CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LAZ — Lazard, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in LAZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$45,797,603
-$5,103,571 QoQ
Shares Held
1,078,098
+2.9% QoQ
Ownership
0.965%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,371,999,400 across 51 Capital Markets names. LAZ ranks #20 (0.7% 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.
|
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 LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,797,603 | 1,078,098 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,901,174 | 1,048,212 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,541,766 | 1,052,326 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,591,072 | 1,033,578 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $43,960,281 | 1,015,249 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $54,784,758 | 1,064,195 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $55,377,242 | 1,099,191 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,110,925 | 1,076,766 | 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. | ||||||