Charles Schwab · FDS Holdings Trend
FactSet · SEC 13F
Charles Schwab Holdings of FDS by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 364K | $165M | — |
| 2024Q2 | 369K | $151M | -8.8% |
| 2024Q3 | 373K | $172M | +13.9% |
| 2024Q4 | 382K | $184M | +7.0% |
| 2025Q1 | 396K | $180M | -1.9% |
| 2025Q2 | 400K | $179M | -0.6% |
| 2025Q3 | 806K | $298M | +66.2% |
| 2025Q4 | 424K | $123M | -58.6% |
| 2026Q1 | 473K | $103M | -16.6% |
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Data source: SEC EDGAR Form 13F