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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in LITE — Lumentum Holdings Inc.

CIK 884546 SAN FRANCISCO, CA

Position in LITE

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$684,512,133
+$378,316,312 QoQ
Shares Held
974,034
+17.3% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99.99846001268949.ToString("F0")% Shared 0.ToString("F0")% None 0.0015399873105045616.ToString("F0")%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,381,079,203 across 27 Communication Equipment names. LITE ranks #2 (12.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LITE
Lumentum Holdings Inc.
This page
974,034 $684,512,133

All Filings in LITE

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $684,512,133 974,034
2025-12-31 $306,195,821 830,722
2025-09-30 $139,220,858 855,638
2025-06-30 $65,154,979 685,409
2025-03-31 $45,114,585 723,686
2024-12-31 $61,957,954 738,034
2024-09-30 $46,784,263 738,155
2024-06-30 $35,697,262 701,046
2024-03-31 $31,473,450 664,698
2023-12-31 $32,925,316 628,106
2023-09-30 $26,829,691 593,840
2023-06-30 $42,498,995 749,145
2023-03-31 $38,466,246 712,206
2022-12-31 $35,551,403 681,453
2022-09-30 $44,337,019 646,595
2022-06-30 $49,723,353 626,081
2022-03-31 $62,727,617 642,701
2021-12-31 $65,859,277 622,665
2021-09-30 $52,767,957 631,649
2021-06-30 $50,063,893 610,312
2021-03-31 $53,748,421 588,379
2020-12-31 $54,346,564 573,276
2020-09-30 $43,205,985 575,083
2020-06-30 $47,627,022 584,883
2020-03-31 $54,262,362 736,260