CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in IVR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,012,587 | 596,027 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $4,251,895 | 562,420 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $4,310,769 | 549,843 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $3,984,915 | 505,059 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $3,813,099 | 473,677 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $4,012,309 | 427,296 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $3,688,176 | 381,010 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $3,243,185 | 366,048 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $3,461,037 | 345,758 | Shares | Sole | 2023-11-08 |