CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CVGW — Calavo Growers Inc
CIK 884546
SAN FRANCISCO, CA
Position in CVGW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,736,369
+$1,760,927 QoQ
Shares Held
377,525
+3.0% QoQ
Ownership
2.11%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 154 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CVGW Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $640,272,694 across 9 Food Distribution names. CVGW ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
3,263,287 | $232,770,261 | |
| 2 | USFD |
US Foods Holding Corp.
|
1,708,108 | $157,504,638 | |
| 3 | PFGC |
Performance Food Group Co
|
1,467,063 | $125,668,616 | |
| 4 | UNFI |
United Natural Foods Inc
|
1,073,918 | $48,390,745 | |
| 5 | ANDE |
Andersons, Inc.
|
494,024 | $35,461,042 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
434,532 | $25,832,927 | |
| 7 | CVGW |
Calavo Growers Inc
This page
|
377,525 | $9,736,369 | |
| 8 | AVO |
Mission Produce, Inc.
|
345,690 | $4,756,694 |
All Filings in CVGW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,736,369 | 377,525 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,975,442 | 366,687 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,959,374 | 309,222 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,840,543 | 257,260 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,951,775 | 206,410 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $5,246,395 | 205,741 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,497,027 | 262,777 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,058,814 | 310,961 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,091,748 | 362,882 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,237,562 | 348,098 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,115,582 | 321,664 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,075,975 | 312,749 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,219,260 | 320,447 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,132,816 | 310,640 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,685,940 | 305,069 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,254,665 | 293,736 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,146,289 | 250,927 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,447,737 | 222,824 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,566,281 | 197,863 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,065,965 | 174,487 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,708,425 | 163,684 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,926,129 | 157,369 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,148,720 | 153,142 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,578,991 | 152,265 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $8,565,349 | 148,472 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||