Charles Schwab · SRE Holdings Trend
Sempra · SEC 13F
Charles Schwab Holdings of SRE by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 3.5M | $250M | — |
| 2024Q2 | 3.6M | $272M | +8.6% |
| 2024Q3 | 3.6M | $303M | +11.4% |
| 2024Q4 | 3.7M | $328M | +8.2% |
| 2025Q1 | 3.8M | $269M | -17.9% |
| 2025Q2 | 4.0M | $300M | +11.4% |
| 2025Q3 | 7.8M | $630M | +110.0% |
| 2025Q4 | 4.1M | $360M | -42.9% |
| 2026Q1 | 4.2M | $406M | +13.0% |
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Data source: SEC EDGAR Form 13F