CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HAPN — Happen, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in HAPN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,157,474
+$8,275,667 QoQ
Shares Held
1,309,425
-0.7% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 238 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,044,020,058 across 262 Banks - Regional names. HAPN ranks #88 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
29,371,774 | $1,655,686,900 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,288,913 | $1,056,016,157 | |
| 3 | TFC |
Truist Financial Corp
|
17,608,073 | $877,234,196 | |
| 4 | RF |
Regions Financial Corp
|
27,773,516 | $838,760,183 | |
| 5 | USB |
US Bancorp De
|
10,450,430 | $631,205,971 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,453,454 | $574,896,376 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,553,067 | $459,173,403 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
11,025,378 | $353,363,364 |
All Filings in HAPN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,157,474 | 1,309,425 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,881,807 | 1,318,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,382,409 | 1,287,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,368,993 | 1,209,282 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,474,490 | 1,120,074 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,371,011 | 1,004,943 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $14,973,208 | 924,843 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,302,510 | 901,357 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,540,084 | 891,263 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,631,513 | 868,204 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,414,273 | 848,315 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,075,303 | 832,017 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,808,365 | 800,858 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,692,446 | 789,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,545,644 | 971,096 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,772,995 | 884,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,433,151 | 806,942 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,046,704 | 763,416 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,964,591 | 701,596 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,303,452 | 683,550 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,152,158 | 670,279 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,775,110 | 531,181 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,295,702 | 501,487 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,206,107 | 468,388 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,121,432 | 466,249 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,966,094 | 505,235 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||