CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in FOA — Finance of America Companies Inc.
CIK 884546
SAN FRANCISCO, CA
Position in FOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$427,275
+$169,428 QoQ
Shares Held
15,526
-0.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 76 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,182,318,105 across 39 Credit Services names. FOA ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,503,812 | $4,976,112,858 | |
| 2 | MA |
Mastercard Inc
|
6,408,865 | $3,291,593,063 | |
| 3 | AXP |
American Express Co
|
3,888,106 | $1,315,151,853 | |
| 4 | COF |
Capital One Financial Corp
|
4,312,586 | $865,191,002 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,687,140 | $288,750,704 | |
| 6 | SYF |
Synchrony Financial
|
3,035,055 | $230,815,931 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1,656,971 | $135,125,984 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
7,280,268 | $130,535,205 |
All Filings in FOA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,275 | 15,526 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $257,847 | 15,533 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $441,614 | 18,241 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $377,810 | 16,844 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $392,802 | 16,844 | Shares | Sole | 2025-08-12 | |
| 2024-03-31 | $103,674 | 141,054 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $155,159 | 141,054 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $180,549 | 141,054 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $269,413 | 141,054 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $129,402 | 104,357 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $132,533 | 104,357 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $154,448 | 104,357 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $163,840 | 104,357 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $179,627 | 59,088 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $159,308 | 40,128 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $381,719 | 77,115 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,335,242 | 174,999 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||