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Charles Schwab Investment Management position in FTRE
FORTREA HLDGS INC · Health Care
Latest position (Q2 2026)2.49M sh
Reported value held$43.32M
Portfolio Weight0.01%
First reportedQ3 2023
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2023 | 580.45K | $16.60M | New |
| Q4 2023 | 617.46K | $21.55M | Add |
| Q1 2024 | 567.01K | $22.76M | Reduce |
| Q2 2024 | 561.14K | $13.10M | Reduce |
| Q3 2024 | 590.43K | $11.81M | Add |
| Q4 2024 | 612.90K | $11.43M | Add |
| Q1 2025 | 952.02K | $7.19M | Add |
| Q2 2025 | 1.79M | $8.84M | Add |
| Q3 2025 | 2.65M | $22.34M | Add |
| Q4 2025 | 3.22M | $55.53M | Add |
| Q1 2026 | 3.21M | $30.22M | Hold |
| Q2 2026 | 2.49M | $43.32M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding FTRE
- BlackRock Inc 15.80M sh · $274.90M · Q2 2026
- Goldman Sachs Group 8.41M sh · $146.40M · Q2 2026
- Vanguard Group 8.33M sh · $143.71M · Q4 2025
- Fidelity Management & Research (FMR) 3.65M sh · $63.46M · Q2 2026
- Corvex Management 2.99M sh · $52.00M · Q2 2026
- AQR Capital Management 2.98M sh · $51.86M · Q2 2026
- Geode Capital Management 2.55M sh · $44.32M · Q2 2026
- Wellington Management Group 2.38M sh · $41.49M · Q2 2026
- Morgan Stanley 2.09M sh · $36.44M · Q2 2026
- Deutsche Bank AG 1.40M sh · $24.31M · Q2 2026
- Renaissance Technologies 1.29M sh · $22.44M · Q2 2026