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Fisher Investments · SCHW Holdings Trend

Charles Schwab Corporation · SEC 13F

Fisher Investments Holdings of SCHW by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q137.8M$2.7B
2024Q219.7M$1.5B-45.6%
2024Q320.2M$1.3B-10.0%
2024Q420.5M$1.5B+15.8%
2025Q221.4M$2.0B+28.7%
2025Q421.8M$2.2B+11.8%

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Data source: SEC EDGAR Form 13F