CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SW — Smurfit Westrock plc
CIK 884546
SAN FRANCISCO, CA
Position in SW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$169,031,495
+$28,019,082 QoQ
Shares Held
3,653,945
+3.3% QoQ
Ownership
0.697%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,335,643,829 across 19 Packaging & Containers names. SW ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
859,097 | $204,705,632 | |
| 2 | BALL |
BALL Corp
|
2,711,577 | $169,202,404 | |
| 3 | SW |
Smurfit Westrock plc
This page
|
3,653,945 | $169,031,495 | |
| 4 | IP |
International Paper Co /New/
|
4,103,435 | $156,340,873 | |
| 5 | AMCR |
Amcor plc
|
3,291,462 | $142,684,877 | |
| 6 | AVY |
Avery Dennison Corp
|
735,850 | $119,465,247 | |
| 7 | CCK |
Crown Holdings, Inc.
|
852,830 | $95,363,450 | |
| 8 | SON |
Sonoco Products Co
|
1,102,076 | $62,101,982 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,031,495 | 3,653,945 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||