Charles Schwab · TFC Holdings Trend
Truist Financial · SEC 13F
Charles Schwab Holdings of TFC by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 17.6M | $670M | — |
| 2024Q2 | 17.6M | $684M | +2.1% |
| 2024Q3 | 17.5M | $746M | +9.2% |
| 2024Q4 | 17.5M | $757M | +1.4% |
| 2025Q2 | 17.6M | $755M | -0.2% |
| 2025Q4 | 17.6M | $865M | +14.5% |
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Data source: SEC EDGAR Form 13F