CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WD — Walker & Dunlop, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in WD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,276,260
-$8,222,563 QoQ
Shares Held
479,411
-2.2% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99249078556812.ToString("F0")%
Shared 0.ToString("F0")%
None 0.007509214431875781.ToString("F0")%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $191,688,668 across 8 Mortgage Finance names. WD ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
8,216,874 | $117,090,454 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
468,772 | $40,970,672 | |
| 3 | WD |
Walker & Dunlop, Inc.
This page
|
479,411 | $21,276,260 | |
| 4 | UWMC |
UWM Holdings Corp
|
1,545,106 | $5,593,283 | |
| 5 | LDI |
loanDepot, Inc.
|
2,736,410 | $3,885,702 | |
| 6 | VEL |
Velocity Financial, Inc.
|
85,400 | $1,544,886 | |
| 7 | ONIT |
Onity Group Inc.
|
18,619 | $731,168 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
16,739 | $596,243 |
All Filings in WD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,276,260 | 479,411 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,498,823 | 490,421 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,641,744 | 486,029 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,512,353 | 461,299 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,537,983 | 463,191 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $44,728,459 | 460,122 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $51,252,603 | 451,207 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $44,004,205 | 448,108 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $43,315,326 | 428,610 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,728,016 | 411,927 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $29,376,396 | 395,695 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,491,460 | 360,241 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $26,027,898 | 341,708 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,570,039 | 325,816 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,465,056 | 304,133 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,224,248 | 292,965 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $36,221,293 | 279,874 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $41,055,051 | 272,104 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,461,924 | 268,387 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $28,060,684 | 268,832 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $27,487,984 | 267,549 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $24,166,108 | 262,618 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,789,699 | 260,183 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,361,912 | 262,978 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $10,396,707 | 258,175 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||