CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in AVA — Avista Corp

CIK 884546 SAN FRANCISCO, CA

Position in AVA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$47,795,059

+$1,467,474 QoQ

Shares Held

1,190,709

-0.9% QoQ

Ownership

1.42%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $592,091,310 across 5 Utilities - Diversified names. AVA ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	4,182,694	$406,432,375
2	AES	Aes Corp	7,668,088	$108,043,359
3	AVA	Avista Corp This page	1,190,709	$47,795,059
4	AQN	Algonquin Power & Utilities Corp.	2,675,980	$16,430,517
5	UTL	Unitil Corp	256,317	$13,390,000

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,795,059	1,190,709	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$46,327,585	1,202,065	-2.2%	Shares	Sole	2026-02-13
2025-09-30	$46,468,868	1,229,010	-2.9%	Shares	Sole	2025-11-10
2025-06-30	$48,049,823	1,266,135	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$53,041,962	1,266,825	+1.1%	Shares	Sole	2025-09-15
2024-12-31	$45,907,646	1,253,280	+2.0%	Shares	Sole	2025-02-06
2024-09-30	$47,596,586	1,228,299	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$41,587,133	1,201,593	+7.6%	Shares	Sole	2024-08-12
2024-03-31	$39,108,164	1,116,738	+6.2%	Shares	Sole	2024-05-09
2023-12-31	$37,597,300	1,051,967	+5.6%	Shares	Sole	2024-02-06
2023-09-30	$32,249,259	996,270	+5.4%	Shares	Sole	2023-11-08
2023-06-30	$37,110,424	945,007	+1.7%	Shares	Sole	2023-08-10
2023-03-31	$39,442,757	929,158	+2.6%	Shares	Sole	2023-05-12
2022-12-31	$40,141,268	905,306	+2.2%	Shares	Sole	2023-02-13
2022-09-30	$32,811,257	885,594	+2.7%	Shares	Sole	2022-11-14
2022-06-30	$37,529,245	862,543	+5.1%	Shares	Sole	2022-08-15
2022-03-31	$37,049,728	820,592	+3.7%	Shares	Sole	2022-05-13
2021-12-31	$33,637,250	791,651	+3.2%	Shares	Sole	2022-02-11
2021-09-30	$30,009,186	767,106	+6.2%	Shares	Sole	2021-11-16
2021-06-30	$30,825,106	722,407	+4.8%	Shares	Sole	2021-08-16
2021-03-31	$32,919,327	689,410	+0.2%	Shares	Sole	2021-05-17
2020-12-31	$27,623,143	688,170	+3.0%	Shares	Sole	2021-02-16
2020-09-30	$22,796,186	668,118	-0.4%	Shares	Sole	2020-11-13
2020-06-30	$24,401,714	670,561	-3.3%	Shares	Sole	2020-08-20
2020-03-31	$29,479,094	693,789	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.