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

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 190,070 shares of TIPT (TIPTREE INC).

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

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's TIPT position is worth $3.4M.

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling TIPT?

In 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their TIPT position (+1.8% change in shares).

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy TIPT?

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in TIPT in 2018-Q4. They have held the position across 31 quarters.

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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

TIPT
31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in TIPTREE INC

Current Value

$3.4M

Current Shares

190,070

Total Value Change

+$3.1M

Total Shares Change

+132,556

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	190,070	+1.8%	$3.4M	0.0%	$17.86	27
2026-Q1	Decreased	186,679	-3.3%	$3.2M	0.0%	$16.80	0
2025-Q4	Increased	193,102	+0.9%	$3.5M	0.0%	$18.08	27
2025-Q3	Increased	191,375	+5.1%	$3.7M	0.0%	$18.91	28
2025-Q2	Decreased	182,119	-0.7%	$4.3M	0.0%	$23.19	0
2025-Q1	Decreased	183,423	-0.8%	$4.4M	0.0%	$23.63	0
2024-Q4	Increased	184,823	+0.7%	$3.9M	0.0%	$20.41	27
2024-Q3	Increased	183,552	+166.1%	$3.6M	0.0%	$18.87	43
2024-Q2	Increased	68,984	+9.5%	$1.1M	0.0%	$15.85	28
2024-Q1	Decreased	62,985	-2.6%	$1.1M	0.0%	$16.55	0
2023-Q4	Decreased	64,674	-2.2%	$1.2M	0.0%	$18.10	0
2023-Q3	Increased	66,139	+2.5%	$1.1M	0.0%	$15.95	26
2023-Q2	Decreased	64,520	-1.5%	$968,445	0.0%	$14.24	0
2023-Q1	Increased	65,532	+3.4%	$954,801	0.0%	$13.77	26
2022-Q4	Increased	63,384	+2.2%	$877,235	0.0%	$13.04	25
2022-Q3	Increased	62,006	+3.6%	$668,000	0.0%	$10.11	25
2022-Q2	Decreased	59,838	-0.6%	$636,000	0.0%	$9.94	0
2022-Q1	Increased	60,225	+3.9%	$774,000	0.0%	$11.98	26
2021-Q4	Increased	57,946	+4.0%	$802,000	0.0%	$12.86	26
2021-Q3	Unchanged	55,701	0.0%	$559,000	0.0%	$9.29	0
2021-Q2	Decreased	55,701	-9.6%	$519,000	0.0%	$8.59	0
2021-Q1	Increased	61,636	+8.5%	$552,000	0.0%	$8.24	26
2020-Q4	Unchanged	56,825	0.0%	$286,000	0.0%	$4.60	0
2020-Q3	Decreased	56,825	-6.4%	$282,000	0.0%	$4.50	0
2020-Q2	Unchanged	60,714	0.0%	$392,000	0.0%	$5.82	0
2020-Q1	Unchanged	60,714	0.0%	$317,000	0.0%	$4.68	0
2019-Q4	Unchanged	60,714	0.0%	$495,000	0.0%	$7.24	0
2019-Q3	Unchanged	60,714	0.0%	$442,000	0.0%	$6.45	0
2019-Q2	Unchanged	60,714	0.0%	$383,000	0.0%	$5.54	0
2019-Q1	Increased	60,714	+5.6%	$385,000	0.0%	$5.53	25
2018-Q4	First report	57,514	-	$322,000	0.0%	$4.86	0

Other major holders of TIPT: BNP PARIBAS FINANCIAL MARKETS, DIMENSIONAL FUND ADVISORS LP, BlackRock, Inc.

TIPT31 quarters

TIPT
31 quarters