CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OFRM — Once Upon a Farm, PBC
CIK 884546
SAN FRANCISCO, CA
Position in OFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,055,905
+$917,717 QoQ
Shares Held
100,386
+44.2% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 94 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OFRM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,841,977,120 across 39 Packaged Foods names. OFRM ranks #31 (0.1% 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 OFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,055,905 | 100,386 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,138,188 | 69,614 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||