CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in WTRG — Essential Utilities, Inc.

CIK 884546 SAN FRANCISCO, CA

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Position in WTRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$76,324,553

-$3,644,861 QoQ

Shares Held

1,992,288

+0.3% QoQ

Ownership

0.702%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#27

of 691 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WTRG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Water

Utilities · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $365,992,145 across 11 Utilities - Regulated Water names. WTRG ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	1,263,713	$166,279,356
2	WTRG	Essential Utilities, Inc. This page	1,992,288	$76,324,553
3	AWR	American States Water Co	478,996	$39,579,439
4	CWT	California Water Service Group	725,290	$35,285,358
5	HTO	H2o America	503,037	$30,569,558
6	MSEX	Middlesex Water Co	193,653	$10,875,552
7	YORW	York Water Co	135,135	$4,141,887
8	CWCO	Consolidated Water Co. Ltd.	43,567	$1,285,226

All Filings in WTRG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,324,553	1,992,288	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$79,969,414	1,985,831	+3.4%	Shares	Sole	2026-05-15
2025-12-31	$73,649,397	1,919,953	-5.4%	Shares	Sole	2026-02-13
2025-09-30	$80,966,835	2,029,244	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$75,481,924	2,032,362	-3.4%	Shares	Sole	2025-08-12
2025-03-31	$83,162,304	2,103,777	+1.5%	Shares	Sole	2025-09-15
2024-12-31	$75,250,245	2,071,868	+10.7%	Shares	Sole	2025-02-06
2024-09-30	$72,200,417	1,871,932	+8.7%	Shares	Sole	2024-11-12
2024-06-30	$64,311,004	1,722,770	+10.5%	Shares	Sole	2024-08-12
2024-03-31	$57,786,181	1,559,681	-19.2%	Shares	Sole	2024-05-09
2023-12-31	$72,127,257	1,931,118	+9.2%	Shares	Sole	2024-02-06
2023-09-30	$60,714,733	1,768,562	+4.4%	Shares	Sole	2023-11-08
2023-06-30	$67,598,041	1,693,762	+1.6%	Shares	Sole	2023-08-10
2023-03-31	$72,776,902	1,667,283	+1.3%	Shares	Sole	2023-05-12
2022-12-31	$78,590,929	1,646,573	+3.3%	Shares	Sole	2023-02-13
2022-09-30	$65,953,306	1,593,845	+5.2%	Shares	Sole	2022-11-14
2022-06-30	$69,472,057	1,515,203	+4.0%	Shares	Sole	2022-08-15
2022-03-31	$74,493,904	1,456,951	+3.7%	Shares	Sole	2022-05-13
2021-12-31	$75,466,073	1,405,589	+6.0%	Shares	Sole	2022-02-11
2021-09-30	$61,116,042	1,326,303	+4.4%	Shares	Sole	2021-11-16
2021-06-30	$58,071,309	1,270,707	+4.2%	Shares	Sole	2021-08-16
2021-03-31	$54,550,205	1,218,999	+1.9%	Shares	Sole	2021-05-17
2020-12-31	$56,598,847	1,196,846	+1.7%	Shares	Sole	2021-02-16
2020-09-30	$47,365,274	1,176,777	-5.0%	Shares	Sole	2020-11-13
2020-06-30	$52,330,248	1,238,879	-1.2%	Shares	Sole	2020-08-20
2020-03-31	$51,027,543	1,253,748	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.