CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in PFSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,970,672
-$17,223,635 QoQ
Shares Held
468,772
+6.2% QoQ
Ownership
0.903%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 230 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $191,688,668 across 8 Mortgage Finance names. PFSI ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
8,216,874 | $117,090,454 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
This page
|
468,772 | $40,970,672 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
479,411 | $21,276,260 | |
| 4 | UWMC |
UWM Holdings Corp
|
1,545,106 | $5,593,283 | |
| 5 | LDI |
loanDepot, Inc.
|
2,736,410 | $3,885,702 | |
| 6 | VEL |
Velocity Financial, Inc.
|
85,400 | $1,544,886 | |
| 7 | ONIT |
Onity Group Inc.
|
18,619 | $731,168 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
16,739 | $596,243 |
All Filings in PFSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,970,672 | 468,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,194,307 | 441,401 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,696,324 | 449,599 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $45,658,834 | 458,238 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $45,773,695 | 457,234 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $46,352,153 | 453,810 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $50,984,593 | 447,351 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $39,383,493 | 416,316 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,497,485 | 400,675 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $35,060,355 | 396,745 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $26,160,346 | 392,798 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $27,135,652 | 385,943 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,194,072 | 389,097 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,354,700 | 376,892 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,539,323 | 362,222 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,171,743 | 324,222 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,971,012 | 300,207 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,668,051 | 281,858 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,529,735 | 270,403 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $17,319,681 | 280,617 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,049,791 | 284,878 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,049,962 | 275,068 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,856,472 | 272,823 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,055,579 | 288,480 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $4,977,381 | 225,119 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||