Charles Schwab · SW Holdings Trend
Smurfit Westrock · SEC 13F
Charles Schwab Holdings of SW by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.7M | $132M | — |
| 2024Q2 | 2.7M | $134M | +1.9% |
| 2024Q3 | 3.1M | $151M | +12.6% |
| 2024Q4 | 3.0M | $161M | +6.8% |
| 2025Q1 | 2.9M | $132M | -18.4% |
| 2025Q2 | 2.9M | $126M | -4.7% |
| 2025Q3 | 6.1M | $267M | +112.6% |
| 2025Q4 | 3.3M | $129M | -51.7% |
| 2026Q1 | 3.5M | $141M | +9.3% |
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Data source: SEC EDGAR Form 13F