CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in SEVN — Seven Hills Realty Trust

CIK 884546 SAN FRANCISCO, CA

Position in SEVN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$535,426

-$468,511 QoQ

Shares Held

65,137

-42.3% QoQ

Ownership

0.288%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#17

of 90 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $622,425,397 across 36 REIT - Mortgage names. SEVN ranks #29 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	5,237,622	$110,775,705
2	AGNC	AGNC Investment Corp.	7,715,742	$77,388,892
3	RITM	Rithm Capital Corp.	7,012,403	$66,477,580
4	BXMT	Blackstone Mortgage Trust, Inc.	2,470,144	$47,303,257
5	STWD	Starwood Property Trust, Inc.	2,568,377	$44,227,451
6	ABR	Arbor Realty Trust Inc	3,346,334	$25,800,235
7	ARI	Apollo Commercial Real Estate Finance, Inc.	2,157,978	$22,788,247
8	DX	Dynex Capital Inc	1,647,894	$21,027,127

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$535,426	65,137	-42.3%	Shares	Sole	2026-05-15
2025-12-31	$1,003,937	112,802	+162.7%	Shares	Sole	2026-02-13
2025-09-30	$442,721	42,941	0.0%	Shares	Sole	2025-11-10
2025-06-30	$518,297	42,941	+17.2%	Shares	Sole	2025-08-12
2025-03-31	$457,633	36,640	0.0%	Shares	Sole	2025-09-15
2024-12-31	$479,251	36,640	0.0%	Shares	Sole	2025-02-06
2024-09-30	$504,532	36,640	+4.4%	Shares	Sole	2024-11-12
2024-06-30	$445,220	35,112	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.