Charles Schwab · IR Holdings Trend
Ingersoll Rand · SEC 13F
Charles Schwab Holdings of IR by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.1M | $203M | — |
| 2024Q2 | 2.2M | $199M | -2.2% |
| 2024Q3 | 2.2M | $217M | +9.1% |
| 2024Q4 | 2.3M | $206M | -5.1% |
| 2025Q1 | 2.3M | $187M | -9.3% |
| 2025Q2 | 2.4M | $197M | +5.8% |
| 2025Q3 | 4.5M | $368M | +86.2% |
| 2025Q4 | 2.2M | $176M | -52.1% |
| 2026Q1 | 2.3M | $182M | +3.5% |
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Data source: SEC EDGAR Form 13F