CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CIA — Citizens, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in CIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$753,392
+$127,580 QoQ
Shares Held
131,253
+5.5% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 75 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CIA 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. CIA ranks #15 (0.0% 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 CIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,392 | 131,253 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $625,812 | 124,416 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $665,931 | 137,874 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $723,838 | 137,874 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $481,180 | 137,874 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $111,957 | 24,606 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $98,670 | 24,606 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $89,073 | 24,606 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $66,928 | 24,606 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $52,656 | 24,606 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $66,190 | 24,606 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $70,127 | 24,606 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $59,300 | 24,606 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $91,288 | 24,606 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,410 | 24,606 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $82,184 | 24,606 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $103,099 | 24,606 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $584,356 | 137,820 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $709,931 | 133,697 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $799,276 | 128,708 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,698,142 | 321,010 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,827,897 | 315,699 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,785,823 | 311,662 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,759,249 | 317,554 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,981,665 | 330,829 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,121,686 | 325,412 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||