Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02-06-2024 | 12-31-2023 | 3598 | 393,862,269,155 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOX INC | CL A | 1451 | $31,257,466 | 1,220,518 | 0.00 | 0.00 | -54,446 | -4.27 | 12-31-2023 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 1452 | $31,185,209 | 592,762 | 0.00 | 0.00 | -49,256 | -7.67 | 12-31-2023 |
| GLAUKOS CORP | COM | 1453 | $31,179,157 | 392,240 | 0.00 | 0.00 | 5,450 | 1.41 | 12-31-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 1454 | $30,850,611 | 127,603 | 0.00 | 0.00 | -5,227 | -3.94 | 12-31-2023 |
