CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ABX — Abacus Global Management, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in ABX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,984,320
+$780,111 QoQ
Shares Held
278,648
-0.4% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 147 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ABX Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,631,538,699 across 16 Insurance - Life names. ABX ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,146,482 | $368,925,014 | |
| 2 | MET |
Metlife Inc
|
3,882,369 | $328,487,240 | |
| 3 | PRU |
Prudential Financial Inc
|
2,496,215 | $269,416,484 | |
| 4 | GL |
Globe Life Inc.
|
734,319 | $131,208,118 | |
| 5 | JXN |
Jackson Financial Inc.
|
1,018,101 | $104,243,361 | |
| 6 | UNM |
Unum Group
|
1,132,607 | $101,255,065 | |
| 7 | PRI |
Primerica, Inc.
|
320,724 | $91,149,760 | |
| 8 | LNC |
Lincoln National Corp
|
2,193,476 | $77,539,376 |
All Filings in ABX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,984,320 | 278,648 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,204,209 | 279,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,463,126 | 288,085 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,659,998 | 289,703 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $797,954 | 155,244 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,158,703 | 154,700 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $480,386 | 61,352 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $613,636 | 60,636 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||