Charles Schwab · IEX Holdings Trend
IDEX Corporation · SEC 13F
Charles Schwab Holdings of IEX by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 1.1M | $421M | — |
| 2024Q2 | 1.1M | $379M | -9.9% |
| 2024Q3 | 1.1M | $396M | +4.3% |
| 2024Q4 | 1.2M | $354M | -10.6% |
| 2025Q1 | 1.2M | $351M | -0.9% |
| 2025Q2 | 1.2M | $415M | +18.3% |
| 2025Q3 | 2.4M | $824M | +98.8% |
| 2025Q4 | 1.3M | $518M | -37.2% |
| 2026Q1 | 1.3M | $473M | -8.7% |
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Data source: SEC EDGAR Form 13F