CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LDI — loanDepot, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in LDI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,497,985
-$1,387,717 QoQ
Shares Held
1,998,388
-27.0% QoQ
Ownership
0.591%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 128 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $198,586,753 across 8 Mortgage Finance names. LDI ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
7,671,810 | $120,831,007 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
482,441 | $42,020,610 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
481,276 | $26,325,797 | |
| 4 | UWMC |
UWM Holdings Corp
|
1,582,771 | $3,624,545 | |
| 5 | LDI |
loanDepot, Inc.
This page
|
1,998,388 | $2,497,985 | |
| 6 | VEL |
Velocity Financial, Inc.
|
89,499 | $1,652,151 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
30,004 | $825,110 | |
| 8 | ONIT |
Onity Group Inc.
|
20,366 | $809,548 |
All Filings in LDI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,497,985 | 1,998,388 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,885,702 | 2,736,410 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,374,601 | 2,596,426 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,521,499 | 2,124,267 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,031,794 | 1,599,838 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $779,613 | 655,137 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $75,447 | 36,984 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $100,966 | 36,984 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $61,023 | 36,984 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $95,793 | 36,986 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $130,183 | 36,984 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $63,612 | 36,984 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $78,406 | 36,984 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $29,068 | 18,055 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $61,210 | 37,097 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $48,968 | 37,097 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||