Charles Schwab · CMS Holdings Trend
CMS Energy · SEC 13F
Charles Schwab Holdings of CMS by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 1.7M | $105M | — |
| 2024Q2 | 1.8M | $107M | +2.2% |
| 2024Q3 | 1.8M | $129M | +20.3% |
| 2024Q4 | 1.9M | $125M | -2.7% |
| 2025Q1 | 1.9M | $143M | +14.1% |
| 2025Q2 | 1.9M | $133M | -6.6% |
| 2025Q3 | 3.8M | $285M | +113.5% |
| 2025Q4 | 2.0M | $139M | -51.2% |
| 2026Q1 | 2.1M | $159M | +14.7% |
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Data source: SEC EDGAR Form 13F