CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in JCAP — Jefferson Capital, Inc. / DE
CIK 884546
SAN FRANCISCO, CA
Position in JCAP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,942,170
+$1,203,850 QoQ
Shares Held
152,999
+96.6% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCAP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,519,664,928 across 39 Credit Services names. JCAP ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,686,005 | $4,136,458,149 | |
| 2 | MA |
Mastercard Inc
|
6,003,161 | $2,999,539,425 | |
| 3 | AXP |
American Express Co
|
3,871,148 | $1,170,944,845 | |
| 4 | COF |
Capital One Financial Corp
|
4,264,402 | $777,954,856 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,445,875 | $291,546,926 | |
| 6 | SYF |
Synchrony Financial
|
3,065,215 | $208,495,924 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
6,470,386 | $102,749,729 | |
| 8 | ALLY |
Ally Financial Inc.
|
2,599,434 | $101,975,795 |
All Filings in JCAP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,942,170 | 152,999 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,738,320 | 77,812 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,503,415 | 87,104 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||