Hain Celestial (HAIN) sees 3.5% beneficial stake reported by Charles Schwab
Rhea-AI Filing Summary
Charles Schwab Investment Management Inc. filed an amended Schedule 13G reporting its beneficial ownership of Hain Celestial Group Inc. common stock as of June 30, 2026. The firm reports beneficial ownership of 3,162,966 shares, representing 3.5% of the outstanding common stock. It has sole power to vote and sole power to dispose of all these shares, with no shared voting or dispositive power, and characterizes its position as ownership of 5 percent or less of the class.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 3,162,966 shares
Percent of class: 3.5%
Sole voting power: 3,162,966 shares
+5 more
8 metrics
Shares beneficially owned
3,162,966 shares
Beneficially owned by Charles Schwab Investment Management Inc. as of June 30, 2026
Percent of class
3.5%
Portion of Hain Celestial Group Inc. common stock class beneficially owned
Sole voting power
3,162,966 shares
Shares over which Charles Schwab Investment Management Inc. has sole power to vote
Shared voting power
0 shares
Shares over which Charles Schwab Investment Management Inc. has shared power to vote
Sole dispositive power
3,162,966 shares
Shares over which Charles Schwab Investment Management Inc. has sole power to dispose
Shared dispositive power
0 shares
Shares over which Charles Schwab Investment Management Inc. has shared power to dispose
Ownership threshold category
5 percent or less
Ownership of 5 percent or less of a class reported under Item 5
Signature date
08/11/2026
Date the ownership report was signed by Omar Aguilar
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power, Ownership of 5 percent or less of a class, +1 more
5 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 3,162,966"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 3,162,966.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 3,162,966.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Ownership of 5 percent or less of a class regulatory
"Item 5. | Ownership of 5 Percent or Less of a Class."
Schedule 13G regulatory
"SCHEDULE 13G/A"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of HAIN common stock does Charles Schwab Investment Management own?
Charles Schwab Investment Management reports beneficial ownership of 3.5% of Hain Celestial Group Inc. common stock, representing 3,162,966 shares with sole voting and dispositive power over the entire position.
What type of ownership filing did Charles Schwab submit for HAIN?
Charles Schwab Investment Management submitted an Amendment No. 1 to Schedule 13G for Hain Celestial Group Inc., reporting a passive-style beneficial ownership stake below 5% of the common stock class.
Who signed the HAIN ownership report for Charles Schwab Investment Management?
The report was signed by Omar Aguilar, identified as Chief Executive Officer of Charles Schwab Investment Management Inc., with a signature date of 08/11/2026 on the ownership statement.