CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SF — Stifel Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,570,347
-$5,993,472 QoQ
Shares Held
1,326,793
-0.5% QoQ
Ownership
0.353%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 592 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF 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. SF ranks #12 (1.2% 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 SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,570,347 | 1,326,793 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $98,563,819 | 1,333,385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,404,060 | 841,751 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $95,697,576 | 843,373 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $124,313,555 | 1,197,856 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $130,937,302 | 1,234,326 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $117,094,802 | 1,247,016 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $104,791,826 | 1,245,298 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $96,747,820 | 1,237,660 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $83,538,524 | 1,208,077 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $73,815,982 | 1,201,432 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $69,387,677 | 1,162,857 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $66,956,890 | 1,133,135 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $64,951,862 | 1,112,762 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $56,071,159 | 1,080,160 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $58,658,370 | 1,047,096 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $68,500,897 | 1,008,849 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $69,174,600 | 982,314 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $66,141,846 | 973,246 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $47,733,911 | 735,953 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $59,430,045 | 927,724 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $48,303,894 | 957,271 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $32,913,937 | 650,988 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $29,862,402 | 629,610 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $25,377,132 | 614,755 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||