Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

HEZUHEZU
8 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in ISHARES TR

Yes. Charles Schwab Investment Management holds 2,525,489 shares of HEZU, worth $126.7M, as of its Q2 2026 13F filing. It reduced the position by 1,060,768 shares (-29.6%) from Q1 2026. Charles Schwab Investment Management has held HEZU since Q1 2025, across 6 quarterly 13F filings.

Current Value

$126.7M

Current Shares

2.5M

Total Value Change

+$52.7M

Total Shares Change

-607,964

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.5M
-29.6%
$126.7M0.0%$49.30
0
2026-Q1
Decreased
3.6M
-25.5%
$156.7M0.0%$42.96
0
2025-Q4
Decreased
4.8M
-20.1%
$210.7M0.0%$43.02
0
2025-Q3
Decreased
6M
-16.9%
$254.1M0.0%$41.06
0
2025-Q2
Decreased
7.3M
-0.1%
$297.5M0.1%$39.11
0
2025-Q1
New
7.3M
-
$282.9M0.1%$37.15
43
2020-Q2
Exited
0
-100.0%
$00.0%$19.80
0
2020-Q1
New
3.1M
-
$74M0.0%$16.61
41

Other major holders of HEZU: BLACKROCK ADVISORS LLC, AMERIPRISE FINANCIAL INC

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