CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in WELL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,560,161,374 | 8,405,589 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,422,189,953 | 7,983,552 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,126,731,905 | 7,329,291 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,065,819,766 | 6,956,594 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $766,103,350 | 6,078,738 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $776,657,250 | 6,066,213 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $561,436,015 | 6,008,519 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $529,024,414 | 5,866,967 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $441,363,333 | 5,387,736 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $352,536,056 | 4,110,249 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $322,387,445 | 3,912,469 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $315,520,977 | 3,796,883 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $268,641,223 | 3,750,401 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $234,996,833 | 3,636,596 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $199,730,117 | 3,625,524 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $192,200,379 | 3,714,017 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $251,917,268 | 5,502,780 | Shares | Sole | 2020-05-15 |