Charles Schwab · MSCI Holdings Trend
MSCI · SEC 13F
Charles Schwab Holdings of MSCI by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 78.6M | $4.0B | — |
| 2024Q2 | 81.1M | $4.1B | +0.3% |
| 2024Q3 | 66.6M | $3.5B | -14.5% |
| 2024Q4 | 72.1M | $3.6B | +4.3% |
| 2025Q1 | 66.1M | $3.1B | -15.4% |
| 2025Q2 | 63.2M | $3.5B | +13.7% |
| 2025Q3 | 122.5M | $6.1B | +75.4% |
| 2025Q4 | 58.8M | $3.6B | -40.6% |
| 2026Q1 | 566K | $305M | -91.6% |
← Back to MSCI holders ← Back to MSCI profile
Data source: SEC EDGAR Form 13F