CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PWP — Perella Weinberg Partners
CIK 884546
SAN FRANCISCO, CA
Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,457,225
-$587,706 QoQ
Shares Held
592,558
+7.1% QoQ
Ownership
0.630%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 163 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP 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. PWP ranks #35 (0.1% 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 PWP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,457,225 | 592,558 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,044,931 | 553,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,366,548 | 541,419 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,290,560 | 529,576 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,948,710 | 512,292 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,494,783 | 461,673 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $10,912,974 | 457,759 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,380,636 | 434,005 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,369,558 | 145,819 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,620,287 | 114,670 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,429,748 | 116,905 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,188,555 | 116,754 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $975,842 | 117,148 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $937,145 | 102,983 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,004,000 | 102,449 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $663,630 | 104,839 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $681,095 | 116,826 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $136,930 | 14,490 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $186,341 | 14,490 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $191,992 | 14,490 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||