Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

PFSIPFSI
31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in PENNYMAC FINL SVCS INC NEW

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 482,441 shares of PFSI (PENNYMAC FINL SVCS INC NEW), worth $42M as of 2026-Q2. The position was increased (+2.9% shares). PFSI represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$42M

Current Shares

482,441

Total Value Change

+$40.8M

Total Shares Change

+425,470

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
482,441
+2.9%
$42M0.0%$86.77
30
2026-Q1
Increased
468,772
+6.2%
$41M0.0%$86.76
31
2025-Q4
Decreased
441,401
-1.8%
$58.2M0.0%$130.44
0
2025-Q3
Decreased
449,599
-1.9%
$55.7M0.0%$122.28
0
2025-Q2
Increased
458,238
+0.2%
$45.7M0.0%$98.07
29
2025-Q1
Increased
457,234
+0.8%
$45.8M0.0%$98.23
29
2024-Q4
Increased
453,810
+1.4%
$46.4M0.0%$99.92
30
2024-Q3
Increased
447,351
+7.5%
$51M0.0%$111.17
32
2024-Q2
Increased
416,316
+3.9%
$39.4M0.0%$91.98
30
2024-Q1
Increased
400,675
+1.0%
$36.5M0.0%$88.38
29
2023-Q4
Increased
396,745
+1.0%
$35.1M0.0%$85.55
29
2023-Q3
Increased
392,798
+1.8%
$26.2M0.0%$64.30
29
2023-Q2
Decreased
385,943
-0.8%
$27.1M0.0%$67.70
0
2023-Q1
Increased
389,097
+3.2%
$23.2M0.0%$57.20
29
2022-Q4
Increased
376,892
+4.0%
$21.4M0.0%$54.20
30
2022-Q3
Increased
362,222
+11.7%
$15.5M0.0%$40.88
31
2022-Q2
Increased
324,222
+8.0%
$14.2M0.0%$41.51
30
2022-Q1
Increased
300,207
+6.5%
$16M0.0%$50.30
30
2021-Q4
Increased
281,858
+4.2%
$19.7M0.0%$65.76
30
2021-Q3
Decreased
270,403
-3.6%
$16.5M0.0%$57.43
0
2021-Q2
Decreased
280,617
-1.5%
$17.3M0.0%$57.82
0
2021-Q1
Increased
284,878
+3.6%
$19.1M0.0%$62.43
29
2020-Q4
Increased
275,068
+0.8%
$18.1M0.0%$61.07
28
2020-Q3
Decreased
272,823
-5.4%
$15.9M0.0%$53.94
0
2020-Q2
Increased
288,480
+28.1%
$12.1M0.0%$38.67
35
2020-Q1
Increased
225,119
+2.2%
$5M0.0%$20.37
27
2019-Q4
Increased
220,367
+2.0%
$7.5M0.0%$31.26
28
2019-Q3
Increased
216,095
+188.0%
$6.6M0.0%$27.80
44
2019-Q2
Increased
75,033
+27.0%
$1.7M0.0%$20.29
32
2019-Q1
Increased
59,096
+3.7%
$1.3M0.0%$20.35
26
2018-Q4
New
56,971
-
$1.2M0.0%$19.45
35

Other major holders of PFSI: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, FMR LLC

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