CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in SERA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $35,650 | 12,085 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $37,001 | 12,092 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $33,494 | 12,092 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $298,926 | 81,230 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $661,195 | 81,228 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $601,481 | 77,113 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $109,200 | 12,000 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $71,760 | 12,000 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $22,320 | 12,000 | Shares | Sole | 2023-11-08 |