CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in YORW — York Water Co

CIK 884546 SAN FRANCISCO, CA

Position in YORW

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

Position Value

$4,141,887

+$545,255 QoQ

Shares Held

135,135

+14.4% QoQ

Ownership

0.833%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#20

of 167 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $365,351,326 across 10 Utilities - Regulated Water names. YORW ranks #7 (1.1% 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.	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 This page	135,135	$4,141,887
8	CWCO	Consolidated Water Co. Ltd.	43,567	$1,285,226

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,141,887	135,135	+14.4%	Shares	Sole	2026-08-14
2026-03-31	$3,596,632	118,116	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$3,771,989	118,467	-2.7%	Shares	Sole	2026-02-13
2025-09-30	$3,704,182	121,768	+3.3%	Shares	Sole	2025-11-10
2025-06-30	$3,724,534	117,865	+2.0%	Shares	Sole	2025-08-12
2025-03-31	$4,006,407	115,525	-1.6%	Shares	Sole	2025-09-15
2024-12-31	$3,841,491	117,405	+0.6%	Shares	Sole	2025-02-06
2024-09-30	$4,370,308	116,666	+2.5%	Shares	Sole	2024-11-12
2024-06-30	$4,222,251	113,838	+1.7%	Shares	Sole	2024-08-12
2024-03-31	$4,058,939	111,909	-0.7%	Shares	Sole	2024-05-09
2023-12-31	$4,351,006	112,662	+2.9%	Shares	Sole	2024-02-06
2023-09-30	$4,105,529	109,510	+2.6%	Shares	Sole	2023-11-08
2023-06-30	$4,402,848	106,684	+1.1%	Shares	Sole	2023-08-10
2023-03-31	$4,716,833	105,522	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$4,748,943	105,579	+2.0%	Shares	Sole	2023-02-13
2022-09-30	$3,978,427	103,524	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$4,110,922	101,680	+6.5%	Shares	Sole	2022-08-15
2022-03-31	$4,293,330	95,471	+4.8%	Shares	Sole	2022-05-13
2021-12-31	$4,533,464	91,070	+2.9%	Shares	Sole	2022-02-11
2021-09-30	$3,866,422	88,517	-0.7%	Shares	Sole	2021-11-16
2021-06-30	$4,037,589	89,130	+2.0%	Shares	Sole	2021-08-16
2021-03-31	$4,280,859	87,418	+2.7%	Shares	Sole	2021-05-17
2020-12-31	$3,966,312	85,114	+0.4%	Shares	Sole	2021-02-16
2020-09-30	$3,584,411	84,798	+160.4%	Shares	Sole	2020-11-13
2020-06-30	$1,561,769	32,564	-26.9%	Shares	Sole	2020-08-20
2020-03-31	$1,935,969	44,546	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.