Skip to main content
Equibles

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in WHG — Westwood Holdings Group Inc

CIK 884546 SAN FRANCISCO, CA
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$348,597
+$95,865 QoQ
Shares Held
18,194
+18.6% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 70 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WHG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,674,723,176 across 46 Asset Management names. WHG ranks #44 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 23,500,355 $2,765,286,772
2 BLK
BlackRock, Inc.
 1,378,163 $1,325,186,413
3 TROW
Price T Rowe Group Inc
 7,163,538 $814,422,634
4 ARES
Ares Management Corp
 6,748,327 $751,156,277
5 PFG
Principal Financial Group Inc
 6,502,068 $700,792,888
6 KKR
KKR & Co. Inc.
 5,438,163 $499,114,599
7 APO
Apollo Global Management, Inc.
 3,608,191 $426,885,076
8 STT
State Street Corp
 1,967,622 $333,708,691

All Filings in WHG

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $348,597 18,194
2026-03-31 $252,732 15,345
2025-12-31 $315,700 18,344
2025-09-30 $302,492 18,344
2025-06-30 $286,166 18,344
2021-03-31 $288,404 19,945
2020-12-31 $263,262 18,156
2020-09-30 $203,149 18,236
2020-06-30 $732,863 46,531
2020-03-31 $922,988 50,409