CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LFT — Lument Finance Trust, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in LFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$140,226
-$51,934 QoQ
Shares Held
11,129
-18.3% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LFT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $643,526,642 across 33 REIT - Mortgage names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
5,427,809 | $121,365,808 | |
| 2 | AGNC |
AGNC Investment Corp.
|
8,146,540 | $88,797,285 | |
| 3 | RITM |
Rithm Capital Corp.
|
7,070,159 | $66,388,793 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
2,648,402 | $43,380,824 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,336,409 | $39,602,132 | |
| 6 | TWO-PC |
Two Harbors Investment Corp.
|
1,263,989 | $31,536,525 | |
| 7 | DX |
Dynex Capital Inc
|
1,795,250 | $23,535,727 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
2,035,950 | $21,743,946 |
All Filings in LFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,226 | 111,291 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $192,160 | 136,284 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $275,293 | 136,284 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $301,187 | 136,284 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,731 | 24,035 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $62,010 | 24,035 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $60,808 | 24,035 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $57,684 | 24,035 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $59,847 | 24,035 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $56,001 | 24,035 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $49,992 | 24,035 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $45,666 | 24,035 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $48,550 | 24,035 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $45,666 | 24,035 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $51,915 | 24,035 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $65,855 | 24,035 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $44,164 | 13,059 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $40,911 | 13,059 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||