I3 Verticals shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in I3 Verticals
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Quarterly reported holdings in I3 Verticals by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 63k | 21.17 |
| 2023-09-30 | $1.3M | 63k | 21.14 |
| 2023-06-30 | $1.4M | 63k | 22.86 |
| 2023-03-31 | $1.5M | 63k | 24.53 |
| 2022-12-31 | $1.4M | 59k | 24.34 |
| 2022-09-30 | $1.2M | 58k | 20.04 |
| 2022-06-30 | $1.4M | 57k | 25.03 |
| 2022-03-31 | $1.6M | 57k | 27.86 |
| 2021-12-31 | $1.3M | 55k | 22.80 |
| 2021-09-30 | $1.3M | 55k | 24.22 |
| 2021-06-30 | $1.6M | 53k | 30.22 |
| 2021-03-31 | $1.5M | 47k | 31.14 |
| 2020-12-31 | $1.5M | 46k | 33.22 |
| 2020-09-30 | $919k | 36k | 25.26 |
| 2020-06-30 | $1.1M | 38k | 30.26 |
| 2020-03-31 | $714k | 37k | 19.09 |
| 2019-12-31 | $1.1M | 37k | 28.27 |
| 2019-09-30 | $728k | 36k | 20.12 |
| 2019-06-30 | $744k | 25k | 29.46 |
| 2019-03-31 | $494k | 21k | 24.06 |
| 2018-12-31 | $400k | 17k | 24.12 |
| 2018-09-30 | $382k | 17k | 23.03 |
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