Position in IX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,566,809
+$4,008,171 QoQ
Shares Held
382,934
+8.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 319 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $108,229,159 across 5 Financial Conglomerates names. IX ranks #3 (13.5% of the industry book) .
All Filings in IX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,566,809 | 382,934 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $10,558,638 | 352,072 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,303,447 | 284,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,722,970 | 219,103 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,452,833 | 153,323 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,041,416 | 145,592 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $2,959,461 | 27,859 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,041,554 | 26,209 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,584,942 | 23,225 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,024,484 | 18,371 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,313,623 | 14,066 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,003,389 | 10,688 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $521,447 | 5,717 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $212,915 | 2,594 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||