CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in MC — Moelis & Co

CIK 884546 SAN FRANCISCO, CA

Position in MC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$154,081,374

-$65,507,112 QoQ

Shares Held

2,703,182

-15.4% QoQ

Ownership

3.44%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.99685555763541.ToString("F0")% Shared 0.ToString("F0")% None 0.0031444423645910634.ToString("F0")%

Financial Services · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,371,999,400 across 51 Capital Markets names. MC ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$154,081,374	2,703,182	-15.4%	Shares	Sole	2026-05-15
2025-12-31	$219,588,486	3,194,479	+2.1%	Shares	Sole	2026-02-13
2025-09-30	$223,073,412	3,127,782	+1.5%	Shares	Sole	2025-11-10
2025-06-30	$191,953,265	3,080,123	+4.7%	Shares	Sole	2025-08-12
2025-03-31	$171,712,569	2,942,299	+214.5%	Shares	Sole	2025-09-15
2024-12-31	$69,118,581	935,552	+1.4%	Shares	Sole	2025-02-06
2024-09-30	$63,229,249	922,920	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$51,520,277	906,090	+7.4%	Shares	Sole	2024-08-12
2024-03-31	$47,878,569	843,378	+3.5%	Shares	Sole	2024-05-09
2023-12-31	$45,721,701	814,568	+2.8%	Shares	Sole	2024-02-06
2023-09-30	$35,775,859	792,729	+5.7%	Shares	Sole	2023-11-08
2023-06-30	$34,018,828	750,305	+6.4%	Shares	Sole	2023-08-10
2023-03-31	$27,112,193	705,312	+2.9%	Shares	Sole	2023-05-12
2022-12-31	$26,300,064	685,433	+5.7%	Shares	Sole	2023-02-13
2022-09-30	$21,934,778	648,766	+5.8%	Shares	Sole	2022-11-14
2022-06-30	$24,134,692	613,334	+1.9%	Shares	Sole	2022-08-15
2022-03-31	$28,263,054	601,982	+4.3%	Shares	Sole	2022-05-13
2021-12-31	$36,077,396	577,146	+9.7%	Shares	Sole	2022-02-11
2021-09-30	$32,555,189	526,187	+0.3%	Shares	Sole	2021-11-16
2021-06-30	$29,841,478	524,547	+9.2%	Shares	Sole	2021-08-16
2021-03-31	$26,353,156	480,196	+3.8%	Shares	Sole	2021-05-17
2020-12-31	$21,634,776	462,677	+1.9%	Shares	Sole	2021-02-16
2020-09-30	$15,958,339	454,136	+0.6%	Shares	Sole	2020-11-13
2020-06-30	$14,061,791	451,277	+7.5%	Shares	Sole	2020-08-20
2020-03-31	$11,795,031	419,752	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.