Charles Schwab · IBKR Holdings Trend
Interactive Brokers · SEC 13F
Charles Schwab Holdings of IBKR by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 771K | $86M | — |
| 2024Q2 | 782K | $96M | +11.4% |
| 2024Q3 | 799K | $111M | +16.2% |
| 2024Q4 | 818K | $145M | +29.7% |
| 2025Q1 | 845K | $140M | -3.2% |
| 2025Q2 | 3.3M | $183M | +31.2% |
| 2025Q3 | 4.1M | $366M | +99.2% |
| 2025Q4 | 3.4M | $218M | -40.5% |
| 2026Q1 | 3.6M | $241M | +10.7% |
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Data source: SEC EDGAR Form 13F