Charles Schwab’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.4M | Buy |
4,396,652
+210,048
| +5% | +$3.4M | 0.01% | 977 |
|
|
2026
Q1 | $62.3M | Buy |
4,186,604
+122,845
| +3% | +$2.02M | 0.01% | 1006 |
|
|
2025
Q4 | $71M | Buy |
4,063,759
+236,912
| +6% | +$3.93M | 0.01% | 930 |
|
|
2025
Q3 | $62.7M | Buy |
3,826,847
+78,023
| +2% | +$1.35M | 0.01% | 1008 |
|
|
2025
Q2 | $66.3M | Buy |
3,748,824
+130,101
| +4% | +$2.44M | 0.01% | 925 |
|
|
2025
Q1 | $76.8M | Buy |
3,618,723
+57,108
| +2% | +$1.15M | 0.01% | 793 |
|
|
2024
Q4 | $70.7M | Buy |
3,561,615
+60,919
| +2% | +$1.24M | 0.01% | 872 |
|
|
2024
Q3 | $71.8M | Buy |
3,500,696
+137,464
| +4% | +$2.71M | 0.01% | 858 |
|
|
2024
Q2 | $63M | Buy |
3,363,232
+48,799
| +1% | +$816K | 0.01% | 901 |
|
|
2024
Q1 | $53.5M | Buy |
3,314,433
+109,739
| +3% | +$1.68M | 0.01% | 995 |
|
|
2023
Q4 | $49M | Buy |
3,204,694
+159,771
| +5% | +$2.21M | 0.01% | 993 |
|
|
2023
Q3 | $42.8M | Buy |
3,044,923
+46,841
| +2% | +$773K | 0.01% | 986 |
|
|
2023
Q2 | $54.6M | Buy |
2,998,082
+98,519
| +3% | +$1.68M | 0.02% | 816 |
|
|
2023
Q1 | $46.5M | Buy |
2,899,563
+88,402
| +3% | +$1.55M | 0.01% | 890 |
|
|
2022
Q4 | $47.4M | Buy |
2,811,161
+109,219
| +4% | +$1.85M | 0.02% | 857 |
|
|
2022
Q3 | $45.2M | Buy |
2,701,942
+140,480
| +5% | +$2.84M | 0.02% | 823 |
|
|
2022
Q2 | $53.1M | Sell |
2,561,462
-67,353
| -3% | -$1.62M | 0.02% | 713 |
|
|
2022
Q1 | $69.5M | Buy |
2,628,815
+1,248,876
| +91% | +$30.7M | 0.02% | 681 |
|
|
2021
Q4 | $35.6M | Buy |
1,379,939
+53,182
| +4% | +$1.26M | 0.01% | 1137 |
|
|
2021
Q3 | $27M | Buy |
1,326,757
+104,085
| +9% | +$2.07M | 0.01% | 1320 |
|
|
2021
Q2 | $22.3M | Sell |
1,222,672
-1,153
| -0.1% | -$19.6K | 0.01% | 1505 |
|
|
2021
Q1 | $18.6M | Buy |
1,223,825
+213,935
| +21% | +$3.03M | 0.01% | 1588 |
|
|
2020
Q4 | $13.6M | Buy |
1,009,890
+7,877
| +0.8% | +$101K | 0.01% | 1670 |
|
|
2020
Q3 | $11.6M | Sell |
1,002,013
-22,429
| -2% | -$257K | 0.01% | 1582 |
|
|
2020
Q2 | $11.8M | Sell |
1,024,442
-271,779
| -21% | -$2.71M | 0.01% | 1542 |
|
|
2020
Q1 | $11.6M | Sell |
1,296,221
-31,139
| -2% | -$421K | 0.01% | 1366 |
|
|
2019
Q4 | $18.7M | Buy |
1,327,360
+45,264
| +4% | +$659K | 0.01% | 1254 |
|
|
2019
Q3 | $18.3M | Buy |
1,282,096
+35,689
| +3% | +$469K | 0.01% | 1203 |
|
|
2019
Q2 | $14.4M | Buy |
1,246,407
+43,142
| +4% | +$474K | 0.01% | 1373 |
|
|
2019
Q1 | $13M | Buy |
1,203,265
+60,449
| +5% | +$621K | 0.01% | 1421 |
|
|
2018
Q4 | $10.5M | Buy |
1,142,816
+23,925
| +2% | +$236K | 0.01% | 1428 |
|
|
2018
Q3 | $11.8M | Buy |
1,118,891
+64,375
| +6% | +$658K | 0.01% | 1530 |
|
|
2018
Q2 | $10.9M | Buy |
1,054,516
+49,644
| +5% | +$478K | 0.01% | 1541 |
|
|
2018
Q1 | $9.22M | Buy |
1,004,872
+100,246
| +11% | +$908K | 0.01% | 1549 |
|
|
2017
Q4 | $9.13M | Buy |
904,626
+47,993
| +6% | +$495K | 0.01% | 1533 |
|
|
2017
Q3 | $8.71M | Buy |
856,633
+431,762
| +102% | +$4.36M | 0.01% | 1527 |
|
|
2017
Q2 | $4.19M | Buy |
424,871
+57,544
| +16% | +$547K | ﹤0.01% | 1911 |
|
|
2017
Q1 | $3.44M | Buy |
367,327
+30,437
| +9% | +$278K | ﹤0.01% | 1966 |
|
|
2016
Q4 | $3.01M | Buy |
336,890
+183,029
| +119% | +$1.58M | ﹤0.01% | 1999 |
|
|
2016
Q3 | $1.39M | Buy |
153,861
+90,952
| +145% | +$848K | ﹤0.01% | 2298 |
|
|
2016
Q2 | $515K | Buy |
62,909
+16,800
| +36% | +$125K | ﹤0.01% | 2577 |
|
|
2016
Q1 | $329K | Sell |
46,109
-17,200
| -27% | -$116K | ﹤0.01% | 2736 |
|
|
2015
Q4 | $476K | Buy |
63,309
+24,100
| +61% | +$183K | ﹤0.01% | 2666 |
|
|
2015
Q3 | $283K | Buy |
39,209
+28,573
| +269% | +$219K | ﹤0.01% | 2852 |
|
|
2015
Q2 | $81K | Buy |
+10,636
| New | +$93.7K | ﹤0.01% | 3058 |
|
Other funds holding IRT
NAMI
Charles Schwab's IRT Position: Q2 2026 in Review
Charles Schwab increased its Independence Realty Trust (IRT) stake by 5% in Q2 2026, buying an estimated $3.4M and bringing the position to 4,396,652 shares worth $73.4M. The position accounts for 0.01% of the portfolio, ranked #977.
Charles Schwab first reported a position in IRT in Q2 2015 and has held it in 45 quarters since. The position peaked at $76.8M in Q1 2025. 394 funds tracked by Wall St. Rank hold IRT as of Q2 2026.
- Charles Schwab held 4,396,652 shares of Independence Realty Trust worth $73.4M as of Q2 2026.
- Charles Schwab bought 210,048 Independence Realty Trust shares in Q2 2026, an estimated $3.4M.
- Independence Realty Trust made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #977 holding.
- Charles Schwab first reported a position in Independence Realty Trust in Q2 2015 and has held it in 45 quarters since.
- Charles Schwab's Independence Realty Trust position peaked at $76.8M in Q1 2025.
- 394 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.