CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AGM — Federal Agricultural Mortgage Corp
CIK 884546
SAN FRANCISCO, CA
Position in AGM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,190,266
+$22,185,838 QoQ
Shares Held
352,237
+8.9% QoQ
Ownership
3.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 258 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,177,145,497 across 39 Credit Services names. AGM ranks #14 (0.6% 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.
|
1,656,971 | $135,125,984 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
7,280,268 | $130,535,205 |
All Filings in AGM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,190,266 | 352,237 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,004,428 | 323,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,914,682 | 107,733 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,819,150 | 106,079 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,535,007 | 105,698 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,923,500 | 106,253 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $19,949,065 | 101,290 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $20,145,450 | 107,494 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,271,861 | 101,050 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,080,231 | 96,913 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,690,680 | 238,943 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $37,048,201 | 240,105 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,652,693 | 254,993 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $30,957,484 | 232,431 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $27,250,122 | 241,772 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,313,043 | 225,066 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,798,961 | 212,995 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,180,146 | 204,463 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,348,403 | 196,469 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,550,854 | 180,159 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $15,811,637 | 159,875 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,779,854 | 146,742 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,317,110 | 152,419 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,672,882 | 151,946 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,139,475 | 142,782 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,744,121 | 67,304 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||