CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AOMR — Angel Oak Mortgage REIT, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in AOMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$389,132
+$46,860 QoQ
Shares Held
42,856
+2.9% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 81 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $643,526,642 across 33 REIT - Mortgage names. AOMR ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
5,427,809 | $121,365,808 | |
| 2 | AGNC |
AGNC Investment Corp.
|
8,146,540 | $88,797,285 | |
| 3 | RITM |
Rithm Capital Corp.
|
7,070,159 | $66,388,793 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
2,648,402 | $43,380,824 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,336,409 | $39,602,132 | |
| 6 | TWO-PC |
Two Harbors Investment Corp.
|
1,263,989 | $31,536,525 | |
| 7 | DX |
Dynex Capital Inc
|
1,795,250 | $23,535,727 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
2,035,950 | $21,743,946 |
All Filings in AOMR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,132 | 42,856 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $342,272 | 41,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $383,067 | 44,491 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $378,576 | 40,403 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $380,549 | 40,398 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $384,992 | 40,398 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $374,893 | 40,398 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $384,043 | 36,821 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $521,904 | 39,840 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $402,148 | 37,444 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $396,906 | 37,444 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $319,397 | 37,444 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $308,538 | 37,444 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $273,341 | 37,444 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $170,332 | 36,011 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $433,148 | 36,156 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $394,256 | 30,421 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $419,620 | 25,571 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $266,977 | 16,299 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $275,942 | 16,299 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||