Charles Schwab
IBEX icon

Charles Schwab’s IBEX IBEX Stock Holding History

Charles Schwab’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.73M Sell
155,765
-18,196
-10% -$542K ﹤0.01% 2511
2026
Q1 		$4.67M Sell
173,961
-2,493
-1% -$80.7K ﹤0.01% 2429
2025
Q4 		$6.74M Sell
176,454
-614
-0.3% -$22.7K ﹤0.01% 2317
2025
Q3 		$7.17M Buy
177,068
+53,169
+43% +$1.69M ﹤0.01% 2279
2025
Q2 		$3.61M Buy
123,899
+62,936
+103% +$1.68M ﹤0.01% 2467
2025
Q1 		$1.48M Sell
60,963
-11,789
-16% -$283K ﹤0.01% 2708
2024
Q4 		$1.56M Hold
72,752
– – ﹤0.01% 2749
2024
Q3 		$1.45M Hold
72,752
– – ﹤0.01% 2797
2024
Q2 		$1.18M Buy
72,752
+2,123
+3% +$31.3K ﹤0.01% 2862
2024
Q1 		$1.09M Buy
70,629
+7,431
+12% +$122K ﹤0.01% 2767
2023
Q4 		$1.2M Sell
63,198
-3,440
-5% -$59.8K ﹤0.01% 2772
2023
Q3 		$1.03M Buy
66,638
+41,632
+166% +$778K ﹤0.01% 2785
2023
Q2 		$531K Buy
25,006
+4,332
+21% +$92.6K ﹤0.01% 3029
2023
Q1 		$504K Buy
20,674
+636
+3% +$17K ﹤0.01% 2946
2022
Q4 		$498K Buy
20,038
+7,271
+57% +$164K ﹤0.01% 3008
2022
Q3 		$238K Hold
12,767
– – ﹤0.01% 3141
2022
Q2 		$216K Hold
12,767
– – ﹤0.01% 3233
2022
Q1 		$204K Hold
12,767
– – ﹤0.01% 3303
2021
Q4 		$165K Hold
12,767
– – ﹤0.01% 3385
2021
Q3 		$218K Hold
12,767
– – ﹤0.01% 3313
2021
Q2 		$250K Hold
12,767
– – ﹤0.01% 3257
2021
Q1 		$281K Buy
+12,767
New +$261K ﹤0.01% 3262

Other funds holding IBEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab's IBEX Position: Q2 2026 in Review

Charles Schwab reduced its IBEX (IBEX) stake by 10% in Q2 2026, selling an estimated $542K and leaving 155,765 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

Charles Schwab first reported a position in IBEX in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.17M in Q3 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Charles Schwab held 155,765 shares of IBEX worth $4.73M as of Q2 2026.
  • Charles Schwab sold 18,196 IBEX shares in Q2 2026, an estimated $542K.
  • IBEX made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2511 holding.
  • Charles Schwab first reported a position in IBEX in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's IBEX position peaked at $7.17M in Q3 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.