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Equibles

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in BETR — Better Home & Finance Holding Co

CIK 884546 SAN FRANCISCO, CA
Back to BETR Full portfolio

Position in BETR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$825,110
+$228,867 QoQ
Shares Held
30,004
+79.2% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 89 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BETR Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $198,586,753 across 8 Mortgage Finance names. BETR ranks #7 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RKT
Rocket Companies, Inc.
 7,671,810 $120,831,007
2 PFSI
PennyMac Financial Services, Inc.
 482,441 $42,020,610
3 WD
Walker & Dunlop, Inc.
 481,276 $26,325,797
4 UWMC
UWM Holdings Corp
 1,582,771 $3,624,545
5 LDI
loanDepot, Inc.
 1,998,388 $2,497,985
6 VEL
Velocity Financial, Inc.
 89,499 $1,652,151
7 BETR
Better Home & Finance Holding Co
This page 		30,004 $825,110
8 ONIT
Onity Group Inc.
 20,366 $809,548

All Filings in BETR

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $825,110 30,004
2026-03-31 $596,243 16,739
2025-12-31 $567,120 17,407
2025-09-30 $919,460 16,378
2025-06-30 $150,389 12,138
2024-06-30 $97,707 212,871
2024-03-31 $105,796 212,871
2023-12-31 $173,915 212,871