CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PJT — PJT Partners Inc.
CIK 884546
SAN FRANCISCO, CA
Position in PJT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,810,530
+$5,127,184 QoQ
Shares Held
277,001
+5.5% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PJT 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. PJT ranks #25 (0.5% 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
|
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 PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,810,530 | 277,001 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,683,346 | 262,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,260,970 | 252,757 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,999,991 | 253,193 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $41,816,504 | 253,418 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,469,586 | 249,997 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $40,283,054 | 255,263 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $33,613,680 | 252,090 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $25,939,729 | 240,383 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,955,510 | 232,925 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $22,730,660 | 223,134 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,495,159 | 207,643 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,296,465 | 205,291 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,646,653 | 189,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,241,945 | 179,698 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,695,504 | 175,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,179,242 | 173,296 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,067,713 | 175,344 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,658,498 | 170,853 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,371,963 | 169,030 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,023,604 | 168,445 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,896,317 | 161,069 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,749,911 | 156,145 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,439,098 | 155,735 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,466,889 | 145,440 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $5,673,633 | 130,759 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||