CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in ISPR — Ispire Technology Inc.

CIK 884546 SAN FRANCISCO, CA

Position in ISPR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$56,329

-$74,526 QoQ

Shares Held

30,614

-34.5% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#15

of 60 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,883,432,048 across 7 Tobacco names. ISPR ranks #7 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	54,280,109	$3,581,944,392
2	PM	Philip Morris International Inc.	13,549,581	$2,240,287,720
3	UVV	Universal Corp /Va/	478,025	$25,191,917
4	BTI	British American Tobacco p.l.c.	352,214	$20,593,952
5	TPB	Turning Point Brands, Inc.	155,023	$13,454,446
6	RLX	RLX Technology Inc.	865,133	$1,903,292
7	ISPR	Ispire Technology Inc. This page	30,614	$56,329

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,329	30,614	-34.5%	Shares	Sole	2026-05-15
2025-12-31	$130,855	46,734	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$119,552	46,700	+0.3%	Shares	Sole	2025-11-10
2025-06-30	$119,173	46,552	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$126,953	46,503	0.0%	Shares	Sole	2025-09-15
2024-12-31	$233,910	46,503	0.0%	Shares	Sole	2025-02-06
2024-09-30	$288,551	46,503	-5.1%	Shares	Sole	2024-11-12
2024-06-30	$392,024	49,003	+19.8%	Shares	Sole	2024-08-12
2024-03-31	$250,772	40,909	0.0%	Shares	Sole	2024-05-09
2023-12-31	$496,226	40,909	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.