CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PJT — PJT Partners Inc.
CIK 884546
SAN FRANCISCO, CA
Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,683,346
-$5,577,624 QoQ
Shares Held
262,549
+3.9% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,382,769,582 across 51 Capital Markets names. PJT ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,991,147 | $1,644,243,061 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,923,317 | $1,627,106,948 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,590,282 | $901,294,702 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,776,026 | $400,278,601 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,592,551 | $240,952,395 | |
| 6 | MC |
Moelis & Co
|
2,703,182 | $154,081,374 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
440,464 | $132,504,785 | |
| 8 | TW |
Tradeweb Markets Inc.
|
989,492 | $116,423,628 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||