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SOFISOFI
Showing 8 of 20 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in SOFI TECHNOLOGIES INC

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 7.3M shares of SOFI (SOFI TECHNOLOGIES INC), worth $130.5M as of 2026-Q2. The position was increased (+12.5% shares). SOFI represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$130.5M

Current Shares

7.3M

Total Value Change

+$82.2M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.3M
+12.5%
$130.5M0.0%$17.93
34
2026-Q1
Increased
6.5M
+7.2%
$102.7M0.0%$18.61
32
2025-Q4
Increased
6M
+9.4%
$158.1M0.0%$26.56
33
2025-Q3
Decreased
5.5M
-16.8%
$145.8M0.0%$27.55
0
2025-Q2
Increased
6.6M
+2.4%
$120.7M0.0%$17.18
31
2025-Q1
Increased
6.5M
+2.5%
$75.3M0.0%$11.85
30
2024-Q4
Increased
6.3M
+2.7%
$97.2M0.0%$15.63
31
2024-Q3
Increased
6.1M
+1.4%
$48.3M0.0%$7.95
30

Other major holders of SOFI: VANGUARD GROUP INC, JPMORGAN CHASE & CO, SOFTBANK GROUP CORP.

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