Charles Schwab · IT Holdings Trend
Gartner · SEC 13F
Charles Schwab Holdings of IT by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 473K | $225M | — |
| 2024Q2 | 486K | $218M | -3.1% |
| 2024Q3 | 490K | $248M | +13.7% |
| 2024Q4 | 509K | $247M | -0.7% |
| 2025Q1 | 550K | $231M | -6.5% |
| 2025Q2 | 563K | $227M | -1.5% |
| 2025Q3 | 1.0M | $353M | +55.2% |
| 2025Q4 | 459K | $116M | -67.2% |
| 2026Q1 | 483K | $77M | -34.0% |
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Data source: SEC EDGAR Form 13F