CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in DFH — Dream Finders Homes, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,317,852
+$2,540,872 QoQ
Shares Held
481,915
+16.1% QoQ
Ownership
0.531%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 204 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,510,585,346 across 18 Residential Construction names. DFH ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,035,785 | $331,588,660 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,478,774 | $202,902,579 | |
| 3 | LEN |
Lennar Corp /New/
|
1,890,639 | $171,068,309 | |
| 4 | NVR |
Nvr Inc
|
25,100 | $171,016,337 | |
| 5 | TOL |
Toll Brothers, Inc.
|
736,546 | $121,345,953 | |
| 6 | MTH |
Meritage Homes CORP
|
1,036,907 | $86,944,651 | |
| 7 | IBP |
Installed Building Products, Inc.
|
358,287 | $82,348,684 | |
| 8 | SKY |
Champion Homes, Inc.
|
789,546 | $69,574,793 |
All Filings in DFH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,317,852 | 481,915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,776,980 | 415,013 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,273,751 | 249,927 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,590,931 | 292,860 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,264,881 | 289,092 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,998,884 | 265,908 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $5,527,090 | 237,520 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,207,032 | 226,651 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,582,413 | 216,205 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,850,558 | 202,391 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,927,248 | 194,969 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,958,429 | 178,067 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,088,431 | 166,264 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,062,693 | 155,675 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,317,913 | 152,184 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,583,852 | 149,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,435,708 | 134,935 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,566,065 | 91,690 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,741,164 | 89,520 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,522,371 | 87,846 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,186,223 | 48,556 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,139,112 | 47,325 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||