CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BETR — Better Home & Finance Holding Co
CIK 884546
SAN FRANCISCO, CA
Position in BETR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$596,243
+$29,123 QoQ
Shares Held
16,739
-3.8% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $191,688,668 across 8 Mortgage Finance names. BETR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
8,216,874 | $117,090,454 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
468,772 | $40,970,672 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
479,411 | $21,276,260 | |
| 4 | UWMC |
UWM Holdings Corp
|
1,545,106 | $5,593,283 | |
| 5 | LDI |
loanDepot, Inc.
|
2,736,410 | $3,885,702 | |
| 6 | VEL |
Velocity Financial, Inc.
|
85,400 | $1,544,886 | |
| 7 | ONIT |
Onity Group Inc.
|
18,619 | $731,168 | |
| 8 | BETR |
Better Home & Finance Holding Co
This page
|
16,739 | $596,243 |
All Filings in BETR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $596,243 | 16,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $567,120 | 17,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $919,460 | 16,378 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $150,389 | 12,138 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||