CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ARES — Ares Management Corp
CIK 884546
SAN FRANCISCO, CA
Position in ARES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$751,156,277
+$100,559,593 QoQ
Shares Held
6,748,327
+13.2% QoQ
Ownership
1.87%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#9
of 799 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES 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. ARES ranks #4 (7.8% 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
This page
|
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 ARES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,156,277 | 6,748,327 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $650,596,684 | 5,963,306 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,540,702 | 1,314,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $129,997,765 | 813,045 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $137,948,950 | 796,472 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $107,781,074 | 735,155 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $126,622,123 | 715,258 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $106,436,382 | 682,985 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $86,166,719 | 646,509 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $81,431,100 | 612,356 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $72,318,106 | 608,124 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $58,999,031 | 573,530 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $93,488,115 | 970,297 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $78,630,434 | 942,359 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $63,675,960 | 930,391 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $54,781,827 | 884,291 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,536,874 | 941,556 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $72,841,621 | 896,733 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $70,926,929 | 872,732 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $60,700,146 | 822,161 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $53,479,317 | 841,002 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $40,610,319 | 724,796 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,910,203 | 656,965 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $26,641,792 | 659,124 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,194,579 | 382,735 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $15,486,248 | 500,687 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||