CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SG — Sweetgreen, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,974,997
+$3,505,811 QoQ
Shares Held
905,221
+5.1% QoQ
Ownership
0.760%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 234 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,801,597,006 across 34 Restaurants names. SG ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,201,372 | $1,676,292,864 | |
| 2 | SBUX |
Starbucks Corp
|
8,739,565 | $893,096,145 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,711,214 | $764,547,195 | |
| 4 | YUM |
Yum Brands Inc
|
1,777,309 | $284,120,616 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,154,311 | $277,246,574 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
578,148 | $111,715,537 | |
| 7 | EAT |
Brinker International, Inc
|
634,754 | $106,638,672 | |
| 8 | BROS |
Dutch Bros Inc.
|
1,206,398 | $86,631,439 |
All Filings in SG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,974,997 | 905,221 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,469,186 | 861,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,033,617 | 892,547 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,157,224 | 771,582 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,884,249 | 865,877 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,913,567 | 835,874 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $27,235,354 | 849,512 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $29,432,327 | 830,249 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,088,566 | 766,044 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,665,624 | 738,940 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,264,469 | 731,369 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,411,895 | 715,906 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,802,572 | 608,625 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,599,704 | 586,697 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,032,741 | 587,251 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,553,103 | 570,438 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,128,349 | 96,854 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,994,679 | 93,613 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||