CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UWMC — UWM Holdings Corp
CIK 884546
SAN FRANCISCO, CA
Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,624,545
-$1,968,738 QoQ
Shares Held
1,582,771
+2.4% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 289 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $198,586,753 across 8 Mortgage Finance names. UWMC ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
7,671,810 | $120,831,007 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
482,441 | $42,020,610 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
481,276 | $26,325,797 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
1,582,771 | $3,624,545 | |
| 5 | LDI |
loanDepot, Inc.
|
1,998,388 | $2,497,985 | |
| 6 | VEL |
Velocity Financial, Inc.
|
89,499 | $1,652,151 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
30,004 | $825,110 | |
| 8 | ONIT |
Onity Group Inc.
|
20,366 | $809,548 |
All Filings in UWMC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,624,545 | 1,582,771 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,593,283 | 1,545,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,387,056 | 1,458,232 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,616,519 | 1,250,660 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,526,601 | 851,836 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,137,730 | 574,676 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $3,407,810 | 580,547 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,892,950 | 574,290 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,925,456 | 566,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,971,372 | 547,021 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,801,762 | 531,715 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,521,990 | 519,998 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,781,016 | 496,610 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,430,086 | 494,926 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,612,314 | 487,104 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,404,996 | 479,521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,479,670 | 417,986 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,059,455 | 454,626 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,623,264 | 443,119 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,106,934 | 447,041 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,241,320 | 265,245 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,015,488 | 254,160 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||