CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PHM — Pultegroup Inc/Mi/
CIK 884546
SAN FRANCISCO, CA
Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$202,902,579
+$32,471,929 QoQ
Shares Held
1,478,774
+2.0% QoQ
Ownership
0.789%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 1,041 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,510,585,346 across 18 Residential Construction names. PHM ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,035,785 | $331,588,660 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
1,478,774 | $202,902,579 | |
| 3 | LEN |
Lennar Corp /New/
|
1,890,639 | $171,068,309 | |
| 4 | NVR |
Nvr Inc
|
25,100 | $171,016,337 | |
| 5 | TOL |
Toll Brothers, Inc.
|
736,546 | $121,345,953 | |
| 6 | MTH |
Meritage Homes CORP
|
1,036,907 | $86,944,651 | |
| 7 | IBP |
Installed Building Products, Inc.
|
358,287 | $82,348,684 | |
| 8 | SKY |
Champion Homes, Inc.
|
789,546 | $69,574,793 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,902,579 | 1,478,774 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $170,430,650 | 1,449,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $167,106,287 | 1,425,092 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $184,445,023 | 1,395,936 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $146,118,099 | 1,385,531 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $141,280,918 | 1,374,328 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $147,177,369 | 1,351,491 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $191,133,446 | 1,331,662 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $147,813,213 | 1,342,536 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $159,707,514 | 1,324,055 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $138,996,568 | 1,346,605 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $101,322,318 | 1,368,296 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $154,426,597 | 1,987,984 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $118,550,145 | 2,034,148 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $105,881,335 | 2,325,529 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $85,135,012 | 2,270,267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $89,204,237 | 2,250,927 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $95,393,646 | 2,276,698 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $137,287,688 | 2,401,814 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $98,923,251 | 2,154,252 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $116,925,556 | 2,142,671 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $110,416,982 | 2,105,587 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $83,501,276 | 1,936,486 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $99,305,983 | 2,145,301 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $76,495,900 | 2,247,896 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $40,081,318 | 1,795,758 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||