CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ALTG — Alta Equipment Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in ALTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$378,689
+$93,875 QoQ
Shares Held
58,530
+10.4% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 132 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALTG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,336,038,121 across 21 Industrial Distribution names. ALTG ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
42,893,434 | $2,060,171,634 | |
| 2 | WSO |
Watsco Inc
|
1,459,768 | $608,329,118 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
366,985 | $499,246,393 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
867,054 | $205,777,925 | |
| 5 | MSM |
Msc Industrial Direct Co Inc
|
1,530,616 | $182,066,773 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
458,994 | $155,208,820 | |
| 7 | WCC |
Wesco International Inc
|
400,633 | $138,390,656 | |
| 8 | CNM |
Core & Main, Inc.
|
2,068,088 | $99,785,245 |
All Filings in ALTG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,689 | 58,530 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $284,814 | 53,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $279,519 | 60,765 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $439,938 | 60,765 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $384,034 | 60,765 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $346,581 | 73,898 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $483,292 | 73,898 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $528,779 | 78,454 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $592,604 | 73,707 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $785,987 | 60,694 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $784,616 | 63,429 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $764,953 | 63,429 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $928,697 | 53,589 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $908,109 | 57,294 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $769,003 | 58,302 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $641,838 | 58,296 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $521,659 | 58,156 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $663,905 | 53,714 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $779,726 | 53,260 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $731,259 | 53,260 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $650,891 | 48,976 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $578,981 | 44,537 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $477,559 | 48,336 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $358,379 | 45,770 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $375,042 | 48,268 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||