CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in RKT — Rocket Companies, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in RKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$120,831,007
+$3,740,553 QoQ
Shares Held
7,671,810
-6.6% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 787 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $198,586,753 across 8 Mortgage Finance names. RKT ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
7,671,810 | $120,831,007 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
482,441 | $42,020,610 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
481,276 | $26,325,797 | |
| 4 | UWMC |
UWM Holdings Corp
|
1,582,771 | $3,624,545 | |
| 5 | LDI |
loanDepot, Inc.
|
1,998,388 | $2,497,985 | |
| 6 | VEL |
Velocity Financial, Inc.
|
89,499 | $1,652,151 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
30,004 | $825,110 | |
| 8 | ONIT |
Onity Group Inc.
|
20,366 | $809,548 |
All Filings in RKT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,831,007 | 7,671,810 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $117,090,454 | 8,216,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $165,449,243 | 8,545,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,871,769 | 2,160,566 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,970,713 | 1,337,850 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,285,435 | 1,266,399 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $13,098,116 | 1,163,243 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,971,205 | 1,040,709 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,267,093 | 968,401 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,348,948 | 848,725 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,381,783 | 716,974 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,574,702 | 681,504 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,003,486 | 670,032 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,809,498 | 641,225 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,495,554 | 642,222 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,812,388 | 603,226 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,398,034 | 597,559 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,744,846 | 696,479 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,469,824 | 676,416 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,815,723 | 674,297 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,913,183 | 667,348 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,468,369 | 539,990 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,595,603 | 524,016 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,996,421 | 451,401 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||