CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,939,965
-$2,530,550 QoQ
Shares Held
788,678
-5.4% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $987,575,357 across 14 Utilities - Regulated Gas names. SWX ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
4,515,728 | $214,722,866 | |
| 2 | ATO |
Atmos Energy Corp
|
1,059,660 | $182,547,628 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
1,213,841 | $90,309,770 | |
| 4 | UGI |
Ugi Corp /Pa/
|
2,471,540 | $85,366,990 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
This page
|
788,678 | $69,939,965 | |
| 6 | NJR |
New Jersey Resources Corp
|
1,200,806 | $67,293,168 | |
| 7 | OGS |
ONE Gas, Inc.
|
766,365 | $59,063,750 | |
| 8 | SR |
Spire Inc
|
705,659 | $55,104,911 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,939,965 | 788,678 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $72,470,515 | 833,953 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,382,721 | 892,061 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $72,357,174 | 923,630 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67,805,517 | 911,487 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,655,118 | 970,127 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $70,054,023 | 990,723 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $72,123,265 | 977,810 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $66,347,507 | 942,704 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $68,706,944 | 902,495 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $36,560,298 | 577,116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $34,037,893 | 563,448 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,843,802 | 578,850 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $35,458,797 | 567,795 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,912,282 | 548,033 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $37,395,834 | 536,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,594,826 | 523,597 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,857,278 | 534,644 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $33,360,261 | 476,235 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,322,522 | 453,387 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $37,436,402 | 565,590 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $37,279,228 | 542,559 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $32,996,058 | 543,145 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $33,406,717 | 529,425 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $36,592,702 | 529,945 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $35,057,474 | 503,989 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||