CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HLI — Houlihan Lokey, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,557,890
-$3,446,101 QoQ
Shares Held
458,942
+1.4% QoQ
Ownership
0.657%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,678,934,089 across 50 Capital Markets names. HLI ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,956,067 | $2,081,216,245 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,896,345 | $1,917,906,442 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,472,684 | $874,044,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,302,342 | $631,998,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,838,547 | $334,107,130 | |
| 6 | MC |
Moelis & Co
|
2,955,235 | $193,331,473 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
481,371 | $135,592,582 | |
| 8 | HUT |
Hut 8 Corp.
|
966,573 | $111,586,019 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,557,890 | 458,942 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $65,003,991 | 452,611 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,568,101 | 422,344 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $85,729,928 | 417,543 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $106,123,533 | 589,739 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $96,700,870 | 598,767 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $104,709,338 | 602,956 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $94,973,970 | 601,025 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $60,944,717 | 451,911 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $56,963,790 | 444,370 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $51,579,526 | 430,152 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $44,472,689 | 415,167 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $37,021,579 | 376,580 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $42,103,162 | 481,234 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,657,089 | 466,465 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $34,063,242 | 451,887 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,536,216 | 437,555 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $38,585,905 | 439,475 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $44,842,897 | 433,181 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $39,163,314 | 425,226 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $34,348,528 | 419,960 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,925,974 | 404,841 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $26,352,412 | 391,974 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,540,329 | 381,716 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,919,082 | 375,972 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $17,529,988 | 336,339 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||