Charles Schwab · SO Holdings Trend
Southern Company · SEC 13F
Charles Schwab Holdings of SO by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 6.6M | $480M | — |
| 2024Q2 | 6.8M | $526M | +9.6% |
| 2024Q3 | 6.9M | $617M | +17.3% |
| 2024Q4 | 7.1M | $578M | -6.3% |
| 2025Q1 | 7.1M | $644M | +11.5% |
| 2025Q2 | 7.3M | $657M | +2.0% |
| 2025Q3 | 14.2M | $1.3B | +101.1% |
| 2025Q4 | 7.3M | $643M | -51.3% |
| 2026Q1 | 7.4M | $728M | +13.3% |
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Data source: SEC EDGAR Form 13F