CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SYM — Symbotic Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SYM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,158,269
-$2,977,984 QoQ
Shares Held
381,719
+0.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 414 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYM 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. SYM ranks #40 (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 SYM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,158,269 | 381,719 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,136,253 | 378,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,702,668 | 347,944 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,452,968 | 286,697 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,976,059 | 231,044 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,677,665 | 231,453 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $5,476,915 | 230,996 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,343,214 | 219,074 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,982,951 | 198,605 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,687,520 | 193,056 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,609,280 | 89,797 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,895,974 | 86,628 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $272,571 | 6,367 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||