CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AMP — Ameriprise Financial Inc
CIK 884546
SAN FRANCISCO, CA
Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$278,818,729
+$5,650,049 QoQ
Shares Held
607,766
-1.1% QoQ
Ownership
0.688%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#28
of 1,372 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,674,723,176 across 46 Asset Management names. AMP ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
23,500,355 | $2,765,286,772 | |
| 2 | BLK |
BlackRock, Inc.
|
1,378,163 | $1,325,186,413 | |
| 3 | TROW |
Price T Rowe Group Inc
|
7,163,538 | $814,422,634 | |
| 4 | ARES |
Ares Management Corp
|
6,748,327 | $751,156,277 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,502,068 | $700,792,888 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,438,163 | $499,114,599 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,608,191 | $426,885,076 | |
| 8 | STT |
State Street Corp
|
1,967,622 | $333,708,691 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,818,729 | 607,766 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $273,168,680 | 614,691 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $295,877,040 | 603,412 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $295,027,065 | 600,564 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $323,151,632 | 605,459 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $291,417,760 | 601,966 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $320,691,640 | 602,317 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $280,602,948 | 597,269 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,176,393 | 597,337 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $259,214,058 | 591,219 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $222,089,259 | 584,707 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $191,180,113 | 579,896 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $193,283,904 | 581,900 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $180,309,965 | 588,287 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $185,072,723 | 594,382 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $149,225,197 | 592,281 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $139,547,870 | 587,125 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $177,712,499 | 591,665 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $153,098,478 | 579,655 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $146,399,180 | 588,232 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $135,643,873 | 583,540 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $310,518,352 | 1,597,892 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $257,175,994 | 1,668,782 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $244,035,708 | 1,626,471 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $134,291,226 | 1,310,414 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||