Question 1

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

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 1.2M shares of SMPL (SIMPLY GOOD FOODS CO).

Question 2

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

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's SMPL position is worth $17.4M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling SMPL?

Accepted Answer

In 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their SMPL position (+4.0% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy SMPL?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in SMPL in 2018-Q4. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	1.2M	+4.0%	$17.4M	0.0%	$16.26	29
2025-Q4	Increased	1.2M	+11.0%	$23.4M	0.0%	$19.85	32
2025-Q3	Increased	1.1M	+0.6%	$26.1M	0.0%	$24.59	29
2025-Q2	Increased	1M	+0.4%	$33M	0.0%	$31.91	29
2025-Q1	Increased	1M	+0.6%	$35.9M	0.0%	$34.40	29
2024-Q4	Increased	1M	+4.4%	$40.3M	0.0%	$38.72	30
2024-Q3	Increased	990,010	+5.8%	$34.4M	0.0%	$34.70	31
2024-Q2	Increased	935,676	+5.8%	$33.8M	0.0%	$36.13	31
2024-Q1	Increased	884,708	+3.8%	$30.1M	0.0%	$34.03	30
2023-Q4	Increased	852,189	+5.9%	$33.7M	0.0%	$39.60	31
2023-Q3	Increased	804,796	+8.1%	$27.8M	0.0%	$34.52	31
2023-Q2	Increased	744,796	+5.7%	$27.3M	0.0%	$35.77	30
2023-Q1	Increased	704,854	+3.8%	$28M	0.0%	$38.73	30
2022-Q4	Increased	679,374	+2.7%	$25.8M	0.0%	$38.03	29
2022-Q3	Increased	661,450	+0.2%	$21.2M	0.0%	$32.11	28
2022-Q2	Increased	660,093	+6.9%	$24.9M	0.0%	$41.20	31
2022-Q1	Increased	617,353	+3.2%	$23.4M	0.0%	$38.30	29
2021-Q4	Increased	598,412	+2.0%	$24.9M	0.0%	$41.28	29
2021-Q3	Increased	586,435	+0.4%	$20.2M	0.0%	$35.28	28
2021-Q2	Increased	584,234	+1.0%	$21.3M	0.0%	$36.34	29
2021-Q1	Decreased	578,386	-2.4%	$17.6M	0.0%	$30.33	0
2020-Q4	Increased	592,366	+3.7%	$18.6M	0.0%	$30.37	29
2020-Q3	Increased	571,239	+3.1%	$12.6M	0.0%	$21.75	29
2020-Q2	Decreased	553,953	-10.7%	$10.3M	0.0%	$18.84	0
2020-Q1	Decreased	620,300	-5.0%	$11.9M	0.0%	$17.54	0
2019-Q4	Increased	653,089	+24.9%	$18.6M	0.0%	$28.69	35
2019-Q3	Increased	522,966	+54.2%	$15.2M	0.0%	$28.72	40
2019-Q2	Increased	339,237	+8.7%	$8.2M	0.0%	$24.08	30
2019-Q1	Increased	312,061	+5.3%	$6.4M	0.0%	$20.59	29
2018-Q4	New	296,267	-	$5.6M	0.0%	$18.49	37

SMPL30 quarters

SMPL
30 quarters