CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in IBTA — Ibotta, Inc.

CIK 884546 SAN FRANCISCO, CA

Position in IBTA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,231,536

+$96,824 QoQ

Shares Held

94,600

-9.6% QoQ

Ownership

0.408%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#23

of 145 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $14,282,969,236 across 130 Software - Application names. IBTA ranks #96 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	12,729,777	$2,850,833,558
2	UBER	Uber Technologies, Inc	15,956,738	$1,151,438,214
3	CRM	Salesforce, Inc.	6,600,642	$1,034,056,575
4	PAYX	Paychex Inc	10,402,177	$1,022,846,063
5	CDNS	Cadence Design Systems Inc	2,192,940	$823,054,240
6	NOW	ServiceNow, Inc.	8,080,617	$802,243,655
7	ADBE	Adobe Inc.	3,401,534	$697,382,499
8	DDOG	Datadog, Inc.	2,648,649	$689,602,253

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,231,536	94,600	-9.6%	Shares	Sole	2026-08-14
2026-03-31	$3,134,712	104,595	-12.6%	Shares	Sole	2026-05-15
2025-12-31	$2,719,076	119,625	+14.8%	Shares	Sole	2026-02-13
2025-09-30	$2,902,721	104,227	+51.2%	Shares	Sole	2025-11-10
2025-06-30	$2,522,325	68,916	-10.4%	Shares	Sole	2025-08-12
2024-12-31	$5,004,912	76,904	+34.5%	Shares	Sole	2025-02-06
2024-09-30	$3,522,305	57,171	+3.7%	Shares	Sole	2024-11-12
2024-06-30	$4,143,871	55,134	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.