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| Name: |
CHARLES SCHWAB INVESTMENT ADVISORY, INC. |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94105 |
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data |
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| Holdings
Found :
9 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PLTR |
Palantir Technologies Inc |
127 |
Closed |
$21.65 |
$0 |
0 |
0% |
-676,000 |
-39,350 |
0 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
126 |
Closed |
$44.57 |
$0 |
0 |
0% |
-272,000 |
-6,627 |
0 |
Closed - End Fund - E... |
|
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DIS |
Walt Disney Co |
132 |
Closed |
$103.37 |
$0 |
0 |
0% |
-242,000 |
-2,676 |
0 |
Entertainment - Diver... |
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BSV |
Vanguard Short-Term Bond |
125 |
Closed |
$76.46 |
$0 |
0 |
0% |
-264,000 |
-3,422 |
0 |
Closed - End Fund - E... |
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IEP |
Icahn Enterprises LP |
131 |
Closed |
$18.31 |
$0 |
0 |
0% |
-216,000 |
-12,569 |
0 |
Property Management |
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HUM |
Humana Inc |
124 |
Closed |
$355.19 |
$0 |
0 |
0% |
-265,000 |
-579 |
0 |
Health Care Plans |
|
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LCID |
Lucid Group, Inc. |
130 |
Closed |
$2.88 |
$0 |
0 |
0% |
-49,000 |
-11,731 |
0 |
N/A |
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SCHW |
Charles Schwab Corp |
129 |
Closed |
$78.04 |
$0 |
0 |
0% |
-238,000 |
-3,462 |
0 |
Investment Brokerage ... |
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TWOK |
Spdr Russell 2000 |
128 |
Closed |
$43.01 |
$0 |
0 |
0% |
-216,000 |
-5,116 |
0 |
N/A |
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