CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in WHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $315,700 | 18,344 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $302,492 | 18,344 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $286,166 | 18,344 | Shares | Sole | 2025-08-12 |
| 2021-03-31 | $288,404 | 19,945 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $263,262 | 18,156 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $203,149 | 18,236 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $732,863 | 46,531 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $922,988 | 50,409 | Shares | Sole | 2020-05-15 |