CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WFC — Wells Fargo & Company/Mn
CIK 884546
SAN FRANCISCO, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,729,765,937
+$72,063,944 QoQ
Shares Held
20,931,340
+0.5% QoQ
Ownership
0.692%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#20
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $15,629,521,790 across 19 Banks - Diversified names. WFC ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,187,267 | $6,280,568,105 | |
| 2 | BAC |
Bank Of America Corp /De/
|
43,967,038 | $2,505,241,825 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
20,931,340 | $1,729,765,937 | |
| 4 | C |
Citigroup Inc
|
12,189,179 | $1,705,997,492 | |
| 5 | RY |
Royal Bank Of Canada
|
3,938,658 | $815,184,046 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,520,823 | $653,756,214 | |
| 7 | TD |
Toronto Dominion Bank
|
5,099,275 | $619,204,963 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,080,308 | $367,590,423 |
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729,765,937 | 20,931,340 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,657,701,993 | 20,822,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,919,896,234 | 20,599,745 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,754,671,870 | 20,933,809 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,723,877,543 | 21,516,195 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,554,189,463 | 21,649,108 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $1,569,526,988 | 22,345,202 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,274,537,152 | 22,562,173 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,361,772,136 | 22,929,317 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,357,357,821 | 23,418,872 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,143,769,684 | 23,237,905 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $928,001,165 | 22,711,727 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $976,385,494 | 22,876,886 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $862,700,346 | 23,079,196 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $940,376,735 | 22,774,927 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $892,711,898 | 22,195,721 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $845,174,106 | 21,577,077 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,061,356,672 | 21,901,706 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,047,769,295 | 21,837,626 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,026,242,702 | 22,112,534 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,011,482,086 | 22,333,453 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $854,323,881 | 21,866,493 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $705,562,979 | 23,378,495 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $517,989,411 | 22,032,727 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $526,367,283 | 20,561,222 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $842,279,305 | 29,347,711 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||