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
UBSI
UBSI
--
--
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%
-28.07K
1.23%
1.67M
06/30/2026
Q2 2026
<0.01%
-28.07K
1.22%
1.67M
06/30/2026
Q1 2026
0.02%
+16.71K
1.23%
1.69M
03/31/2026
Q4 2025
0.01%
-30.35K
1.20%
1.68M
12/31/2025
Q3 2025
<0.01%
-4.68K
1.21%
1.71M
09/30/2025
Q2 2025
<0.01%
-20.34K
1.21%
1.71M
06/30/2025
Q1 2025
0.05%
+22.90K
1.22%
1.73M
03/31/2025
Q4 2024
0.03%
+37.53K
1.27%
1.71M
12/31/2024
Q3 2024
0.06%
+83.50K
1.24%
1.67M
09/30/2024
Q2 2024
0.04%
+48.08K
1.18%
1.59M
06/30/2024
Q1 2024
0.04%
+54.67K
1.14%
1.54M
03/31/2024
Q4 2023
0.04%
+60.47K
1.10%
1.49M
12/31/2023
Q3 2023
0.02%
+27.24K
1.06%
1.43M
09/30/2023
Q2 2023
0.02%
+32.92K
1.04%
1.40M
06/30/2023
Q1 2023
<0.01%
+14.09K
1.02%
1.37M
03/31/2023
