CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in LOAR — Loar Holdings Inc.

CIK 884546 SAN FRANCISCO, CA

Position in LOAR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$20,222,567

-$2,745,385 QoQ

Shares Held

352,986

+4.5% QoQ

Ownership

0.377%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 99.99830021587258.ToString("F0")% Shared 0.ToString("F0")% None 0.0016997841274158183.ToString("F0")%

Industrials · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $14,614,647,191 across 56 Aerospace & Defense names. LOAR ranks #34 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	7,152,449	$4,322,868,649
2	GE	General Electric Co	7,715,990	$2,189,566,482
3	RTX	RTX Corp	10,541,522	$2,033,459,593
4	BA	Boeing Co	4,483,900	$892,430,617
5	NOC	Northrop Grumman Corp /De/	872,855	$595,496,595
6	GD	General Dynamics Corp	1,662,546	$570,619,038
7	HWM	Howmet Aerospace Inc.	2,472,820	$569,886,097
8	TDG	TransDigm Group INC	410,194	$475,398,438

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,222,567	352,986	+4.5%	Shares	Sole	2026-05-15
2025-12-31	$22,967,952	337,764	+1.8%	Shares	Sole	2026-02-13
2025-09-30	$26,549,920	331,874	+32.5%	Shares	Sole	2025-11-10
2025-06-30	$21,579,208	250,426	+52.6%	Shares	Sole	2025-08-12
2025-03-31	$11,593,523	164,098	-0.5%	Shares	Sole	2025-09-15
2024-12-31	$12,186,576	164,884	+54.2%	Shares	Sole	2025-02-06
2024-09-30	$7,973,447	106,897	+52.3%	Shares	Sole	2024-11-12
2024-06-30	$3,749,168	70,196	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.