Question 1

How many shares of EPAC does CHARLES SCHWAB INVESTMENT MANAGEMENT INC own?

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 601,811 shares of EPAC (ENERPAC TOOL GROUP CORP).

Question 2

What is CHARLES SCHWAB INVESTMENT MANAGEMENT INC's EPAC position worth?

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's EPAC position is worth $21.9M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling EPAC?

Accepted Answer

In 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC decreased their EPAC position (-0.5% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy EPAC?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in EPAC in 2020-Q1. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	601,811	-0.5%	$21.9M	0.0%	$40.06	0
2025-Q4	Decreased	604,511	-1.2%	$23.1M	0.0%	$39.42	0
2025-Q3	Decreased	611,703	-1.0%	$25.1M	0.0%	$40.49	0
2025-Q2	Decreased	617,781	-1.0%	$25.1M	0.0%	$41.49	0
2025-Q1	Decreased	624,014	-0.3%	$28M	0.0%	$44.76	0
2024-Q4	Increased	626,058	+0.7%	$25.7M	0.0%	$41.35	29
2024-Q3	Increased	621,456	+1.1%	$26M	0.0%	$41.78	29
2024-Q2	Increased	614,553	+2.3%	$23.5M	0.0%	$38.11	29
2024-Q1	Increased	600,960	+2.3%	$21.4M	0.0%	$35.59	29
2023-Q4	Increased	587,691	+1.6%	$18.3M	0.0%	$31.03	29
2023-Q3	Increased	578,582	+2.8%	$15.3M	0.0%	$26.34	29
2023-Q2	Increased	563,097	+0.5%	$15.2M	0.0%	$27.03	28
2023-Q1	Increased	560,267	+0.1%	$14.3M	0.0%	$24.81	28
2022-Q4	Decreased	559,591	-3.6%	$14.2M	0.0%	$25.36	0
2022-Q3	Decreased	580,278	-2.5%	$10.3M	0.0%	$17.87	0
2022-Q2	Increased	595,454	+1.1%	$11.3M	0.0%	$18.56	28
2022-Q1	Increased	588,668	+3.2%	$12.9M	0.0%	$21.51	29
2021-Q4	Decreased	570,201	-1.6%	$11.6M	0.0%	$20.23	0
2021-Q3	Decreased	579,154	-0.8%	$12M	0.0%	$21.53	0
2021-Q2	Decreased	583,878	-1.1%	$15.5M	0.0%	$26.80	0
2021-Q1	Increased	590,047	+2.4%	$15.4M	0.0%	$26.07	29
2020-Q4	Increased	576,446	+0.5%	$13M	0.0%	$22.34	28
2020-Q3	Decreased	573,331	-0.7%	$10.8M	0.0%	$19.80	0
2020-Q2	Decreased	577,477	-8.0%	$10.2M	0.0%	$17.61	0
2020-Q1	New	627,359	-	$10.4M	0.0%	$16.63	38

EPAC25 quarters

EPAC
25 quarters