Q2 | 7.5M | $343M | +1.2% |
| 2024Q3 | 7.3M | $383M | +11.7% |
| 2024Q4 | 7.2M | $411M | +7.3% |
| 2025Q1 | 7.0M | $287M | -30.1% |
| 2025Q2 | 7.2M | $411M | +43.0% |
| 2025Q3 | 14.1M | $655M | +59.5% |
| 2025Q4 | 7.1M | $509M | -22.4% |
| 2026Q1 | 6.9M | $405M | -20.3% |
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Data source: SEC EDGAR Form 13F