Sunrise Rlty Tr shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Sunrise Rlty Tr (SUNS) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Sunrise Rlty Tr
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Quarterly reported holdings in Sunrise Rlty Tr by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 28k | 10.39 |
| 2025-06-30 | $298k | 28k | 10.60 |
| 2025-03-31 | $311k | 28k | 11.07 |
| 2024-12-31 | $226k | 16k | 14.08 |
| 2024-09-30 | $231k | 16k | 14.39 |
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