CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MLCI — Mount Logan Capital Inc.
CIK 884546
SAN FRANCISCO, CA
Position in MLCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,800
New position
Shares Held
10,000
first reported quarter
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 32 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $8,464,466,469 across 47 Asset Management names. MLCI ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,359,609 | $2,456,141,438 | |
| 2 | BLK |
BlackRock, Inc.
|
1,290,785 | $1,241,360,840 | |
| 3 | ARES |
Ares Management Corp
|
5,963,306 | $650,596,684 | |
| 4 | TROW |
Price T Rowe Group Inc
|
6,614,704 | $596,249,418 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,923,936 | $533,805,872 | |
| 6 | KKR |
KKR & Co. Inc.
|
4,991,997 | $461,759,722 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,373,457 | $375,870,578 | |
| 8 | AMP |
Ameriprise Financial Inc
|
614,691 | $273,168,680 |
All Filings in MLCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,800 | 10,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||