CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MFIN — Medallion Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in MFIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$491,488
+$120,729 QoQ
Shares Held
48,138
+11.1% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 99 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFIN Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,177,145,497 across 39 Credit Services names. MFIN ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,503,812 | $4,976,112,858 | |
| 2 | MA |
Mastercard Inc
|
6,408,865 | $3,291,593,063 | |
| 3 | AXP |
American Express Co
|
3,888,106 | $1,315,151,853 | |
| 4 | COF |
Capital One Financial Corp
|
4,312,586 | $865,191,002 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,687,140 | $288,750,704 | |
| 6 | SYF |
Synchrony Financial
|
3,035,055 | $230,815,931 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1,656,971 | $135,125,984 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
7,280,268 | $130,535,205 |
All Filings in MFIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,488 | 48,138 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $370,759 | 43,313 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $486,902 | 47,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $477,699 | 47,297 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $450,740 | 47,297 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $442,163 | 50,765 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $476,683 | 50,765 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $413,227 | 50,765 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $389,875 | 50,765 | Shares | Sole | 2024-08-12 | |
| 2022-12-31 | $74,870 | 10,486 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $73,611 | 10,486 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,110 | 10,486 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $89,131 | 10,486 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $60,818 | 10,486 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $82,210 | 10,486 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $92,905 | 10,486 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $73,926 | 10,486 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $51,381 | 10,486 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $26,215 | 10,486 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $27,787 | 10,486 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $100,406 | 53,982 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||