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SMASMA
5 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in SMARTSTOP SELF STORAG REIT I

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 896,899 shares of SMA (SMARTSTOP SELF STORAG REIT I), worth $29.1M as of 2026-Q2. The position was increased (+5.9% shares). SMA represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$29.1M

Current Shares

896,899

Total Value Change

+$13.1M

Total Shares Change

+454,392

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
896,899
+5.9%
$29.1M0.0%$32.37
31
2026-Q1
Increased
846,639
+7.6%
$25.6M0.0%$29.78
31
2025-Q4
Increased
786,607
+72.9%
$24.3M0.0%$30.05
43
2025-Q3
Increased
454,882
+2.8%
$17.1M0.0%$36.11
29
2025-Q2
New
442,507
-
$16M0.0%$34.37
39

Other major holders of SMA: PRICE T ROWE ASSOCIATES INC /MD/, BlackRock, Inc.

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