Charles Schwab · MRSH Holdings Trend
Marsh McLennan · SEC 13F
Charles Schwab Holdings of MRSH by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.6M | $540M | — |
| 2024Q2 | 2.7M | $563M | +4.3% |
| 2024Q3 | 2.7M | $603M | +7.1% |
| 2024Q4 | 2.8M | $593M | -1.7% |
| 2025Q1 | 2.9M | $697M | +17.6% |
| 2025Q2 | 2.9M | $634M | -9.0% |
| 2025Q3 | 5.8M | $1.3B | +102.2% |
| 2025Q4 | 3.0M | $547M | -57.3% |
| 2026Q1 | 3.0M | $526M | -3.9% |
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Data source: SEC EDGAR Form 13F