Charles Schwab · EXE Holdings Trend
Expand Energy · SEC 13F
Charles Schwab Holdings of EXE by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 672K | $60M | — |
| 2024Q2 | 709K | $58M | -2.5% |
| 2024Q3 | 881K | $72M | +24.5% |
| 2024Q4 | 1.5M | $147M | +102.9% |
| 2025Q1 | 2.0M | $224M | +52.5% |
| 2025Q2 | 2.1M | $245M | +9.4% |
| 2025Q3 | 3.7M | $399M | +62.6% |
| 2025Q4 | 1.7M | $186M | -53.3% |
| 2026Q1 | 1.7M | $189M | +1.3% |
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Data source: SEC EDGAR Form 13F