Position in BOX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,584,306
+$6,578,156 QoQ
Shares Held
1,642,212
+4.9% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 391 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $32,682,327,528 across 100 Software - Infrastructure names. BOX ranks #35 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,298,999 | $19,508,572,606 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,382,853 | $2,176,680,529 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,699,013 | $2,064,943,846 | |
| 4 | ORCL |
Oracle Corp
|
10,531,224 | $1,543,350,876 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,972,808 | $1,521,092,173 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,967,178 | $763,057,884 | |
| 7 | SNPS |
Synopsys Inc
|
1,492,070 | $665,567,664 | |
| 8 | NET |
Cloudflare, Inc.
|
1,795,993 | $440,521,162 |
All Filings in BOX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,584,306 | 1,642,212 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,006,150 | 1,565,404 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,336,895 | 1,348,609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,144,553 | 1,367,975 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $51,114,048 | 1,495,875 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $42,681,910 | 1,383,082 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $44,228,276 | 1,399,629 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $44,899,504 | 1,371,815 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,723,201 | 1,237,640 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,847,178 | 1,159,858 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $31,257,465 | 1,220,518 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $30,866,878 | 1,274,964 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,360,129 | 1,237,581 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $32,304,935 | 1,205,858 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $37,445,592 | 1,202,878 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,315,033 | 1,160,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,800,264 | 1,105,818 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $35,752,082 | 1,230,285 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $32,225,406 | 1,230,447 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $32,042,031 | 1,353,698 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $34,124,605 | 1,335,601 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,818,680 | 1,298,723 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $23,056,275 | 1,277,356 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,266,607 | 1,225,035 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,445,199 | 1,225,684 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $14,872,038 | 1,059,262 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||