CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WD — Walker & Dunlop, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in WD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,325,797
+$5,049,537 QoQ
Shares Held
481,276
+0.4% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WD 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. WD ranks #3 (13.3% 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.
This page
|
481,276 | $26,325,797 | |
| 4 | UWMC |
UWM Holdings Corp
|
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 WD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,325,797 | 481,276 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||