CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SPGI — S&P Global Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$990,399,268
+$23,494,329 QoQ
Shares Held
2,570,476
+7.0% QoQ
Ownership
0.822%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#17
of 1,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,631,891,631 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,570,476 | $990,399,268 | |
| 2 | MCO |
Moodys Corp /De/
|
1,201,108 | $544,005,834 | |
| 3 | CME |
Cme Group Inc.
|
2,181,318 | $481,700,453 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
3,438,416 | $423,303,393 | |
| 5 | MSCI |
MSCI Inc.
|
597,876 | $334,834,474 | |
| 6 | COIN |
Coinbase Global, Inc.
|
1,885,012 | $275,569,903 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,828,483 | $222,941,029 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
633,121 | $153,639,472 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,399,268 | 2,431,860 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $966,904,939 | 2,273,252 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,163,062,184 | 2,225,573 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,063,942,274 | 2,185,988 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,111,893,369 | 2,108,694 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,053,323,830 | 2,073,064 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $995,794,483 | 1,999,467 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,000,536,520 | 1,936,697 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $852,037,037 | 1,910,397 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $788,923,005 | 1,854,326 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $800,080,300 | 1,816,218 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $651,643,279 | 1,783,321 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $717,435,105 | 1,789,606 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $617,304,551 | 1,790,482 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $601,271,642 | 1,795,162 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $543,311,025 | 1,779,306 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $601,110,382 | 1,783,393 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $739,050,746 | 1,801,772 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $569,760,138 | 1,207,298 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $493,112,469 | 1,160,565 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $466,186,660 | 1,135,794 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $391,790,549 | 1,110,297 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $400,301,703 | 1,217,722 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $430,891,384 | 1,194,929 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $378,756,048 | 1,149,557 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $271,039,287 | 1,106,057 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||