CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in SUI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $182,228,489 | 1,470,652 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $176,091,063 | 1,365,047 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $151,395,881 | 1,196,900 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $146,759,587 | 1,140,855 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $138,149,416 | 1,123,440 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $145,359,366 | 1,075,541 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $137,813,715 | 1,071,813 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $139,718,110 | 1,045,403 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $119,978,180 | 1,013,843 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $192,548,159 | 917,027 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $166,092,636 | 897,313 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $143,719,414 | 838,503 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $122,794,986 | 818,415 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $115,583,502 | 760,668 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $97,318,008 | 692,113 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $127,833,625 | 942,170 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $169,459,903 | 1,357,308 | Shares | Sole | 2020-05-15 |