CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SCHW — Schwab Charles Corp
CIK 884546
SAN FRANCISCO, CA
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$874,044,552
-$27,250,150 QoQ
Shares Held
9,472,684
-1.2% QoQ
Ownership
0.548%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#30
of 2,291 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW 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. SCHW ranks #3 (11.4% 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
This page
|
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 SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,044,552 | 9,472,684 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $901,294,702 | 9,590,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $935,938,696 | 9,367,818 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $904,277,805 | 9,471,853 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $864,266,702 | 9,472,454 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $732,535,629 | 9,357,890 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $601,959,594 | 8,133,490 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $511,579,160 | 7,893,522 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $576,808,475 | 7,827,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $554,578,912 | 7,666,283 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $517,000,902 | 7,514,548 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $401,705,715 | 7,317,044 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $408,953,228 | 7,215,124 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $387,785,063 | 7,403,304 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $612,911,246 | 7,361,413 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $517,595,593 | 7,201,831 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $438,063,078 | 6,933,572 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $576,653,083 | 6,839,676 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $560,661,312 | 6,666,603 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $475,127,598 | 6,522,894 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $472,917,113 | 6,495,222 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $416,060,235 | 6,383,250 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $331,343,956 | 6,247,058 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $173,118,026 | 4,778,306 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $165,768,095 | 4,913,103 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $163,443,192 | 4,861,487 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||