UBS · SCHW Holdings Trend
Charles Schwab Corporation · SEC 13F
UBS Holdings of SCHW by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 17.5M | $1.2B | — |
| 2024Q2 | 17.4M | $1.3B | +1.6% |
| 2024Q3 | 13.6M | $884M | -30.4% |
| 2024Q4 | 34.0M | $1.7B | +93.6% |
| 2025Q2 | 23.4M | $2.1B | +24.8% |
| 2025Q4 | 19.4M | $1.9B | -12.1% |
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Data source: SEC EDGAR Form 13F