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XSOEXSOE
Showing 8 of 15 quarters

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

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 652,209 shares of XSOE (WISDOMTREE TR), worth $32.1M as of 2026-Q2. The position was decreased (-3.6% shares). XSOE represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$32.1M

Current Shares

652,209

Total Value Change

+$8.8M

Total Shares Change

-51,644

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
652,209
-3.6%
$32.1M0.0%$49.18
0
2026-Q1
Decreased
676,436
-3.0%
$27.1M0.0%$41.38
0
2025-Q4
Decreased
697,608
-4.0%
$27.2M0.0%$39.14
0
2025-Q3
Decreased
726,638
-9.0%
$27.6M0.0%$37.65
0
2025-Q2
Decreased
798,883
-2.1%
$27.5M0.0%$34.00
0
2025-Q1
Increased
815,690
+3.6%
$25.2M0.0%$30.48
30
2024-Q4
Increased
787,211
+11.8%
$24M0.0%$30.13
32
2024-Q3
Decreased
703,853
-1.6%
$23.2M0.0%$32.84
0

Other major holders of XSOE: Steward Partners Investment Advisory, LLC, LPL Financial LLC, JANE STREET GROUP, LLC

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