Charles Schwab · MA Holdings Trend
Mastercard · SEC 13F
Charles Schwab Holdings of MA by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 4.8M | $2.3B | — |
| 2024Q2 | 4.9M | $2.2B | -6.0% |
| 2024Q3 | 5.0M | $2.5B | +14.2% |
| 2024Q4 | 5.2M | $2.7B | +10.2% |
| 2025Q1 | 5.4M | $3.0B | +8.5% |
| 2025Q2 | 5.5M | $3.1B | +3.8% |
| 2025Q3 | 11.1M | $6.2B | +102.7% |
| 2025Q4 | 5.9M | $3.4B | -46.1% |
| 2026Q1 | 6.0M | $3.0B | -10.6% |
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Data source: SEC EDGAR Form 13F