CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AFRM — Affirm Holdings, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$135,125,984
+$67,835,053 QoQ
Shares Held
1,656,971
+12.8% QoQ
Ownership
0.495%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#21
of 654 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,182,318,105 across 39 Credit Services names. AFRM ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,503,812 | $4,976,112,858 | |
| 2 | MA |
Mastercard Inc
|
6,408,865 | $3,291,593,063 | |
| 3 | AXP |
American Express Co
|
3,888,106 | $1,315,151,853 | |
| 4 | COF |
Capital One Financial Corp
|
4,312,586 | $865,191,002 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,687,140 | $288,750,704 | |
| 6 | SYF |
Synchrony Financial
|
3,035,055 | $230,815,931 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
1,656,971 | $135,125,984 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
7,280,268 | $130,535,205 |
All Filings in AFRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,125,984 | 1,656,971 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $67,290,931 | 1,468,593 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $103,973,425 | 1,396,929 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $95,850,339 | 1,311,581 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $163,105,823 | 2,359,066 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $102,997,861 | 2,279,218 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $138,368,332 | 2,272,058 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $89,935,032 | 2,203,210 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,231,178 | 1,530,327 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $56,151,453 | 1,507,017 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $67,346,763 | 1,370,508 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $27,615,479 | 1,298,330 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,547,007 | 1,275,082 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,193,978 | 1,259,448 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,904,795 | 1,231,106 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,797,900 | 1,161,935 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,659,067 | 922,429 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $40,307,982 | 870,959 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $77,296,248 | 768,658 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $56,974,518 | 478,255 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,306,881 | 123,339 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,511,068 | 77,928 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||