CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in BWFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $926,434 | 20,219 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $894,690 | 20,219 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $728,490 | 20,219 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $562,434 | 18,636 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $549,361 | 17,636 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $528,198 | 17,636 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $413,898 | 15,956 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $481,552 | 15,956 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $387,252 | 15,956 | Shares | Sole | 2023-11-08 |
| 2021-03-31 | $431,712 | 16,019 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $313,171 | 16,019 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $226,668 | 16,019 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $254,702 | 16,019 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $244,449 | 16,019 | Shares | Sole | 2020-05-15 |