CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SMA — SmartStop Self Storage REIT, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SMA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,636,228
+$1,298,608 QoQ
Shares Held
846,639
+7.6% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,883,643,050 across 17 REIT - Industrial names. SMA ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,894,627 | $1,572,231,796 | |
| 2 | PSA |
Public Storage
|
3,208,860 | $869,215,995 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,803,646 | $367,642,099 | |
| 4 | EGP |
Eastgroup Properties Inc
|
809,829 | $149,891,249 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
2,564,958 | $148,382,820 | |
| 6 | TRNO |
Terreno Realty Corp
|
2,142,494 | $131,591,981 | |
| 7 | CUBE |
CubeSmart
|
3,588,358 | $131,513,320 | |
| 8 | STAG |
STAG Industrial, Inc.
|
3,619,100 | $130,504,746 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,636,228 | 846,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,337,620 | 786,607 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,121,758 | 454,882 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,032,028 | 442,507 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||