CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LWAY — Lifeway Foods, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in LWAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$485,049
+$221,735 QoQ
Shares Held
16,255
+19.4% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 96 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LWAY Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,840,600,272 across 38 Packaged Foods names. LWAY ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
18,048,765 | $628,097,022 | |
| 2 | KHC |
Kraft Heinz Co
|
7,356,363 | $173,757,293 | |
| 3 | SJM |
J M SMUCKER Co
|
1,109,721 | $124,843,612 | |
| 4 | MZTI |
Marzetti Co
|
829,614 | $94,708,734 | |
| 5 | DAR |
Darling Ingredients Inc.
|
1,650,959 | $90,175,380 | |
| 6 | MKC |
Mccormick & Co Inc
|
1,733,340 | $87,395,002 | |
| 7 | INGR |
Ingredion Inc
|
733,187 | $69,440,140 | |
| 8 | FLO |
Flowers Foods Inc
|
8,196,732 | $64,754,182 |
All Filings in LWAY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,049 | 16,255 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $263,314 | 13,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $373,287 | 15,406 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $428,780 | 15,446 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $380,078 | 15,419 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $315,625 | 12,909 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $320,118 | 12,908 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $334,575 | 12,908 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $218,469 | 17,108 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||