CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in EQH — Equitable Holdings, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in EQH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,026,239
+$16,474,875 QoQ
Shares Held
2,142,804
+2.5% QoQ
Ownership
0.785%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 482 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,674,723,176 across 46 Asset Management names. EQH ranks #17 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
23,500,355 | $2,765,286,772 | |
| 2 | BLK |
BlackRock, Inc.
|
1,378,163 | $1,325,186,413 | |
| 3 | TROW |
Price T Rowe Group Inc
|
7,163,538 | $814,422,634 | |
| 4 | ARES |
Ares Management Corp
|
6,748,327 | $751,156,277 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,502,068 | $700,792,888 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,438,163 | $499,114,599 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,608,191 | $426,885,076 | |
| 8 | STT |
State Street Corp
|
1,967,622 | $333,708,691 |
All Filings in EQH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,026,239 | 2,142,804 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $77,551,364 | 2,089,770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $94,981,650 | 1,993,319 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $104,465,123 | 2,057,210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $117,217,415 | 2,089,437 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $109,771,288 | 2,107,339 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $100,886,582 | 2,138,787 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $90,999,783 | 2,165,115 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $85,651,344 | 2,096,215 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $80,747,759 | 2,124,382 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $69,821,275 | 2,096,735 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $58,874,018 | 2,073,759 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,946,340 | 2,059,880 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $53,541,746 | 2,108,773 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,294,825 | 2,100,865 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $54,041,636 | 2,050,916 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,079,823 | 2,036,050 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $65,304,144 | 2,112,719 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $67,035,712 | 2,044,395 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $60,464,355 | 2,039,958 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $61,175,146 | 2,009,036 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $65,637,996 | 2,012,201 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $52,032,326 | 2,033,307 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,178,018 | 1,983,444 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $22,719,530 | 1,177,788 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $17,070,796 | 1,181,370 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||