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
SP PLUS CORP COM 2151 $11,863,248 231,478 0.00 0.00 -50,047 -17.78 12-31-2023
BRP GROUP INC COM CL A 2152 $11,837,344 492,812 0.00 0.00 8,753 1.81 12-31-2023
LEGALZOOM COM INC COM 2153 $11,832,682 1,047,140 0.00 0.00 138,702 15.27 12-31-2023
LIVE OAK BANCSHARES INC COM 2154 $11,795,011 259,231 0.00 0.00 2,979 1.16 12-31-2023
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