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
TRIUMPH GROUP INC NEW COM 2251 $10,167,868 613,261 0.00 0.00 29,498 5.05 12-31-2023
AGIOS PHARMACEUTICALS INC COM 2252 $10,163,894 456,394 0.00 0.00 4,699 1.04 12-31-2023
UDEMY INC COM 2253 $10,160,283 689,768 0.00 0.00 23,652 3.55 12-31-2023
UFP TECHNOLOGIES INC COM 2254 $10,151,048 59,004 0.00 0.00 1,934 3.39 12-31-2023
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