Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,558,638
+$2,255,191 QoQ
Shares Held
352,072
+23.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $95,607,867 across 6 Financial Conglomerates names. IX ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
694,929 | $47,477,549 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
704,613 | $25,239,237 | |
| 3 | IX |
Orix Corp
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|
352,072 | $10,558,638 | |
| 4 | RILY |
BRC Group Holdings, Inc.
|
1,034,344 | $7,571,398 | |
| 5 | TREE |
LendingTree, Inc.
|
92,138 | $3,950,877 | |
| 6 | FRHC |
Freedom Holding Corp.
|
5,592 | $810,168 |
All Filings in IX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,558,638 | 352,072 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,303,447 | 284,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,722,970 | 219,103 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,452,833 | 153,323 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,041,416 | 145,592 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $2,959,461 | 27,859 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,041,554 | 26,209 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,584,942 | 23,225 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,024,484 | 18,371 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,313,623 | 14,066 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,003,389 | 10,688 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $521,447 | 5,717 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $212,915 | 2,594 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||