CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in HRTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,466,391 | 255,174 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $5,132,666 | 203,839 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,662,650 | 66,666 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $964,323 | 66,874 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $809,175 | 66,874 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $784,167 | 64,066 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $107,831 | 10,125 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $66,015 | 10,125 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $65,711 | 10,125 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $381,547 | 64,889 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $441,894 | 64,889 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $556,747 | 64,889 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $688,378 | 62,128 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $626,418 | 61,838 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $625,800 | 61,838 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $834,579 | 63,757 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $714,935 | 66,754 | Shares | Sole | 2020-05-15 |