CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PIPR — Piper Sandler Companies
CIK 884546
SAN FRANCISCO, CA
Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,352,739
-$3,439,077 QoQ
Shares Held
861,940
+0.3% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR 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. PIPR ranks #16 (0.8% 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
|
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 PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,352,739 | 861,940 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $65,791,816 | 859,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,273,535 | 209,807 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $72,770,742 | 209,720 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $56,161,946 | 202,065 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $49,797,739 | 201,073 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $61,468,453 | 204,929 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $58,245,191 | 205,226 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,617,941 | 202,537 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,840,523 | 195,680 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $32,754,899 | 187,310 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $26,251,413 | 180,658 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $21,820,509 | 168,811 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,976,476 | 158,549 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,435,143 | 156,964 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,072,143 | 153,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,781,824 | 165,683 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,544,050 | 141,288 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,997,290 | 140,033 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,278,201 | 139,233 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $17,889,774 | 138,081 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,500,993 | 132,248 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,062,917 | 129,464 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,406,050 | 128,850 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,104,801 | 136,998 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $7,734,074 | 152,938 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||