CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OTTR — Otter Tail Corp
CIK 884546
SAN FRANCISCO, CA
Position in OTTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$46,002,100
+$2,955,341 QoQ
Shares Held
524,121
-1.6% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99198658325082.ToString("F0")%
Shared 0.ToString("F0")%
None 0.00801341674918578.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,755,315,864 across 19 Conglomerates names. OTTR ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
4,037,643 | $957,135,386 | |
| 2 | MMM |
3M Co
|
3,431,930 | $498,419,193 | |
| 3 | VMI |
Valmont Industries Inc
|
255,049 | $101,909,928 | |
| 4 | GHC |
Graham Holdings Co
|
44,148 | $46,675,914 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
524,121 | $46,002,100 | |
| 6 | SEB |
Seaboard Corp /De/
|
6,036 | $34,127,664 | |
| 7 | DLX |
Deluxe Corp
|
1,068,025 | $29,413,408 | |
| 8 | MATW |
Matthews International Corp
|
590,357 | $15,243,017 |
All Filings in OTTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||