CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in FORR — Forrester Research, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in FORR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$545,422
+$42,028 QoQ
Shares Held
64,854
-27.1% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 98 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORR Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $662,486,001 across 10 Consulting Services names. FORR ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAH |
Booz Allen Hamilton Holding Corp
|
3,993,220 | $242,268,657 | |
| 2 | EFX |
Equifax Inc
|
983,836 | $156,154,449 | |
| 3 | VRSK |
Verisk Analytics, Inc.
|
851,907 | $152,942,863 | |
| 4 | FCN |
Fti Consulting, Inc
|
424,988 | $63,327,461 | |
| 5 | ICFI |
ICF International, Inc.
|
269,234 | $19,616,389 | |
| 6 | HURN |
Huron Consulting Group Inc.
|
181,790 | $16,390,186 | |
| 7 | CRAI |
Cra International, Inc.
|
53,685 | $7,639,375 | |
| 8 | RGP |
Resources Connection, Inc.
|
813,385 | $3,456,886 |
All Filings in FORR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,422 | 64,854 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $503,394 | 88,939 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $761,566 | 93,789 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,011,102 | 95,387 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $877,635 | 88,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $816,806 | 88,399 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $1,517,639 | 96,850 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,734,507 | 96,308 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,588,764 | 93,019 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,027,157 | 94,024 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,481,479 | 92,558 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,681,081 | 92,771 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,516,343 | 86,502 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,764,372 | 85,452 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,010,419 | 84,184 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,920,771 | 81,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,743,384 | 78,248 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,542,430 | 80,511 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,597,795 | 78,287 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,817,354 | 77,494 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,519,409 | 76,843 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,207,324 | 75,502 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,012,107 | 71,888 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,339,566 | 71,350 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,253,533 | 70,335 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $1,898,254 | 64,942 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||