CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in STEP — StepStone Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in STEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,047,968
-$12,260,750 QoQ
Shares Held
650,628
-3.6% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 99.98985595455467.ToString("F0")%
Shared 0.ToString("F0")%
None 0.010144045445323595.ToString("F0")%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $8,464,466,469 across 47 Asset Management names. STEP ranks #30 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,359,609 | $2,456,141,438 | |
| 2 | BLK |
BlackRock, Inc.
|
1,290,785 | $1,241,360,840 | |
| 3 | ARES |
Ares Management Corp
|
5,963,306 | $650,596,684 | |
| 4 | TROW |
Price T Rowe Group Inc
|
6,614,704 | $596,249,418 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,923,936 | $533,805,872 | |
| 6 | KKR |
KKR & Co. Inc.
|
4,991,997 | $461,759,722 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,373,457 | $375,870,578 | |
| 8 | AMP |
Ameriprise Financial Inc
|
614,691 | $273,168,680 |
All Filings in STEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||