CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SOFI — SoFi Technologies, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$130,535,205
+$27,785,476 QoQ
Shares Held
7,280,268
+12.5% QoQ
Ownership
0.564%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 912 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,182,318,105 across 39 Credit Services names. SOFI ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,503,812 | $4,976,112,858 | |
| 2 | MA |
Mastercard Inc
|
6,408,865 | $3,291,593,063 | |
| 3 | AXP |
American Express Co
|
3,888,106 | $1,315,151,853 | |
| 4 | COF |
Capital One Financial Corp
|
4,312,586 | $865,191,002 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,687,140 | $288,750,704 | |
| 6 | SYF |
Synchrony Financial
|
3,035,055 | $230,815,931 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1,656,971 | $135,125,984 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
7,280,268 | $130,535,205 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,535,205 | 7,280,268 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $102,749,729 | 6,470,386 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $158,088,715 | 6,038,530 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $145,789,179 | 5,518,137 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $120,701,506 | 6,628,309 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $75,277,803 | 6,472,726 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $97,229,701 | 6,313,617 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $48,306,278 | 6,145,837 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,048,271 | 6,058,740 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $40,401,791 | 5,534,492 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $54,659,429 | 5,493,410 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $42,294,753 | 5,293,461 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $38,412,155 | 4,605,774 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,452,388 | 4,522,634 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,675,905 | 4,485,012 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,036,635 | 4,310,786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,099,332 | 3,813,915 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,382,647 | 3,215,095 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $49,890,794 | 3,155,648 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $44,621,990 | 2,809,949 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||