Charles Schwab · EG Holdings Trend
Everest Group · SEC 13F
Charles Schwab Holdings of EG by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 387K | $154M | — |
| 2024Q2 | 387K | $147M | -4.2% |
| 2024Q3 | 383K | $150M | +1.9% |
| 2024Q4 | 380K | $138M | -8.2% |
| 2025Q1 | 386K | $140M | +1.8% |
| 2025Q2 | 390K | $133M | -5.4% |
| 2025Q3 | 729K | $261M | +96.3% |
| 2025Q4 | 345K | $117M | -55.0% |
| 2026Q1 | 355K | $116M | -1.0% |
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Data source: SEC EDGAR Form 13F