CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CG — Carlyle Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in CG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,583,145
-$8,490,476 QoQ
Shares Held
1,127,984
+5.7% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $8,464,466,469 across 47 Asset Management names. CG ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in CG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,583,145 | 1,127,984 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,073,621 | 1,067,055 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,729,287 | 1,048,314 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $75,792,178 | 1,474,556 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,210,383 | 1,427,171 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $70,999,088 | 1,406,201 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $59,947,141 | 1,392,177 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,822,970 | 1,415,267 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $65,983,465 | 1,406,597 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $56,545,672 | 1,389,670 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $40,049,102 | 1,327,888 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $41,332,852 | 1,293,673 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $39,675,981 | 1,277,398 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $44,668,450 | 1,496,932 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $35,716,513 | 1,382,218 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,321,212 | 926,128 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,571,201 | 849,953 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $44,741,413 | 814,962 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $36,096,152 | 763,455 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $28,440,972 | 611,897 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,802,704 | 565,906 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,385,352 | 489,356 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,820,433 | 479,142 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,009,510 | 502,133 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||