Platform Features
Platform Features
Features
Investment Products
Private Wealth Management
Trading Tools
Market Data Services
Analysis Tools
News Services
For Developers
Account Types
For Individuals
For Institutions
Café
More
Log in / Sign up
HCAT
HCAT
--
--
CS
Charles Schwab Investment Management, Inc.
Buy
Sell
Price
Unit: Shares
Holdings History
Date
Change %
Shares Changed
% Held
Shares Held
Report Date
Latest
<0.01%
+8.65K
0.82%
615.50K
06/30/2026
Q2 2026
<0.01%
+8.65K
0.83%
615.50K
06/30/2026
Q1 2026
0.05%
+59.89K
0.82%
606.86K
03/31/2026
Q4 2025
0.11%
-75.72K
0.77%
546.97K
12/31/2025
Q3 2025
0.03%
+24.06K
0.88%
622.69K
09/30/2025
Q2 2025
0.15%
+114.05K
0.85%
598.63K
06/30/2025
Q1 2025
0.08%
-12.72K
0.70%
484.58K
03/31/2025
Q4 2024
0.17%
-75.77K
0.78%
497.30K
12/31/2024
Q3 2024
0.07%
-33.71K
0.94%
573.06K
09/30/2024
Q2 2024
0.19%
+122.53K
1.01%
606.77K
06/30/2024
Q1 2024
0.07%
-37.12K
0.82%
484.24K
03/31/2024
Q4 2023
0.13%
+85.78K
0.89%
521.36K
12/31/2023
Q3 2023
0.02%
+17.38K
0.76%
435.59K
09/30/2023
Q2 2023
<0.01%
+10.00K
0.74%
418.21K
06/30/2023
Q1 2023
<0.01%
+28.00
0.73%
408.20K
03/31/2023
