CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BFS — Saul Centers, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,145,312
+$766,267 QoQ
Shares Held
137,612
+2.4% QoQ
Ownership
0.557%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,987,098,533 across 26 REIT - Retail names. BFS ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,525,891 | $1,012,215,521 | |
| 2 | O |
Realty Income Corp
|
13,069,240 | $809,770,110 | |
| 3 | KIM |
Kimco Realty Corp
|
11,457,411 | $290,445,368 | |
| 4 | REG |
Regency Centers Corp
|
2,843,594 | $226,748,185 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,379,303 | $201,139,423 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,535,361 | $189,524,961 | |
| 7 | ADC |
Agree Realty Corp
|
2,196,532 | $166,365,333 | |
| 8 | MAC |
Macerich Co
|
5,783,144 | $145,677,397 |
All Filings in BFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,145,312 | 137,612 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,379,045 | 134,409 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,738,543 | 118,571 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,610,711 | 113,295 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,134,149 | 121,094 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,694,253 | 102,419 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $4,229,200 | 109,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,382,847 | 104,453 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,850,554 | 104,720 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,138,868 | 107,531 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,117,420 | 104,849 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,586,747 | 101,694 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,542,419 | 96,183 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,717,558 | 95,322 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,874,485 | 95,243 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,497,362 | 93,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,307,267 | 91,430 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,917,489 | 93,311 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,703,987 | 88,721 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,825,685 | 86,829 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,921,744 | 86,287 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,664,650 | 91,365 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,609,481 | 82,370 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,154,627 | 81,062 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,789,354 | 86,438 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,437,132 | 74,439 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||