CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in IVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $38,943,284 | 1,380,478 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $39,160,803 | 1,368,302 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $38,572,322 | 1,407,749 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $38,604,809 | 1,314,430 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $38,507,134 | 1,278,033 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $33,467,152 | 1,179,667 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $24,389,534 | 948,640 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $22,164,872 | 874,699 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $20,427,527 | 857,939 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $17,206,130 | 631,186 | Shares | Sole | 2022-02-11 |