Question 1

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

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 1.3M shares of WSO (WATSCO INC).

Question 2

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

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's WSO position is worth $487.2M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling WSO?

Accepted Answer

In 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC decreased their WSO position (-14.1% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy WSO?

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	1.3M	-14.1%	$487.2M	0.1%	$357.83	0
2025-Q4	Increased	1.6M	+3.1%	$525.6M	0.1%	$328.81	32
2025-Q3	Increased	1.5M	+1.8%	$611.5M	0.1%	$391.24	32
2025-Q2	Increased	1.5M	+2.2%	$656M	0.1%	$424.65	39
2025-Q1	Increased	1.5M	+6.0%	$739.1M	0.1%	$485.92	40
2024-Q4	Increased	1.4M	+9.5%	$650M	0.1%	$450.53	41
2024-Q3	Increased	1.3M	+5.2%	$616.4M	0.1%	$465.08	40
2024-Q2	Decreased	1.2M	-4.1%	$551.6M	0.1%	$435.64	0
2024-Q1	Increased	1.2M	+4.3%	$522.4M	0.1%	$403.59	39
2023-Q4	Decreased	1.2M	-9.2%	$490.2M	0.1%	$397.91	0
2023-Q3	Increased	1.3M	+0.7%	$477M	0.1%	$348.53	38
2023-Q2	Decreased	1.3M	-1.7%	$479.5M	0.1%	$349.66	0
2023-Q1	Decreased	1.3M	-2.9%	$406.9M	0.1%	$289.36	0
2022-Q4	Increased	1.4M	+6.4%	$329.4M	0.1%	$224.81	39
2022-Q3	Increased	1.3M	+5.0%	$330M	0.1%	$230.08	39
2022-Q2	Increased	1.2M	+5.7%	$291.6M	0.1%	$211.55	39
2022-Q1	Increased	1.2M	+3.7%	$351.8M	0.1%	$267.80	39
2021-Q4	Increased	1.1M	+1.4%	$348.5M	0.1%	$273.28	38
2021-Q3	Increased	1.1M	+4.3%	$290.6M	0.1%	$229.51	32
2021-Q2	Increased	1.1M	+2.3%	$301.7M	0.1%	$246.92	38
2021-Q1	Decreased	1M	-9.4%	$268.4M	0.1%	$223.05	0
2020-Q4	Increased	1.1M	+0.1%	$257.3M	0.1%	$192.33	37
2020-Q3	Decreased	1.1M	-8.0%	$264.2M	0.1%	$196.23	0
2020-Q2	Increased	1.2M	+11.8%	$219.1M	0.1%	$148.33	41
2020-Q1	Increased	1.1M	+218.0%	$174.3M	0.1%	$130.39	59
2019-Q4	Increased	346,897	+2.9%	$62.5M	0.0%	$147.30	30
2019-Q3	Increased	337,045	+5.7%	$57M	0.0%	$137.01	31
2019-Q2	Increased	318,893	+3.4%	$52.1M	0.0%	$131.15	30
2019-Q1	Increased	308,427	+7.1%	$44.2M	0.0%	$113.58	31
2018-Q4	New	287,860	-	$40.1M	0.0%	$109.11	40

WSO30 quarters

WSO
30 quarters