CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WSM — Williams Sonoma Inc
CIK 884546
SAN FRANCISCO, CA
Position in WSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$142,625,454
+$5,875,877 QoQ
Shares Held
782,238
+2.2% QoQ
Ownership
0.664%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99258537682904.ToString("F0")%
Shared 0.ToString("F0")%
None 0.007414623170953085.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,759,009,375 across 29 Specialty Retail names. WSM ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
6,167,293 | $395,940,210 | |
| 2 | CASY |
Caseys General Stores Inc
|
313,393 | $228,106,228 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
348,277 | $182,047,870 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
3,497,421 | $158,433,171 | |
| 5 | FIVE |
Five Below, Inc
|
668,324 | $152,698,667 | |
| 6 | WSM |
Williams Sonoma Inc
This page
|
782,238 | $142,625,454 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
482,090 | $95,593,626 | |
| 8 | GME |
GameStop Corp.
|
3,598,734 | $82,914,831 |
All Filings in WSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,625,454 | 782,238 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $136,749,577 | 765,718 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $150,181,825 | 768,390 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $178,205,793 | 1,090,811 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $170,267,217 | 1,076,959 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $152,293,698 | 822,409 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $129,103,356 | 833,355 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $59,315,912 | 420,129 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $66,659,072 | 419,860 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $144,365,922 | 1,430,924 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $113,143,709 | 1,456,161 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $89,985,483 | 1,438,157 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $84,213,234 | 1,384,403 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,732,876 | 413,033 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,778,535 | 403,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,222,730 | 400,590 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,413,830 | 405,708 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $33,760,969 | 399,231 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $35,291,595 | 398,033 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $31,460,309 | 394,116 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $35,042,560 | 391,100 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,920,922 | 391,220 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,049,608 | 399,151 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,316,370 | 422,299 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $15,635,688 | 735,451 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||