CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in DAVE — Dave Inc./DE

CIK 884546 SAN FRANCISCO, CA

Position in DAVE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$36,258,223

+$20,725,914 QoQ

Shares Held

97,314

+9.1% QoQ

Ownership

0.763%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#29

of 346 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $14,282,969,236 across 130 Software - Application names. DAVE ranks #40 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	12,729,777	$2,850,833,558
2	UBER	Uber Technologies, Inc	15,956,738	$1,151,438,214
3	CRM	Salesforce, Inc.	6,600,642	$1,034,056,575
4	PAYX	Paychex Inc	10,402,177	$1,022,846,063
5	CDNS	Cadence Design Systems Inc	2,192,940	$823,054,240
6	NOW	ServiceNow, Inc.	8,080,617	$802,243,655
7	ADBE	Adobe Inc.	3,401,534	$697,382,499
8	DDOG	Datadog, Inc.	2,648,649	$689,602,253

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,258,223	97,314	+9.1%	Shares	Sole	2026-08-14
2026-03-31	$15,532,309	89,220	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$20,054,432	90,576	+3.1%	Shares	Sole	2026-02-13
2025-09-30	$17,519,077	87,881	+223.0%	Shares	Sole	2025-11-10
2025-06-30	$7,303,704	27,211	+17.0%	Shares	Sole	2025-08-12
2025-03-31	$1,921,679	23,248	-23.1%	Shares	Sole	2025-09-15
2024-12-31	$2,628,808	30,244	-53.0%	Shares	Sole	2025-02-06
2024-09-30	$2,574,063	64,416	+154.7%	Shares	Sole	2024-11-12
2024-06-30	$766,287	25,290	+331.9%	Shares	Sole	2024-08-12
2024-03-31	$217,454	5,855	-99.3%	Shares	Sole	2024-05-09
2022-06-30	$563,743	819,394	-3.3%	Shares	Sole	2022-08-15
2022-03-31	$6,060,726	847,654	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.