CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in LAZ — Lazard, Inc.

CIK 884546 SAN FRANCISCO, CA

Position in LAZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$48,765,944

+$2,968,341 QoQ

Shares Held

1,162,755

+7.9% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#21

of 343 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,678,934,089 across 50 Capital Markets names. LAZ ranks #23 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,765,944	1,162,755	+7.9%	Shares	Sole	2026-08-14
2026-03-31	$45,797,603	1,078,098	+2.9%	Shares	Sole	2026-05-15
2025-12-31	$50,901,174	1,048,212	-0.4%	Shares	Sole	2026-02-13
2025-09-30	$55,541,766	1,052,326	+1.8%	Shares	Sole	2025-11-10
2025-06-30	$49,591,072	1,033,578	+1.8%	Shares	Sole	2025-08-12
2025-03-31	$43,960,281	1,015,249	-4.6%	Shares	Sole	2025-09-15
2024-12-31	$54,784,758	1,064,195	-3.2%	Shares	Sole	2025-02-06
2024-09-30	$55,377,242	1,099,191	+2.1%	Shares	Sole	2024-11-12
2024-06-30	$41,110,925	1,076,766	-2.5%	Shares	Sole	2024-08-12
2024-03-31	$46,250,774	1,104,628	—	Shares	Sole	2024-05-09
No filing history on record for this holder in this stock.