CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in EFOR — Everforth Inc
CIK 884546
SAN FRANCISCO, CA
Position in EFOR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,630,679
-$12,807,456 QoQ
Shares Held
538,930
-7.0% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 242 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFOR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,123,994,888 across 46 Information Technology Services names. EFOR ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
21,574,383 | $2,684,716,219 | |
| 2 | IBM |
International Business Machines Corp
|
7,132,137 | $2,005,628,244 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
16,314,341 | $634,301,576 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
3,699,796 | $506,687,061 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
3,743,951 | $145,003,222 | |
| 6 | CDW |
CDW Corp
|
921,916 | $129,658,266 | |
| 7 | CACI |
Caci International Inc /De/
|
199,901 | $92,606,136 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
664,587 | $91,540,212 |
All Filings in EFOR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,630,679 | 538,930 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,438,135 | 579,647 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,743,474 | 492,910 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,354,929 | 472,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,107,843 | 562,945 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,284,266 | 544,022 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $45,215,616 | 542,544 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $51,204,712 | 549,230 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $48,464,492 | 549,671 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $58,218,798 | 555,735 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $52,811,659 | 549,149 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $44,804,583 | 548,538 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $42,048,389 | 555,975 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $46,006,185 | 556,504 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,216,967 | 702,221 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $60,744,816 | 672,179 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,315,819 | 657,239 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $75,564,122 | 647,452 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $77,001,846 | 624,002 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $71,811,655 | 634,715 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $62,334,229 | 643,085 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $60,017,253 | 628,848 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $52,443,809 | 627,844 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $41,122,875 | 646,993 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $43,724,543 | 655,737 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $22,510,884 | 637,341 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||