Charles Schwab · MO Holdings Trend
Altria · SEC 13F
Charles Schwab Holdings of MO by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 56.7M | $2.5B | — |
| 2024Q2 | 56.9M | $2.6B | +5.4% |
| 2024Q3 | 57.5M | $2.9B | +13.2% |
| 2024Q4 | 59.8M | $3.1B | +6.5% |
| 2025Q1 | 63.3M | $3.8B | +21.5% |
| 2025Q2 | 62.2M | $3.6B | -4.1% |
| 2025Q3 | 122.5M | $7.7B | +111.6% |
| 2025Q4 | 65.5M | $3.8B | -51.0% |
| 2026Q1 | 54.3M | $3.6B | -5.2% |
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Data source: SEC EDGAR Form 13F