CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in WU — Western Union CO

CIK 884546 SAN FRANCISCO, CA

Back to WU Full portfolio

Position in WU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$86,594,823

-$9,060,694 QoQ

Shares Held

11,246,081

+2.6% QoQ

Ownership

3.61%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 479 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WU Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $12,182,318,105 across 39 Credit Services names. WU ranks #13 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	14,503,812	$4,976,112,858
2	MA	Mastercard Inc	6,408,865	$3,291,593,063
3	AXP	American Express Co	3,888,106	$1,315,151,853
4	COF	Capital One Financial Corp	4,312,586	$865,191,002
5	PYPL	PayPal Holdings, Inc.	6,687,140	$288,750,704
6	SYF	Synchrony Financial	3,035,055	$230,815,931
7	AFRM	Affirm Holdings, Inc.	1,656,971	$135,125,984
8	SOFI	SoFi Technologies, Inc.	7,280,268	$130,535,205

All Filings in WU

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$86,594,823	11,246,081	+2.6%	Shares	Sole	2026-08-14
2026-03-31	$95,655,517	10,957,104	-16.2%	Shares	Sole	2026-05-15
2025-12-31	$121,784,687	13,081,062	+5.0%	Shares	Sole	2026-02-13
2025-09-30	$99,528,753	12,456,665	-6.2%	Shares	Sole	2025-11-10
2025-06-30	$111,777,916	13,275,287	+0.4%	Shares	Sole	2025-08-12
2025-03-31	$139,838,155	13,217,217	+5.8%	Shares	Sole	2025-09-15
2024-12-31	$132,384,237	12,489,079	+4.6%	Shares	Sole	2025-02-06
2024-09-30	$142,434,035	11,939,148	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$145,934,673	11,942,281	-2.5%	Shares	Sole	2024-08-12
2024-03-31	$171,305,397	12,253,605	+24.5%	Shares	Sole	2024-05-09
2023-12-31	$117,363,318	9,845,916	-0.4%	Shares	Sole	2024-02-06
2023-09-30	$130,246,789	9,882,154	+17.1%	Shares	Sole	2023-11-08
2023-06-30	$99,031,217	8,442,559	+2.8%	Shares	Sole	2023-08-10
2023-03-31	$91,566,487	8,212,241	-5.2%	Shares	Sole	2023-05-12
2022-12-31	$119,290,735	8,663,089	+10.8%	Shares	Sole	2023-02-13
2022-09-30	$105,580,543	7,820,781	+8.2%	Shares	Sole	2022-11-14
2022-06-30	$119,074,229	7,229,765	+4.7%	Shares	Sole	2022-08-15
2022-03-31	$129,409,070	6,905,500	+6.9%	Shares	Sole	2022-05-13
2021-12-31	$115,248,451	6,460,115	-9.0%	Shares	Sole	2022-02-11
2021-09-30	$143,502,634	7,097,064	+4.1%	Shares	Sole	2021-11-16
2021-06-30	$156,542,778	6,815,097	+3.0%	Shares	Sole	2021-08-16
2021-03-31	$163,164,912	6,616,582	+137.8%	Shares	Sole	2021-05-17
2020-12-31	$61,048,050	2,782,500	+1.8%	Shares	Sole	2021-02-16
2020-09-30	$58,592,941	2,734,155	-3.9%	Shares	Sole	2020-11-13
2020-06-30	$61,517,072	2,845,378	-2.4%	Shares	Sole	2020-08-20
2020-03-31	$52,854,914	2,915,329	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.