SEC 13F Intelligence

Charles Schwab Investment Management Inc / BX

Charles Schwab Investment Management Inc’s Blackstone Inc Position

Does Charles Schwab Investment Management Inc own Blackstone Inc (BX)? Yes — 21.36M shares worth $2.5B (+0.38% of its 13F portfolio) as of Q1 2026, up from 4.35M shares the prior filed quarter.

Position Value
$2.5B
Q1 2026
Shares
21.36M
% of Portfolio
+0.38%
Quarters Held
27
currently held

Position History BX

Reported value by quarter
Q3 ’19: $65MQ3 ’19Q4 ’19: $75MQ1 ’20: $74MQ2 ’20: $99MQ3 ’20: $87MQ3 ’20Q4 ’20: $111MQ1 ’21: $122MQ2 ’21: $165MQ3 ’21: $199MQ3 ’21Q4 ’21: $227MQ1 ’22: $236MQ2 ’22: $171MQ3 ’22: $166MQ3 ’22Q4 ’22: $152MQ1 ’23: $1.1BQ2 ’23: $1.2BQ3 ’23: $1.6BQ3 ’23Q4 ’23: $1.9BQ1 ’24: $499MQ2 ’24: $479MQ3 ’24: $602MQ3 ’24Q4 ’24: $697MQ1 ’25: $582MQ2 ’25: $628MQ3 ’25: $729MQ3 ’25Q4 ’25: $671MQ1 ’26: $2.5Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.36M$2.5B+0.38%
Q4 20254.35M$671M+0.10%
Q3 20254.27M$729M+0.12%
Q2 20254.20M$628M+0.11%
Q1 20254.16M$582M+0.11%
Q4 20244.05M$697M+0.13%
Q3 20243.93M$602M+0.11%
Q2 20243.87M$479M+0.09%
Q1 20243.80M$499M+0.12%
Q4 202314.85M$1.9B+0.49%
Q3 202314.83M$1.6B+0.45%
Q2 202313.08M$1.2B+0.35%
Q1 202312.29M$1.1B+0.33%
Q4 20222.05M$152M+0.05%
Q3 20221.98M$166M+0.06%
Q2 20221.88M$171M+0.06%
Q1 20221.86M$236M+0.07%
Q4 20211.75M$227M+0.07%
Q3 20211.71M$199M+0.07%
Q2 20211.70M$165M+0.05%
Q1 20211.64M$122M+0.04%
Q4 20201.71M$111M+0.04%
Q3 20201.67M$87M+0.04%
Q2 20201.74M$99M+0.05%
Q1 20201.63M$74M+0.04%
Q4 20191.34M$75M+0.04%
Q3 20191.33M$65M+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of BX.