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

WEXWEX
31 quarters

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

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 487,579 shares of WEX (WEX INC), worth $68.8M as of 2026-Q2. The position was increased (+1.9% shares). WEX represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$68.8M

Current Shares

487,579

Total Value Change

+$40.8M

Total Shares Change

+287,792

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
487,579
+1.9%
$68.8M0.0%$141.09
30
2026-Q1
Increased
478,553
+7.4%
$73.2M0.0%$163.68
32
2025-Q4
Increased
445,585
+2.6%
$66.4M0.0%$151.29
30
2025-Q3
Increased
434,218
+37.3%
$68.4M0.0%$160.44
39
2025-Q2
Increased
316,322
+2.7%
$46.5M0.0%$146.88
30
2025-Q1
Decreased
307,961
-2.8%
$48.4M0.0%$154.56
0
2024-Q4
Increased
316,682
+0.7%
$55.5M0.0%$170.68
30
2024-Q3
Decreased
314,438
-6.9%
$65.9M0.0%$209.10
0
2024-Q2
Increased
337,599
+0.8%
$59.8M0.0%$177.14
30
2024-Q1
Increased
334,740
+2.0%
$79.5M0.0%$237.53
30
2023-Q4
Increased
328,083
+2.0%
$63.8M0.0%$194.55
30
2023-Q3
Increased
321,577
+1.4%
$60.5M0.0%$188.09
30
2023-Q2
Decreased
317,292
-1.7%
$57.8M0.0%$180.24
0
2023-Q1
Increased
322,872
+0.6%
$59.4M0.0%$178.92
30
2022-Q4
Increased
320,850
+0.8%
$52.5M0.0%$163.65
29
2022-Q3
Increased
318,427
+0.2%
$40.4M0.0%$130.78
29
2022-Q2
Increased
317,817
+4.2%
$49.4M0.0%$157.70
31
2022-Q1
Increased
304,937
+4.5%
$54.4M0.0%$174.02
31
2021-Q4
Increased
291,871
+5.4%
$41M0.0%$141.44
31
2021-Q3
Increased
276,844
+5.0%
$48.8M0.0%$175.13
31
2021-Q2
Increased
263,744
+4.4%
$51.1M0.0%$192.09
31
2021-Q1
Decreased
252,708
-1.6%
$52.9M0.0%$212.93
0
2020-Q4
Increased
256,709
+2.6%
$52.2M0.0%$201.13
30
2020-Q3
Increased
250,278
+2.1%
$34.8M0.0%$141.24
30
2020-Q2
Increased
245,011
+0.4%
$40.4M0.0%$162.66
29
2020-Q1
Increased
244,097
+1.0%
$25.5M0.0%$108.84
29
2019-Q4
Increased
241,689
+1.3%
$50.6M0.0%$208.32
30
2019-Q3
Increased
238,655
+7.9%
$48.2M0.0%$201.83
32
2019-Q2
Increased
221,205
+2.2%
$46M0.0%$208.10
30
2019-Q1
Increased
216,505
+8.4%
$41.6M0.0%$191.99
32
2018-Q4
New
199,787
-
$28M0.0%$137.82
40

Other major holders of WEX: BNP PARIBAS FINANCIAL MARKETS, Janus Henderson Group Ltd., BlackRock Finance, Inc.

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