CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BHF — Brighthouse Financial, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BHF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,158,935
+$3,192,185 QoQ
Shares Held
587,029
+3.5% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,631,538,699 across 16 Insurance - Life names. BHF ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,146,482 | $368,925,014 | |
| 2 | MET |
Metlife Inc
|
3,882,369 | $328,487,240 | |
| 3 | PRU |
Prudential Financial Inc
|
2,496,215 | $269,416,484 | |
| 4 | GL |
Globe Life Inc.
|
734,319 | $131,208,118 | |
| 5 | JXN |
Jackson Financial Inc.
|
1,018,101 | $104,243,361 | |
| 6 | UNM |
Unum Group
|
1,132,607 | $101,255,065 | |
| 7 | PRI |
Primerica, Inc.
|
320,724 | $91,149,760 | |
| 8 | LNC |
Lincoln National Corp
|
2,193,476 | $77,539,376 |
All Filings in BHF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,158,935 | 587,029 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,966,750 | 567,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,829,676 | 506,709 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,036,774 | 471,680 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,298,150 | 414,695 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,422,645 | 386,664 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $17,422,858 | 362,674 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,544,337 | 367,407 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,945,609 | 367,919 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,463,256 | 377,634 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,350,103 | 441,234 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $21,179,421 | 432,763 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,750,632 | 417,120 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,560,958 | 420,788 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,699,002 | 423,230 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,824,306 | 433,540 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,979,230 | 438,304 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,710,390 | 458,970 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,001,685 | 463,353 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,319,095 | 515,567 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $25,842,674 | 567,472 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,149,670 | 590,953 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $29,584,698 | 817,144 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,306,102 | 828,915 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $29,417,480 | 1,057,422 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $28,603,503 | 1,183,430 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||