CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HELE — Helen Of Troy Ltd
CIK 884546
SAN FRANCISCO, CA
Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,316,610
+$9,992,357 QoQ
Shares Held
802,085
-13.2% QoQ
Ownership
3.44%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,555,845,862 across 21 Household & Personal Products names. HELE ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
47,243,680 | $6,927,813,234 | |
| 2 | KMB |
Kimberly Clark Corp
|
10,812,708 | $1,186,910,956 | |
| 3 | CL |
Colgate Palmolive Co
|
5,148,163 | $471,983,583 | |
| 4 | KVUE |
Kenvue Inc.
|
13,513,253 | $258,238,264 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
1,589,004 | $153,942,707 | |
| 6 | EL |
Estee Lauder Companies Inc
|
1,724,102 | $136,117,851 | |
| 7 | CLX |
Clorox Co /De/
|
1,137,006 | $108,515,852 | |
| 8 | IPAR |
Interparfums Inc
|
716,526 | $80,150,598 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,316,610 | 802,085 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,324,253 | 924,012 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,728,560 | 881,344 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,782,329 | 705,648 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,172,851 | 605,104 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,837,372 | 520,422 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $28,847,273 | 482,154 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $25,363,324 | 410,078 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,113,929 | 357,062 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $39,344,203 | 341,411 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $40,452,382 | 334,843 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $38,995,264 | 334,551 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $34,919,193 | 323,266 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $28,942,910 | 304,118 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,692,865 | 285,753 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $24,621,132 | 255,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,242,224 | 303,197 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $58,185,826 | 297,109 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $69,317,757 | 283,543 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $62,684,821 | 278,996 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $62,598,409 | 274,410 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $57,303,101 | 272,017 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $64,146,475 | 288,701 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $58,300,415 | 301,263 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $48,381,290 | 256,583 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $37,301,753 | 258,986 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||