CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CSV — Carriage Services Inc
CIK 884546
SAN FRANCISCO, CA
Position in CSV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,710,239
+$282,219 QoQ
Shares Held
125,060
-2.5% QoQ
Ownership
0.788%
of shares outstanding
% of Portfolio
0.00%
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%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $381,401,342 across 8 Personal Services names. CSV ranks #7 (1.5% 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
This page
|
125,060 | $5,710,239 | |
| 8 | ANDG |
Andersen Group Inc.
|
10,004 | $272,108 |
All Filings in CSV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,710,239 | 125,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,428,020 | 128,322 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,722,944 | 128,490 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,055,962 | 110,537 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,112,847 | 106,138 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $5,525,720 | 138,663 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,553,621 | 169,163 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,402,516 | 201,286 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,098,601 | 225,540 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,274,383 | 210,891 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,841,089 | 171,366 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,692,174 | 144,508 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,634,321 | 119,080 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,703,353 | 98,161 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,111,705 | 96,757 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,833,401 | 96,681 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,872,806 | 110,122 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,966,995 | 108,116 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,019,005 | 112,559 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,138,384 | 111,939 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,978,123 | 113,047 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,450,524 | 110,170 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,439,129 | 109,329 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,012,171 | 111,047 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $1,685,139 | 104,343 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||