Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$193,331,473
+$39,250,099 QoQ
Shares Held
2,955,235
+9.3% QoQ
Ownership
3.78%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#7
of 391 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,678,934,089 across 50 Capital Markets names. MC ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
This page
|
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 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,331,473 | 2,955,235 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $154,081,374 | 2,703,182 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $219,588,486 | 3,194,479 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $223,073,412 | 3,127,782 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $191,953,265 | 3,080,123 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $171,712,569 | 2,942,299 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $69,118,581 | 935,552 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $63,229,249 | 922,920 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $51,520,277 | 906,090 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,878,569 | 843,378 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,721,701 | 814,568 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $35,775,859 | 792,729 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $34,018,828 | 750,305 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,112,193 | 705,312 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,300,064 | 685,433 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,934,778 | 648,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,134,692 | 613,334 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,263,054 | 601,982 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $36,077,396 | 577,146 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $32,555,189 | 526,187 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $29,841,478 | 524,547 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,353,156 | 480,196 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $21,634,776 | 462,677 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,958,339 | 454,136 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,061,791 | 451,277 | 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. | ||||||