Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

SMSM
31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in SM ENERGY CO

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 2.9M shares of SM (SM ENERGY CO), worth $75.5M as of 2026-Q2. The position was decreased (-0.2% shares). SM represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$75.5M

Current Shares

2.9M

Total Value Change

+$68.3M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.9M
-0.2%
$75.5M0.0%$26.10
0
2026-Q1
Increased
2.9M
+111.0%
$90.4M0.0%$24.09
48
2025-Q4
Increased
1.4M
+1.5%
$25.7M0.0%$18.78
29
2025-Q3
Increased
1.4M
+5.1%
$33.8M0.0%$25.37
30
2025-Q2
Increased
1.3M
+4.6%
$31.8M0.0%$24.42
30
2025-Q1
Decreased
1.2M
-1.9%
$36.9M0.0%$28.35
0
2024-Q4
Increased
1.3M
+2.7%
$48.7M0.0%$36.92
30
2024-Q3
Increased
1.2M
+1.8%
$48.9M0.0%$38.02
30
2024-Q2
Increased
1.2M
+1.6%
$51.9M0.0%$41.13
30
2024-Q1
Decreased
1.2M
-25.8%
$58.9M0.0%$47.26
0
2023-Q4
Increased
1.6M
+4.2%
$61.7M0.0%$36.52
31
2023-Q3
Increased
1.5M
+4.6%
$60.6M0.0%$37.27
31
2023-Q2
Increased
1.5M
+5.2%
$46.2M0.0%$29.30
31
2023-Q1
Increased
1.4M
+4.7%
$39.1M0.0%$26.09
30
2022-Q4
Decreased
1.3M
-3.4%
$46.2M0.0%$32.28
0
2022-Q3
Decreased
1.4M
-7.3%
$51.6M0.0%$34.90
0
2022-Q2
Decreased
1.5M
-3.5%
$50.6M0.0%$33.16
0
2022-Q1
Decreased
1.5M
-4.4%
$59.7M0.0%$37.49
0
2021-Q4
Decreased
1.6M
-32.7%
$47.3M0.0%$27.35
0
2021-Q3
Decreased
2.4M
-27.2%
$62.9M0.0%$24.36
0
2021-Q2
Decreased
3.3M
-7.8%
$80.6M0.0%$22.22
0
2021-Q1
Increased
3.6M
+185.7%
$58.1M0.0%$14.95
47
2020-Q4
Increased
1.2M
+10.4%
$7.6M0.0%$5.65
30
2020-Q3
Increased
1.1M
+9.6%
$1.8M0.0%$1.48
28
2020-Q2
Increased
1M
+9.6%
$3.9M0.0%$3.29
29
2020-Q1
Increased
937,250
+8.6%
$1.1M0.0%$1.02
27
2019-Q4
Increased
862,998
+6.8%
$9.7M0.0%$10.11
30
2019-Q3
Increased
808,116
+9.3%
$7.8M0.0%$8.84
30
2019-Q2
Increased
739,625
+53.8%
$9.3M0.0%$11.33
39
2019-Q1
Increased
480,888
+2.6%
$8.4M0.0%$15.79
28
2018-Q4
New
468,633
-
$7.3M0.0%$13.86
38

Other major holders of SM: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., BlackRock Finance, Inc.

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