CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in STWD — Starwood Property Trust, Inc.

CIK 884546 SAN FRANCISCO, CA

Back to STWD Full portfolio

Position in STWD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$43,380,824

-$846,627 QoQ

Shares Held

2,648,402

+3.1% QoQ

Ownership

0.715%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#13

of 515 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in STWD Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $643,526,642 across 33 REIT - Mortgage names. STWD ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	5,427,809	$121,365,808
2	AGNC	AGNC Investment Corp.	8,146,540	$88,797,285
3	RITM	Rithm Capital Corp.	7,070,159	$66,388,793
4	STWD	Starwood Property Trust, Inc. This page	2,648,402	$43,380,824
5	BXMT	Blackstone Mortgage Trust, Inc.	2,336,409	$39,602,132
6	TWO-PC	Two Harbors Investment Corp.	1,263,989	$31,536,525
7	DX	Dynex Capital Inc	1,795,250	$23,535,727
8	ARI	Apollo Commercial Real Estate Finance, Inc.	2,035,950	$21,743,946

All Filings in STWD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,380,824	2,648,402	+3.1%	Shares	Other	2026-08-14
2026-03-31	$44,227,451	2,568,377	+4.6%	Shares	Sole	2026-05-15
2025-12-31	$44,206,229	2,454,538	+1.6%	Shares	Sole	2026-02-13
2025-09-30	$46,817,483	2,417,010	+7.5%	Shares	Sole	2025-11-10
2025-06-30	$45,109,131	2,247,590	+2.4%	Shares	Sole	2025-08-12
2025-03-31	$43,394,003	2,194,942	+1.9%	Shares	Sole	2025-09-15
2024-12-31	$40,801,188	2,153,097	+2.0%	Shares	Sole	2025-02-06
2024-09-30	$43,001,555	2,109,988	+5.8%	Shares	Sole	2024-11-12
2024-06-30	$37,762,685	1,993,806	+1.6%	Shares	Sole	2024-08-12
2024-03-31	$39,899,820	1,962,608	+1.7%	Shares	Sole	2024-05-09
2023-12-31	$40,559,750	1,929,579	+2.8%	Shares	Sole	2024-02-06
2023-09-30	$36,319,292	1,876,966	-2.1%	Shares	Sole	2023-11-08
2023-06-30	$37,206,387	1,917,855	+1.6%	Shares	Sole	2023-08-10
2023-03-31	$33,393,554	1,887,708	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$34,451,363	1,879,507	+4.3%	Shares	Sole	2023-02-13
2022-09-30	$32,817,098	1,801,158	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$36,475,109	1,746,056	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$41,283,616	1,708,052	+3.1%	Shares	Sole	2022-05-13
2021-12-31	$40,265,513	1,657,017	+7.8%	Shares	Sole	2022-02-11
2021-09-30	$37,510,236	1,536,675	+3.0%	Shares	Sole	2021-11-16
2021-06-30	$39,041,426	1,491,839	+2.4%	Shares	Sole	2021-08-16
2021-03-31	$36,042,345	1,456,845	+2.0%	Shares	Sole	2021-05-17
2020-12-31	$27,554,320	1,427,685	+2.6%	Shares	Sole	2021-02-16
2020-09-30	$20,995,969	1,391,383	-2.4%	Shares	Sole	2020-11-13
2020-06-30	$21,316,369	1,424,891	+0.6%	Shares	Sole	2020-08-20
2020-03-31	$14,521,041	1,416,687	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.