Charles Schwab · IVZ Holdings Trend
Invesco · SEC 13F
Charles Schwab Holdings of IVZ by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 113.3M | $3.6B | — |
| 2024Q2 | 117.9M | $3.6B | +0.1% |
| 2024Q3 | 105.7M | $3.5B | -2.5% |
| 2024Q4 | 99.6M | $3.3B | -5.3% |
| 2025Q1 | 100.1M | $3.4B | +1.0% |
| 2025Q2 | 55.1M | $1.7B | -49.6% |
| 2025Q3 | 152.6M | $5.1B | +200.9% |
| 2025Q4 | 53.4M | $1.8B | -63.9% |
| 2026Q1 | 58.6M | $2.0B | +6.8% |
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Data source: SEC EDGAR Form 13F