Wellington Management · SCHW Holdings Trend
Charles Schwab Corporation · SEC 13F
Wellington Management Holdings of SCHW by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 10.9M | $788M | — |
| 2024Q2 | 9.9M | $726M | -7.7% |
| 2024Q3 | 2.9M | $189M | -74.0% |
| 2024Q4 | 2.2M | $165M | -12.8% |
| 2025Q2 | 12.4M | $1.1B | +589.3% |
| 2025Q4 | 15K | $1M | -99.9% |
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Data source: SEC EDGAR Form 13F