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Charles Schwab · NI Holdings Trend

NiSource · SEC 13F

Charles Schwab Holdings of NI by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q13.6M$99M
2024Q23.9M$112M+13.4%
2024Q33.9M$136M+20.9%
2024Q44.1M$152M+11.7%
2025Q14.2M$167M+10.1%
2025Q24.2M$170M+2.0%
2025Q38.4M$350M+106.1%
2025Q44.3M$181M-48.2%
2026Q14.5M$209M+15.0%

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Data source: SEC EDGAR Form 13F