CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WLFC — Willis Lease Finance Corp
CIK 884546
SAN FRANCISCO, CA
Position in WLFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,387,638
+$2,137,948 QoQ
Shares Held
251,262
+11.9% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 175 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLFC Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,365,397,904 across 16 Rental & Leasing Services names. WLFC ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
534,672 | $605,724,561 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
2,526,376 | $188,998,187 | |
| 3 | R |
Ryder System Inc
|
462,366 | $121,958,279 | |
| 4 | GATX |
Gatx Corp
|
416,267 | $73,758,349 | |
| 5 | WSC |
WillScot Holdings Corp
|
2,197,488 | $63,419,503 | |
| 6 | HRI |
Herc Holdings Inc
|
392,340 | $56,238,015 | |
| 7 | UHAL |
U-Haul Holding Co /NV/
|
856,339 | $49,410,759 | |
| 8 | AER |
AerCap Holdings N.V.
|
295,610 | $43,094,025 |
All Filings in WLFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,387,638 | 27,918 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,249,690 | 24,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,297,680 | 24,312 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,432,322 | 25,037 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,617,331 | 25,335 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,588,289 | 22,715 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $4,812,669 | 23,188 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,421,142 | 22,990 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $582,120 | 8,400 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $389,368 | 7,847 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $383,561 | 7,847 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $356,801 | 8,435 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $298,718 | 7,634 | Shares | Sole | 2023-08-10 | |
| 2022-03-31 | $278,000 | 8,629 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $252,000 | 6,674 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $216,000 | 5,808 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $300,000 | 6,985 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $313,000 | 7,189 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $219,000 | 7,189 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||