Charles Schwab · XYZ Holdings Trend
Block, Inc. · SEC 13F
Charles Schwab Holdings of XYZ by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.1M | $174M | — |
| 2024Q2 | 2.2M | $139M | -20.0% |
| 2024Q3 | 2.2M | $148M | +6.3% |
| 2024Q4 | 2.4M | $201M | +35.8% |
| 2025Q1 | 2.5M | $138M | -31.5% |
| 2025Q2 | 2.6M | $179M | +29.9% |
| 2025Q3 | 6.6M | $429M | +140.0% |
| 2025Q4 | 4.2M | $272M | -36.6% |
| 2026Q1 | 4.4M | $265M | -2.4% |
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Data source: SEC EDGAR Form 13F