CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in RILY — BRC Group Holdings, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in RILY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,680,958
-$890,440 QoQ
Shares Held
830,965
-19.7% QoQ
Ownership
2.07%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 95 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $112,354,506 across 6 Financial Conglomerates names. RILY ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
680,204 | $61,578,868 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
635,320 | $24,637,709 | |
| 3 | IX |
Orix Corp
|
382,934 | $14,566,809 | |
| 4 | RILY |
BRC Group Holdings, Inc.
This page
|
830,965 | $6,680,958 | |
| 5 | TREE |
LendingTree, Inc.
|
93,144 | $4,125,347 | |
| 6 | FRHC |
Freedom Holding Corp.
|
5,862 | $764,815 |
All Filings in RILY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,680,958 | 830,965 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,571,398 | 1,034,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,245,245 | 1,123,179 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,371,959 | 898,321 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,051,934 | 690,887 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,614,389 | 417,155 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $909,008 | 198,041 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,404,774 | 267,576 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,949,689 | 337,284 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,343,626 | 394,125 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,851,723 | 326,428 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,331,890 | 276,455 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,443,088 | 248,871 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,402,030 | 225,503 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,787,366 | 198,461 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,746,301 | 173,996 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,520,696 | 154,336 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,616,211 | 137,453 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,856,292 | 122,173 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,177,551 | 121,571 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,568,115 | 126,730 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,064,583 | 125,303 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,009,595 | 113,288 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,832,632 | 113,034 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,573,185 | 118,253 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,278,557 | 177,989 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||