CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in STEP — StepStone Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in STEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,517,389
-$2,530,579 QoQ
Shares Held
689,492
+6.0% QoQ
Ownership
0.571%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 273 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,674,723,176 across 46 Asset Management names. STEP ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
23,500,355 | $2,765,286,772 | |
| 2 | BLK |
BlackRock, Inc.
|
1,378,163 | $1,325,186,413 | |
| 3 | TROW |
Price T Rowe Group Inc
|
7,163,538 | $814,422,634 | |
| 4 | ARES |
Ares Management Corp
|
6,748,327 | $751,156,277 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,502,068 | $700,792,888 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,438,163 | $499,114,599 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,608,191 | $426,885,076 | |
| 8 | STT |
State Street Corp
|
1,967,622 | $333,708,691 |
All Filings in STEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,517,389 | 689,492 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,047,968 | 650,628 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,308,718 | 674,906 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $43,162,529 | 660,887 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,878,699 | 592,409 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,995,162 | 593,436 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $35,284,747 | 609,619 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $33,919,042 | 596,851 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,499,764 | 512,089 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,936,594 | 557,823 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $17,939,578 | 563,606 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,342,618 | 517,499 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,723,196 | 472,519 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,696,905 | 440,746 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,389,192 | 412,597 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,776,573 | 398,881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,192,384 | 391,563 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,164,095 | 398,188 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,451,470 | 323,586 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,958,302 | 280,448 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,164,660 | 208,275 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,696,105 | 161,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,081,385 | 127,673 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||