CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SW — Smurfit Westrock plc
CIK 884546
SAN FRANCISCO, CA
Position in SW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$141,012,413
+$12,053,725 QoQ
Shares Held
3,538,580
+6.1% QoQ
Ownership
0.675%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 99.99559145193835.ToString("F0")%
Shared 0.ToString("F0")%
None 0.0044085480616518485.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,288,507,514 across 19 Packaging & Containers names. SW ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
860,430 | $182,600,454 | |
| 2 | BALL |
BALL Corp
|
2,678,355 | $158,317,564 | |
| 3 | SW |
Smurfit Westrock plc
This page
|
3,538,580 | $141,012,413 | |
| 4 | IP |
International Paper Co /New/
|
3,942,105 | $140,733,148 | |
| 5 | AMCR |
Amcor plc
|
3,264,797 | $129,775,680 | |
| 6 | AVY |
Avery Dennison Corp
|
738,263 | $127,483,254 | |
| 7 | CCK |
Crown Holdings, Inc.
|
843,710 | $84,581,927 | |
| 8 | SEE |
SEALED AIR CORP/DE
|
1,695,390 | $71,291,149 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,012,413 | 3,538,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $128,958,688 | 3,334,851 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $135,245,017 | 3,177,003 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $125,613,921 | 2,911,099 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $131,777,970 | 2,924,500 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $161,466,947 | 2,997,901 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $151,212,449 | 3,059,742 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||