NewtekOne (NEWT.US) Shareholder Detail - Holdings History & Trades | Longbridge

CS

Charles Schwab Investment Management, Inc.

BuySellPriceUnit: Shares

Holdings History

Date
Latest	<0.01%	-1.02K	0.78%	225.19K	07/31/2026
Q2 2026	0.05%	+16.20K	0.78%	226.20K	06/30/2026
Q1 2026	<0.01%	-910.00	0.73%	210.00K	03/31/2026
Q4 2025	0.02%	+3.67K	0.74%	210.91K	12/31/2025
Q3 2025	0.05%	+4.28K	0.72%	207.24K	09/30/2025
Q2 2025	0.01%	+3.37K	0.77%	202.96K	06/30/2025
Q1 2025	0.01%	-2.68K	0.76%	199.59K	03/31/2025
Q4 2024	0.01%	+5.58K	0.77%	202.27K	12/31/2024
Q3 2024	0.01%	+4.61K	0.76%	196.69K	09/30/2024
Q2 2024	0.01%	+4.76K	0.74%	192.07K	06/30/2024
Q1 2024	0.01%	+3.61K	0.76%	187.31K	03/31/2024
Q4 2023	<0.01%	+1.95K	0.74%	183.70K	12/31/2023
Q3 2023	<0.01%	+1.87K	0.74%	181.75K	09/30/2023
Q2 2023	--	+179.88K	0.73%	179.88K	06/30/2023