CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OTTR — Otter Tail Corp
CIK 884546
SAN FRANCISCO, CA
Position in OTTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,767,644
+$765,544 QoQ
Shares Held
519,756
-0.8% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,346,477,025 across 20 Conglomerates names. OTTR ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
3,448,533 | $558,351,977 | |
| 2 | HON |
Honeywell International Inc
|
2,031,187 | $454,782,769 | |
| 3 | VMI |
Valmont Industries Inc
|
244,104 | $140,994,470 | |
| 4 | OTTR |
Otter Tail Corp
This page
|
519,756 | $46,767,644 | |
| 5 | GHC |
Graham Holdings Co
|
40,801 | $46,571,077 | |
| 6 | SEB |
Seaboard Corp /De/
|
5,411 | $24,156,490 | |
| 7 | DLX |
Deluxe Corp
|
858,413 | $20,498,902 | |
| 8 | MATW |
Matthews International Corp
|
503,394 | $13,551,366 |
All Filings in OTTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,767,644 | 519,756 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $46,002,100 | 524,121 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,046,759 | 532,691 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,383,230 | 541,457 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $41,191,345 | 534,328 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,311,035 | 551,338 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $39,618,482 | 536,545 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $39,793,600 | 509,130 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $44,294,700 | 505,705 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $41,964,307 | 485,698 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $42,373,604 | 498,689 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $38,631,816 | 508,849 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $39,305,340 | 497,788 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $35,889,932 | 496,609 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $28,949,666 | 493,096 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $29,478,046 | 479,162 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,227,000 | 494,965 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,752,625 | 460,042 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $29,494,888 | 412,978 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,004,789 | 411,020 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $19,581,010 | 401,168 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,628,398 | 381,815 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,528,660 | 364,437 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,912,255 | 356,988 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,930,458 | 359,125 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $20,779,803 | 467,382 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||