CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ANDG — Andersen Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in ANDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$377,464
+$105,356 QoQ
Shares Held
10,007
+0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 87 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $378,270,870 across 8 Personal Services names. ANDG ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,472,493 | $103,201,856 | |
| 2 | SCI |
Service Corp International
|
988,607 | $75,094,587 | |
| 3 | HRB |
H&R Block Inc
|
1,845,107 | $70,261,674 | |
| 4 | FTDR |
Frontdoor, Inc.
|
897,536 | $69,639,818 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
713,541 | $50,575,786 | |
| 6 | CSV |
Carriage Services Inc
|
128,001 | $4,907,558 | |
| 7 | MED |
Medifast Inc
|
396,996 | $4,212,127 | |
| 8 | ANDG |
Andersen Group Inc.
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|
10,007 | $377,464 |
All Filings in ANDG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,464 | 10,007 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $272,108 | 10,004 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||