CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in SIEB — Siebert Financial Corp

CIK 884546 SAN FRANCISCO, CA

Position in SIEB

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

Position Value

$67,562

-$55,951 QoQ

Shares Held

35,189

0.0% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,382,769,582 across 51 Capital Markets names. SIEB ranks #49 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	9,991,147	$1,644,243,061
2	GS	Goldman Sachs Group Inc	1,923,317	$1,627,106,948
3	SCHW	Schwab Charles Corp	9,590,282	$901,294,702
4	HOOD	Robinhood Markets, Inc.	5,776,026	$400,278,601
5	IBKR	Interactive Brokers Group, Inc.	3,592,551	$240,952,395
6	MC	Moelis & Co	2,703,182	$154,081,374
7	LPLA	LPL Financial Holdings Inc.	440,464	$132,504,785
8	TW	Tradeweb Markets Inc.	989,492	$116,423,628

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,562	35,189	0.0%	Shares	Sole	2026-05-15
2025-12-31	$123,513	35,189	0.0%	Shares	Sole	2026-02-13
2025-09-30	$102,751	35,189	0.0%	Shares	Sole	2025-11-10
2025-06-30	$155,535	35,189	+21.2%	Shares	Sole	2025-08-12
2021-03-31	$117,587	29,034	+13.1%	Shares	Sole	2021-05-17
2020-12-31	$107,818	25,671	0.0%	Shares	Sole	2021-02-16
2020-09-30	$82,917	25,671	0.0%	Shares	Sole	2020-11-13
2020-06-30	$129,895	25,671	+15.0%	Shares	Sole	2020-08-20
2020-03-31	$161,128	22,317	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.