CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SMR — NUSCALE POWER Corp
CIK 884546
SAN FRANCISCO, CA
Position in SMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,808,749
+$7,056,920 QoQ
Shares Held
2,074,651
+63.5% QoQ
Ownership
0.483%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 518 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,603,267,139 across 56 Specialty Industrial Machinery names. SMR ranks #39 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,114,132 | $2,483,809,121 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,441,744 | $1,410,198,640 | |
| 3 | ETN |
Eaton Corp plc
|
2,370,767 | $1,010,231,233 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,524,563 | $754,780,649 | |
| 5 | CMI |
Cummins Inc
|
887,180 | $632,745,647 | |
| 6 | EMR |
Emerson Electric Co
|
3,565,525 | $510,404,903 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,716,631 | $464,297,186 | |
| 8 | AME |
Ametek Inc/
|
1,435,060 | $347,198,415 |
All Filings in SMR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,808,749 | 2,074,651 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,751,829 | 1,268,619 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,029,052 | 1,201,768 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,202,308 | 1,088,953 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $40,030,684 | 1,011,898 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,005,825 | 847,869 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $13,185,417 | 735,383 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,842,531 | 677,248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,533,936 | 216,761 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $770,932 | 145,185 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $477,658 | 145,185 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $711,406 | 145,185 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $957,582 | 140,821 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $719,573 | 79,161 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $800,741 | 78,045 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $897,280 | 76,822 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $454,884 | 45,534 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||