CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ATLC — Atlanticus Holdings Corp
CIK 884546
SAN FRANCISCO, CA
Position in ATLC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,776,414
+$3,434,863 QoQ
Shares Held
66,273
+4.1% QoQ
Ownership
0.437%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 148 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATLC 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. ATLC ranks #27 (0.1% 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.
|
1,656,971 | $135,125,984 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
7,280,268 | $130,535,205 |
All Filings in ATLC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,776,414 | 66,273 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,341,551 | 63,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,362,127 | 65,155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,682,846 | 45,798 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $852,786 | 15,576 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $805,663 | 15,751 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $847,298 | 15,190 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $529,322 | 15,089 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $425,292 | 15,092 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $376,651 | 12,729 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $492,230 | 12,729 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $385,815 | 12,729 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $534,745 | 12,729 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $315,060 | 11,613 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $304,260 | 11,613 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $304,608 | 11,613 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $408,429 | 11,613 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $684,870 | 13,224 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $910,185 | 12,762 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $733,448 | 13,823 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $548,773 | 13,823 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $393,137 | 12,962 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $267,210 | 10,849 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $129,103 | 10,849 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $112,178 | 10,849 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||