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Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in FRANKLIN RESOURCES INC

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 3.2M shares of BEN (FRANKLIN RESOURCES INC), worth $76.3M as of 2026-Q1. The position was increased (+2.0% shares). BEN represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$76.3M

Current Shares

3.2M

Total Value Change

+$30M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.2M
+2.0%
$76.3M0.0%$26.50
30
2025-Q4
Decreased
3.2M
-0.0%
$75.7M0.0%$23.86
0
2025-Q3
Decreased
3.2M
-2.1%
$73.3M0.0%$22.74
0
2025-Q2
Increased
3.2M
+2.5%
$77.2M0.0%$23.18
30
2025-Q1
Increased
3.2M
+1.9%
$60.8M0.0%$18.20
30
2024-Q4
Increased
3.1M
+3.3%
$62.9M0.0%$18.98
30
2024-Q3
Increased
3M
+44.6%
$60.4M0.0%$19.03
40
2024-Q2
Increased
2.1M
+3.3%
$46.3M0.0%$20.46
30

Other major holders of BEN: SHELTON CAPITAL MANAGEMENT, VANGUARD GROUP INC, BlackRock Finance, Inc.

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