Charter Capital Management »

iShares S&P NA Tec. Semi. Idx shares owned by Charter Capital Management

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Charter Capital Management from 13F filings

Historical chart of Charter Capital Management investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Charter Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Charter Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 682 300.95

More positions owned by Charter Capital Management

Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Us Bancorp Del Com New (USB)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
CSX Corporation (CSX)

View all positions for Charter Capital Management

Top funds holding iShares S&P NA Tec. Semi. Idx

Goldman Sachs Group
Susquehanna International
Citadel Advisors
UBS Group
Jane Street
Bnp Paribas Arbitrage, Snc
Healthcare Of Ontario Pension Plan Trust Fund
Millennium Management
LPL Financial
Wells Fargo & Company
Bank of Nova Scotia
Foundations Investment Advisors
Barclays
Rockefeller Capital Management
Royal Bank of Canada

View all funds holding iShares S&P NA Tec. Semi. Idx