Ibotta shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Ibotta (IBTA) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Ibotta
Tip: Access up to 7 years of quarterly data
All positions including Ibotta held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ibotta by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 104k | 27.85 |
| 2025-06-30 | $2.5M | 69k | 36.60 |
| 2025-03-31 | $3.2M | 76k | 42.20 |
| 2024-12-31 | $5.0M | 77k | 65.08 |
| 2024-09-30 | $3.5M | 57k | 61.61 |
| 2024-06-30 | $4.1M | 55k | 75.16 |
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