CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in HASI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$43,668,077
+$6,763,883 QoQ
Shares Held
1,188,247
+1.2% QoQ
Ownership
0.925%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.98956445924122.ToString("F0")%
Shared 0.ToString("F0")%
None 0.010435540758781633.ToString("F0")%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $8,464,466,469 across 47 Asset Management names. HASI ranks #24 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,359,609 | $2,456,141,438 | |
| 2 | BLK |
BlackRock, Inc.
|
1,290,785 | $1,241,360,840 | |
| 3 | ARES |
Ares Management Corp
|
5,963,306 | $650,596,684 | |
| 4 | TROW |
Price T Rowe Group Inc
|
6,614,704 | $596,249,418 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,923,936 | $533,805,872 | |
| 6 | KKR |
KKR & Co. Inc.
|
4,991,997 | $461,759,722 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,373,457 | $375,870,578 | |
| 8 | AMP |
Ameriprise Financial Inc
|
614,691 | $273,168,680 |
All Filings in HASI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,668,077 | 1,188,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,904,194 | 1,174,171 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,461,078 | 1,155,084 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,920,079 | 1,113,927 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,611,773 | 1,081,114 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $29,640,818 | 1,104,764 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,693,427 | 1,093,514 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,318,937 | 1,091,856 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $30,253,185 | 1,065,253 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $27,880,732 | 1,010,904 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,540,888 | 921,740 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $20,641,625 | 825,665 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $19,323,590 | 675,650 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,965,091 | 654,420 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,901,303 | 631,517 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,137,571 | 611,135 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,344,547 | 597,608 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $30,979,424 | 583,197 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $29,037,500 | 542,960 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $34,648,199 | 617,065 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $33,712,958 | 600,944 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $34,477,820 | 543,557 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,139,866 | 547,430 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,819,804 | 555,861 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $9,816,658 | 480,973 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||