CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$240,952,395
+$23,368,900 QoQ
Shares Held
3,592,551
+6.2% QoQ
Ownership
0.806%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99471127897696.ToString("F0")%
Shared 0.ToString("F0")%
None 0.0052887210230279265.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,284,754,531 across 50 Capital Markets names. IBKR ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,991,147 | $1,644,243,061 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,923,317 | $1,627,106,948 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,590,282 | $901,294,702 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,776,026 | $400,278,601 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,592,551 | $240,952,395 | |
| 6 | MC |
Moelis & Co
|
2,703,182 | $154,081,374 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
440,464 | $132,504,785 | |
| 8 | TW |
Tradeweb Markets Inc.
|
989,492 | $116,423,628 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,952,395 | 3,592,551 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $217,583,495 | 3,383,354 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $227,348,928 | 3,304,010 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $183,479,077 | 3,311,299 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,541,577 | 834,388 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $36,137,760 | 818,198 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,851,897 | 799,423 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,975,288 | 782,228 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,527,019 | 770,818 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $17,426,657 | 840,852 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,666,537 | 723,962 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,678,182 | 947,547 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $19,142,609 | 927,452 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,733,686 | 925,152 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,333,239 | 897,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,258,940 | 527,827 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,662,897 | 525,741 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,088,126 | 508,090 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,610,887 | 488,347 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,213,259 | 438,963 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,655,979 | 419,276 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,097,208 | 400,342 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,677,280 | 387,112 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,946,314 | 377,909 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,775,367 | 349,814 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||