CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in ALTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,653,060 | 356,263 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,288,876 | 362,044 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,129,053 | 513,025 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,397,481 | 459,698 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $2,061,300 | 467,415 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $1,617,987 | 432,617 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $1,152,008 | 203,535 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,745,167 | 199,220 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $1,269,838 | 182,448 | Shares | Sole | 2023-11-08 |