Home/S&P 500/SPGI/Holdings/Charles Schwab Trend

Charles Schwab · SPGI Holdings Trend

S&P Global · SEC 13F

Charles Schwab Holdings of SPGI by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q12.3M$813M
2024Q22.3M$873M+7.5%
2024Q32.3M$1.0B+17.0%
2024Q42.4M$1.0B-0.8%
2025Q12.4M$1.1B+5.8%
2025Q22.5M$1.1B+5.5%
2025Q35.0M$2.2B+90.7%
2025Q42.6M$1.2B-45.1%
2026Q12.3M$967M-18.3%

← Back to SPGI holders ← Back to SPGI profile

Data source: SEC EDGAR Form 13F