Position in TEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,406,187
+$15,206,725 QoQ
Shares Held
1,525,158
-5.3% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,616,817,459 across 19 Farm & Heavy Construction Machinery names. TEX ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
3,322,782 | $3,538,430,551 | |
| 2 | DE |
Deere & Co
|
1,638,704 | $1,039,479,108 | |
| 3 | PCAR |
Paccar Inc
|
3,531,292 | $424,178,794 | |
| 4 | FSS |
Federal Signal Corp /De/
|
908,144 | $116,687,422 | |
| 5 | TEX |
Terex Corp
This page
|
1,525,158 | $110,406,187 | |
| 6 | OSK |
Oshkosh Corp
|
685,753 | $105,249,369 | |
| 7 | CNH |
CNH Industrial N.V.
|
7,660,612 | $86,028,672 | |
| 8 | AGCO |
Agco Corp /De
|
524,596 | $62,794,140 |
All Filings in TEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,406,187 | 1,525,158 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $95,199,462 | 1,610,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,889,041 | 1,065,737 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $54,033,315 | 1,053,281 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $48,410,012 | 1,036,839 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $38,599,977 | 1,021,704 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $45,417,435 | 982,636 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $49,781,854 | 940,878 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $53,036,531 | 967,114 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $61,629,898 | 956,986 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $52,977,258 | 921,985 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $50,683,762 | 879,621 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $53,043,542 | 886,571 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $43,838,521 | 906,129 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,741,999 | 906,882 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,908,870 | 904,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,869,404 | 872,101 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,551,348 | 856,740 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,527,756 | 876,627 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $34,464,196 | 818,627 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $41,297,397 | 867,228 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $40,091,219 | 870,224 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,207,081 | 894,442 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,353,105 | 947,991 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $19,006,952 | 1,012,624 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $16,364,009 | 1,139,555 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||