CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SNEX — StoneX Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SNEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$98,249,298
+$33,587,234 QoQ
Shares Held
1,243,662
+3.4% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 469 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNEX 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. SNEX ranks #10 (1.3% 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 SNEX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,249,298 | 829,108 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $64,662,064 | 801,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,053,036 | 536,666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,424,252 | 509,555 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,300,649 | 475,100 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,758,236 | 441,977 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $27,716,548 | 282,909 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $22,111,984 | 270,054 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,132,128 | 293,880 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,497,170 | 277,500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,122,422 | 245,461 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,446,631 | 159,375 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,664,493 | 152,437 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $15,665,146 | 151,310 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,432,367 | 130,455 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,566,881 | 127,404 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,542,943 | 122,236 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,248,750 | 124,596 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,334,402 | 119,745 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,769,092 | 117,892 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,011,876 | 115,574 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,444,904 | 113,871 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,268,581 | 108,266 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,467,480 | 106,870 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||