CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in BUR — Burford Capital Ltd

CIK 884546 SAN FRANCISCO, CA

Position in BUR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,998,386

-$2,465,440 QoQ

Shares Held

442,121

-11.7% QoQ

Ownership

0.202%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $8,464,466,469 across 47 Asset Management names. BUR ranks #37 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	21,359,609	$2,456,141,438
2	BLK	BlackRock, Inc.	1,290,785	$1,241,360,840
3	ARES	Ares Management Corp	5,963,306	$650,596,684
4	TROW	Price T Rowe Group Inc	6,614,704	$596,249,418
5	PFG	Principal Financial Group Inc	5,923,936	$533,805,872
6	KKR	KKR & Co. Inc.	4,991,997	$461,759,722
7	APO	Apollo Global Management, Inc.	3,373,457	$375,870,578
8	AMP	Ameriprise Financial Inc	614,691	$273,168,680

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,998,386	442,121	-11.7%	Shares	Sole	2026-05-15
2025-12-31	$4,463,826	500,429	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$5,976,734	499,727	+3.0%	Shares	Sole	2025-11-10
2025-06-30	$6,920,435	485,304	-0.4%	Shares	Sole	2025-08-12
2025-03-31	$6,437,668	487,333	+1.1%	Shares	Sole	2025-09-15
2024-12-31	$6,146,277	482,061	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$6,368,976	480,315	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$6,238,395	478,038	+244.2%	Shares	Sole	2024-08-12
2023-12-31	$2,166,652	138,888	+17.0%	Shares	Sole	2024-02-06
2023-09-30	$1,661,296	118,664	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.