Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT ADVISORY INC | 02-06-2024 | 12-31-2023 | 118 | 69,616,318,835 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 101 | $417,664 | 3,969 | 0.00 | 0.00 | -2,426 | -37.94 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 102 | $400,520 | 2,788 | 0.00 | 0.00 | 907 | 48.22 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 103 | $381,283 | 1,069 | 0.00 | 0.00 | -10 | -0.93 | 12-31-2023 |
| BROADCOM INC | COM | 104 | $361,046 | 323 | 0.00 | 0.00 | -28 | -7.98 | 12-31-2023 |
