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Charles Schwab · SRE Holdings Trend

Sempra · SEC 13F

Charles Schwab Holdings of SRE by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q13.5M$250M
2024Q23.6M$272M+8.6%
2024Q33.6M$303M+11.4%
2024Q43.7M$328M+8.2%
2025Q13.8M$269M-17.9%
2025Q24.0M$300M+11.4%
2025Q37.8M$630M+110.0%
2025Q44.1M$360M-42.9%
2026Q14.2M$406M+13.0%

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Data source: SEC EDGAR Form 13F