CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LAD — Lithia Motors Inc
CIK 884546
SAN FRANCISCO, CA
Position in LAD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,907,192
-$13,249,997 QoQ
Shares Held
227,884
+7.9% QoQ
Ownership
0.999%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.997805901248.ToString("F0")%
Shared 0.ToString("F0")%
None 0.00219409875199663.ToString("F0")%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $943,474,896 across 18 Auto & Truck Dealerships names. LAD ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
1,034,740 | $325,301,561 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
572,303 | $85,570,744 | |
| 3 | AN |
Autonation, Inc.
|
344,683 | $67,302,802 | |
| 4 | VVV |
Valvoline Inc
|
1,894,852 | $63,818,615 | |
| 5 | KMX |
Carmax Inc
|
1,434,590 | $59,650,252 | |
| 6 | LAD |
Lithia Motors Inc
This page
|
227,884 | $56,907,192 | |
| 7 | GPI |
Group 1 Automotive Inc
|
157,211 | $51,978,672 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
765,330 | $50,595,966 |
All Filings in LAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,907,192 | 227,884 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,157,189 | 211,107 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,802,716 | 211,401 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $70,988,819 | 210,138 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,917,566 | 210,934 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $74,435,869 | 208,253 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $65,479,897 | 206,145 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,262,521 | 222,866 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $64,614,197 | 214,765 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $68,664,429 | 208,529 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $58,839,481 | 199,233 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $80,097,100 | 263,382 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $58,636,298 | 256,132 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,553,122 | 251,798 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $52,178,774 | 243,201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,550,221 | 245,807 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $77,041,104 | 256,701 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $73,370,406 | 247,080 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $76,219,586 | 240,410 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $81,312,096 | 236,620 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $103,525,204 | 265,388 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $74,116,628 | 253,243 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $50,143,380 | 219,985 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $26,595,793 | 175,747 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $14,074,832 | 172,085 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||