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Charles Schwab · CMI Holdings Trend

Cummins · SEC 13F

Charles Schwab Holdings of CMI by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q1844K$249M
2024Q2860K$238M-4.2%
2024Q3867K$281M+17.8%
2024Q4884K$308M+9.9%
2025Q1883K$277M-10.2%
2025Q2899K$294M+6.3%
2025Q31.8M$655M+122.5%
2025Q4899K$459M-29.9%
2026Q1915K$492M+7.2%

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Data source: SEC EDGAR Form 13F