CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in IEX — Idex Corp /De/
CIK 884546
SAN FRANCISCO, CA
Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$155,157,090
+$25,138,490 QoQ
Shares Held
683,662
-0.3% QoQ
Ownership
0.927%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,603,267,139 across 56 Specialty Industrial Machinery names. IEX ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,114,132 | $2,483,809,121 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,441,744 | $1,410,198,640 | |
| 3 | ETN |
Eaton Corp plc
|
2,370,767 | $1,010,231,233 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,524,563 | $754,780,649 | |
| 5 | CMI |
Cummins Inc
|
887,180 | $632,745,647 | |
| 6 | EMR |
Emerson Electric Co
|
3,565,525 | $510,404,903 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,716,631 | $464,297,186 | |
| 8 | AME |
Ametek Inc/
|
1,435,060 | $347,198,415 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,157,090 | 683,662 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $130,018,600 | 685,933 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $118,709,823 | 667,134 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $107,257,049 | 658,989 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $116,071,258 | 661,111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $117,354,882 | 648,477 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $133,983,900 | 640,183 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $135,230,023 | 630,443 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $125,913,776 | 625,814 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $150,296,310 | 615,918 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $132,164,409 | 608,744 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $123,468,606 | 593,542 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $126,138,700 | 585,983 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $136,029,539 | 588,796 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $133,928,559 | 586,557 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $113,386,296 | 567,357 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $101,403,484 | 558,297 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $105,402,800 | 549,746 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $125,938,472 | 532,915 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $107,394,426 | 518,939 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $111,228,013 | 505,467 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $103,381,682 | 493,893 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $100,794,801 | 505,998 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $91,592,074 | 502,122 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $84,346,580 | 533,704 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $74,220,866 | 537,404 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||