CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ANDG — Andersen Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in ANDG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$272,108
New position
Shares Held
10,004
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $381,401,342 across 8 Personal Services names. ANDG ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,401,921 | $128,286,600 | |
| 2 | SCI |
Service Corp International
|
984,255 | $81,210,880 | |
| 3 | HRB |
H&R Block Inc
|
1,781,623 | $56,548,714 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
678,012 | $55,685,125 | |
| 5 | FTDR |
Frontdoor, Inc.
|
893,914 | $47,252,294 | |
| 6 | MED |
Medifast Inc
|
631,539 | $6,435,382 | |
| 7 | CSV |
Carriage Services Inc
|
125,060 | $5,710,239 | |
| 8 | ANDG |
Andersen Group Inc.
This page
|
10,004 | $272,108 |
All Filings in ANDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,108 | 10,004 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||