CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AXP — American Express Co
CIK 884546
SAN FRANCISCO, CA
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,315,151,853
+$144,207,008 QoQ
Shares Held
3,888,106
+0.4% QoQ
Ownership
0.576%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#23
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AXP 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. AXP ranks #3 (10.8% 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
This page
|
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 AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,151,853 | 3,888,106 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,170,944,845 | 3,871,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,409,793,250 | 3,810,767 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,272,335,889 | 3,830,491 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,239,309,707 | 3,885,227 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,151,080,425 | 3,878,434 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,047,958,021 | 3,864,152 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $905,099,773 | 3,908,874 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $886,207,276 | 3,892,166 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $719,249,965 | 3,839,276 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $473,168,169 | 3,171,581 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $557,926,192 | 3,202,791 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $528,604,213 | 3,204,633 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $470,869,350 | 3,186,933 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $421,101,058 | 3,121,348 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $428,020,855 | 3,087,728 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $580,538,508 | 3,104,484 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $504,435,569 | 3,083,347 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $515,800,913 | 3,078,857 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $510,857,453 | 3,091,796 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $429,845,495 | 3,039,066 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $411,269,198 | 3,401,449 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $342,959,661 | 3,421,044 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $337,870,131 | 3,549,056 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $294,586,321 | 3,441,027 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||