CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SOBO — South Bow Corp
CIK 884546
SAN FRANCISCO, CA
Position in SOBO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,060,787
+$2,921,246 QoQ
Shares Held
540,885
+11.7% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 302 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOBO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,221,379,511 across 29 Oil & Gas Midstream names. SOBO ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
20,373,418 | $1,771,264,960 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
29,766,795 | $951,644,434 | |
| 3 | WMB |
Williams Companies, Inc.
|
7,681,072 | $571,010,891 | |
| 4 | TRGP |
Targa Resources Corp.
|
1,820,259 | $488,084,247 | |
| 5 | ENB |
Enbridge Inc
|
7,074,571 | $383,512,493 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
956,412 | $228,592,031 | |
| 7 | TRP |
Tc Energy Corp
|
3,118,864 | $206,749,494 | |
| 8 | DTM |
DT Midstream, Inc.
|
801,809 | $117,657,452 |
All Filings in SOBO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,060,787 | 540,885 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,139,541 | 484,380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,119,873 | 441,204 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,503,812 | 441,987 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,925,884 | 421,686 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,718,147 | 498,360 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $12,635,028 | 536,064 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||