Position in CR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,237,029
-$1,793,644 QoQ
Shares Held
393,199
+5.1% QoQ
Ownership
0.681%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,287,000,933 across 56 Specialty Industrial Machinery names. CR ranks #26 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,960,471 | $1,711,295,135 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,563,895 | $1,400,061,358 | |
| 3 | ETN |
Eaton Corp plc
|
2,344,740 | $838,643,155 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,735,345 | $711,982,949 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,537,690 | $551,846,185 | |
| 6 | CMI |
Cummins Inc
|
914,834 | $492,198,988 | |
| 7 | EMR |
Emerson Electric Co
|
3,541,657 | $464,027,900 | |
| 8 | AME |
Ametek Inc/
|
1,426,165 | $305,712,729 |
All Filings in CR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,237,029 | 393,199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $69,030,673 | 374,292 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $70,806,617 | 384,526 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $105,602,766 | 556,126 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,540,225 | 571,486 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $88,897,578 | 585,816 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $92,707,445 | 585,718 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $84,455,199 | 582,530 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $77,519,756 | 573,668 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $66,495,571 | 562,854 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $50,032,644 | 563,177 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $49,196,735 | 552,028 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||