CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BGC — BGC Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BGC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,450,406
+$6,950,340 QoQ
Shares Held
5,000,038
+5.2% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,678,934,089 across 50 Capital Markets names. BGC ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,956,067 | $2,081,216,245 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,896,345 | $1,917,906,442 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,472,684 | $874,044,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,302,342 | $631,998,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,838,547 | $334,107,130 | |
| 6 | MC |
Moelis & Co
|
2,955,235 | $193,331,473 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
481,371 | $135,592,582 | |
| 8 | HUT |
Hut 8 Corp.
|
966,573 | $111,586,019 |
All Filings in BGC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,450,406 | 5,000,038 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $46,500,066 | 4,754,608 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,963,258 | 4,587,151 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,094,952 | 4,661,200 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $47,764,637 | 4,669,075 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $42,784,991 | 4,665,757 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $42,885,718 | 4,733,523 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $43,263,816 | 4,712,834 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $39,060,331 | 4,706,064 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $35,360,290 | 4,550,874 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $32,610,494 | 4,516,689 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,645,302 | 4,478,277 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 BGCP | — | 4,156,269 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 BGCP | — | 4,173,554 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BGCP | — | 4,067,385 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 BGCP | — | 4,031,182 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BGCP | — | 3,879,108 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 BGCP | — | 3,578,020 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 BGCP | — | 3,438,919 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 BGCP | — | 3,423,056 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 BGCP | — | 3,425,392 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 BGCP | — | 3,318,427 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 BGCP | — | 3,149,051 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 BGCP | — | 2,966,996 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 BGCP | — | 2,841,832 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 BGCP | — | 1,919,389 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||