Question 1

How many shares of ADV does CHARLES SCHWAB INVESTMENT MANAGEMENT INC own?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 101,381 shares of ADV (ADVANTAGE SOLUTIONS INC).

Question 2

What is CHARLES SCHWAB INVESTMENT MANAGEMENT INC's ADV position worth?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's ADV position is worth $4.4M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling ADV?

Accepted Answer

In 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC decreased their ADV position (-23.1% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy ADV?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in ADV in 2024-Q3. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	101,381	-23.1%	$4.4M	0.0%	$43.24	0
2026-Q1	Decreased	131,848	-96.5%	$2.8M	0.0%	$0.55	0
2025-Q4	Increased	3.8M	+37.4%	$3.3M	0.0%	$0.86	35
2025-Q3	Increased	2.7M	+55.4%	$4.2M	0.0%	$1.54	38
2025-Q2	Increased	1.8M	+68.0%	$2.3M	0.0%	$33.00	38
2025-Q1	Increased	1M	+63.9%	$1.6M	0.0%	$37.75	37
2024-Q4	Decreased	639,503	-5.8%	$1.9M	0.0%	$2.91	0
2024-Q3	Decreased	678,742	-12.9%	$2.3M	0.0%	$85.75	0