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Charles Schwab Investment Management

Latest statistics and disclosures from Charles Schwab Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, NVDA, AMZN, META, and represent 14.47% of Charles Schwab Investment Management's stock portfolio.
Added to shares of these 10 stocks: BMY (+$2.3B), WMT (+$1.3B), HSY (+$668M), LMT (+$646M), MO (+$553M), EOG (+$544M), USB (+$503M), PFE (+$499M), UPS (+$482M), CINF (+$447M).
Started 48 new stock positions in SYRE, INO, Adverum Biotechnologies, PYXS, VRM, Cg Oncology, VSTM, 180 Life Sciences Corp, NOTV, FMS.
Reduced shares in these 10 stocks: AVGO (-$2.9B), MRK (-$2.5B), ADP (-$1.6B), BX (-$1.5B), ITW (-$1.2B), MMM (-$908M), ALL (-$709M), NEM (-$645M), WSM (-$321M), ABBV (-$314M).
Sold out of its positions in Adverum Biotechnologies, Aeva Technologies, Ageagle Aerial Sys, MDRX, Alteryx, Aterian, AQMS, Assembly Biosciences, BCEL, BENF.
Charles Schwab Investment Management was a net buyer of stock by $9.0B.
Charles Schwab Investment Management has $434B in assets under management (AUM), dropping by 9.95%.
Central Index Key (CIK): 0000884546

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Portfolio Holdings for Charles Schwab Investment Management

Charles Schwab Investment Management holds 3471 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Charles Schwab Investment Management has 3471 total positions. Only the first 250 positions are shown.

Sign up to view all of the Charles Schwab Investment Management March 31, 2024 positions
Download the Charles Schwab Investment Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	4.4	$19B	+2%	45M	420.72	View chart
Apple (AAPL)	3.4	$15B		87M	171.48	View chart
NVIDIA Corporation (NVDA)	2.9	$13B	+3%	14M	903.56	View chart
Amazon (AMZN)	2.2	$9.7B	+3%	54M	180.38	View chart
Meta Platforms Cl A (META)	1.5	$6.5B		13M	485.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$5.4B	+2%	36M	150.93	View chart
Home Depot (HD)	1.1	$4.8B	-4%	13M	383.60	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$4.5B		29M	152.26	View chart
Chevron Corporation (CVX)	1.0	$4.4B	+5%	28M	157.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$4.3B		10M	420.52	View chart
Abbvie (ABBV)	0.9	$4.1B	-7%	23M	181.27	View chart
Verizon Communications (VZ)	0.9	$4.0B	+2%	96M	41.96	View chart
JPMorgan Chase & Co. (JPM)	0.9	$4.0B		20M	197.94	View chart
Broadcom (AVGO)	0.9	$4.0B	-42%	3.0M	1312.48	View chart
Coca-Cola Company (KO)	0.9	$3.9B	+3%	64M	60.62	View chart
Cisco Systems (CSCO)	0.9	$3.8B	+6%	78M	49.37	View chart
Eli Lilly & Co. (LLY)	0.8	$3.6B	+2%	4.7M	777.96	View chart
Texas Instruments Incorporated (TXN)	0.8	$3.6B	+2%	21M	174.21	View chart
Pepsi (PEP)	0.8	$3.6B	+6%	20M	175.01	View chart
Pfizer (PFE)	0.8	$3.4B	+17%	122M	27.75	View chart
Lockheed Martin Corporation (LMT)	0.7	$3.2B	+25%	7.1M	454.87	View chart
Exxon Mobil Corporation (XOM)	0.7	$3.2B	+2%	28M	115.58	View chart
UnitedHealth (UNH)	0.7	$3.2B	+6%	6.4M	494.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$3.1B	+4%	50M	62.06	View chart
Amgen (AMGN)	0.7	$3.1B	+4%	11M	284.32	View chart
BlackRock (BLK)	0.7	$3.0B	+14%	3.6M	833.69	View chart
Visa Com Cl A (V)	0.7	$3.0B		11M	277.62	View chart
Bristol Myers Squibb (BMY)	0.7	$2.9B	+372%	54M	54.23	View chart
United Parcel Service CL B (UPS)	0.6	$2.8B	+20%	19M	147.68	View chart
Tesla Motors (TSLA)	0.6	$2.7B	+3%	16M	175.79	View chart
Procter & Gamble Company (PG)	0.6	$2.7B		16M	162.25	View chart
Johnson & Johnson (JNJ)	0.6	$2.5B		16M	157.18	View chart
Altria (MO)	0.6	$2.5B	+28%	57M	43.62	View chart
Mastercard Incorporated Cl A (MA)	0.5	$2.3B	+2%	4.8M	481.57	View chart
Merck & Co (MRK)	0.5	$2.3B	-51%	18M	129.61	View chart
EOG Resources (EOG)	0.5	$2.2B	+33%	17M	127.84	View chart
Us Bancorp Del Com New (USB)	0.5	$2.0B	+33%	45M	44.70	View chart
Costco Wholesale Corporation (COST)	0.5	$2.0B		2.7M	732.63	View chart
Wal-Mart Stores (WMT)	0.4	$1.9B	+202%	32M	59.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.8B	+2%	37M	50.17	View chart
Valero Energy Corporation (VLO)	0.4	$1.7B	+29%	10M	170.69	View chart
salesforce (CRM)	0.4	$1.7B	+2%	5.5M	301.18	View chart
Advanced Micro Devices (AMD)	0.4	$1.7B	+2%	9.2M	180.49	View chart
Bank of America Corporation (BAC)	0.4	$1.6B	+2%	43M	37.92	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$1.6B		4.5M	346.61	View chart
Ford Motor Company (F)	0.4	$1.5B	+32%	116M	13.28	View chart
McDonald's Corporation (MCD)	0.4	$1.5B		5.5M	281.95	View chart
Netflix (NFLX)	0.3	$1.5B		2.5M	607.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.5B	+4%	39M	39.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.5B	+19%	32M	46.00	View chart
Oracle Corporation (ORCL)	0.3	$1.5B		12M	122.06	View chart
Abbott Laboratories (ABT)	0.3	$1.4B		12M	112.53	View chart
Fastenal Company (FAST)	0.3	$1.4B	+29%	18M	76.86	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.4B	+3%	2.3M	581.21	View chart
Wells Fargo & Company (WFC)	0.3	$1.4B		23M	57.96	View chart
Linde SHS (LIN)	0.3	$1.3B	+2%	2.9M	464.32	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.3B		2.6M	504.60	View chart
Oneok (OKE)	0.3	$1.3B	+33%	17M	80.17	View chart
Comcast Corp Cl A (CMCSA)	0.3	$1.3B		31M	42.46	View chart
Philip Morris International (PM)	0.3	$1.3B	+2%	14M	91.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.3B	-10%	13M	97.94	View chart
Prologis (PLD)	0.3	$1.3B		9.6M	130.22	View chart
Intel Corporation (INTC)	0.3	$1.2B		28M	44.17	View chart
Kimberly-Clark Corporation (KMB)	0.3	$1.2B	+33%	9.6M	129.35	View chart
Walt Disney Company (DIS)	0.3	$1.2B	+2%	10M	122.36	View chart
International Business Machines (IBM)	0.3	$1.2B		6.5M	189.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$1.2B	-3%	24M	51.28	View chart
Caterpillar (CAT)	0.3	$1.2B		3.3M	359.86	View chart
Paychex (PAYX)	0.3	$1.1B	+33%	9.1M	122.80	View chart
General Electric Com New (GE)	0.3	$1.1B		6.3M	175.53	View chart
Qualcomm (QCOM)	0.3	$1.1B	+2%	6.5M	169.30	View chart
Intuit (INTU)	0.2	$1.0B	+2%	1.6M	650.00	View chart
Morgan Stanley Com New (MS)	0.2	$1.0B	+23%	11M	94.16	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$1.0B		31M	32.69	View chart
Raytheon Technologies Corp (RTX)	0.2	$980M	-4%	10M	97.53	View chart
Medtronic SHS (MDT)	0.2	$978M		11M	87.15	View chart
American Tower Reit (AMT)	0.2	$968M		4.9M	197.59	View chart
Danaher Corporation (DHR)	0.2	$953M	+2%	3.8M	249.72	View chart
Applied Materials (AMAT)	0.2	$936M		4.5M	206.23	View chart
At&t (T)	0.2	$912M	+2%	52M	17.60	View chart
Citigroup Com New (C)	0.2	$909M		14M	63.24	View chart
Starbucks Corporation (SBUX)	0.2	$907M		10M	89.97	View chart
CVS Caremark Corporation (CVS)	0.2	$904M	-10%	12M	78.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$901M	-8%	7.8M	115.30	View chart
Parker-Hannifin Corporation (PH)	0.2	$892M	-3%	1.6M	555.79	View chart
American Express Company (AXP)	0.2	$886M		3.9M	227.69	View chart
Servicenow (NOW)	0.2	$884M		1.2M	762.40	View chart
ConocoPhillips (COP)	0.2	$863M	+2%	6.8M	127.28	View chart
Union Pacific Corporation (UNP)	0.2	$851M		3.5M	245.93	View chart
Intuitive Surgical Com New (ISRG)	0.2	$849M		2.1M	399.09	View chart
Lowe's Companies (LOW)	0.2	$836M	+2%	3.3M	254.73	View chart
Duke Energy Corp Com New (DUK)	0.2	$832M		8.6M	96.71	View chart
Hershey Company (HSY)	0.2	$820M	+441%	4.2M	194.50	View chart
Anthem (ELV)	0.2	$812M	+2%	1.6M	518.54	View chart
Uber Technologies (UBER)	0.2	$805M		11M	76.99	View chart
Goldman Sachs (GS)	0.2	$805M	+2%	1.9M	417.69	View chart
T. Rowe Price (TROW)	0.2	$793M	+32%	6.5M	121.92	View chart
S&p Global (SPGI)	0.2	$789M	+2%	1.9M	425.45	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$787M	+23%	56M	13.95	View chart
Nike CL B (NKE)	0.2	$775M		8.2M	93.98	View chart
Micron Technology (MU)	0.2	$775M		6.6M	117.89	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.2	$771M	+32%	7.5M	102.28	View chart
Equinix (EQIX)	0.2	$769M	-2%	932k	825.33	View chart
Lam Research Corporation (LRCX)	0.2	$767M		790k	971.57	View chart
Fidelity National Information Services (FIS)	0.2	$767M	+19%	10M	74.18	View chart
Progressive Corporation (PGR)	0.2	$766M	+5%	3.7M	206.82	View chart
Public Storage (PSA)	0.2	$763M		2.7M	279.99	View chart
Honeywell International (HON)	0.2	$758M	+2%	3.7M	205.25	View chart
Booking Holdings (BKNG)	0.2	$757M	+2%	209k	3627.88	View chart
Cigna Corp (CI)	0.2	$742M	+3%	2.0M	363.19	View chart
Fifth Third Ban (FITB)	0.2	$737M	+33%	20M	37.21	View chart
Nextera Energy (NEE)	0.2	$706M	+2%	11M	63.91	View chart
M&T Bank Corporation (MTB)	0.2	$695M	+33%	4.8M	145.44	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$687M		14M	50.45	View chart
Eaton Corp SHS (ETN)	0.2	$682M		2.2M	312.68	View chart
TJX Companies (TJX)	0.2	$674M		6.6M	101.42	View chart
Truist Financial Corp equities (TFC)	0.2	$670M	-8%	18M	37.99	View chart
Illinois Tool Works (ITW)	0.2	$669M	-63%	2.5M	268.33	View chart
Stryker Corporation (SYK)	0.2	$654M	+3%	1.8M	357.87	View chart
Deere & Company (DE)	0.2	$653M		1.6M	410.74	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$651M	+3%	1.6M	418.01	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$614M	+2%	638k	962.49	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$597M	+33%	21M	27.88	View chart
Chubb (CB)	0.1	$592M		2.3M	259.13	View chart
Boeing Company (BA)	0.1	$591M		3.1M	192.99	View chart
Crown Castle Intl (CCI)	0.1	$590M	+2%	5.6M	104.93	View chart
Darden Restaurants (DRI)	0.1	$572M	+33%	3.4M	167.15	View chart
Zoetis Cl A (ZTS)	0.1	$565M		3.3M	169.21	View chart
Simon Property (SPG)	0.1	$565M		3.6M	156.49	View chart
Regions Financial Corporation (RF)	0.1	$563M	+32%	27M	21.04	View chart
Welltower Inc Com reit (WELL)	0.1	$561M	+2%	6.0M	93.44	View chart
Cincinnati Financial Corporation (CINF)	0.1	$560M	+395%	4.5M	124.17	View chart
Fiserv (FI)	0.1	$558M	+2%	3.5M	159.82	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$555M	+10%	27M	20.30	View chart
Charles Schwab Corporation (SCHW)	0.1	$555M	+2%	7.7M	72.34	View chart
Kla Corp Com New (KLAC)	0.1	$554M	+2%	794k	698.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$549M	+4%	2.6M	208.27	View chart
Automatic Data Processing (ADP)	0.1	$546M	-74%	2.2M	249.74	View chart
Boston Scientific Corporation (BSX)	0.1	$541M	+2%	7.9M	68.49	View chart
Marsh & McLennan Companies (MMC)	0.1	$540M		2.6M	205.98	View chart
Gilead Sciences (GILD)	0.1	$540M		7.4M	73.25	View chart
Watsco, Incorporated (WSO)	0.1	$537M	+4%	1.2M	431.97	View chart
Packaging Corporation of America (PKG)	0.1	$535M	+29%	2.8M	189.78	View chart
Kinder Morgan (KMI)	0.1	$531M		31M	17.35	View chart
Palo Alto Networks (PANW)	0.1	$531M	+7%	1.9M	284.13	View chart
Target Corporation (TGT)	0.1	$526M	+3%	3.0M	177.21	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$522M	+44%	7.8M	67.34	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$522M		7.5M	70.00	View chart
Metropcs Communications (TMUS)	0.1	$521M	+5%	3.2M	163.22	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$520M		5.5M	94.66	View chart
Analog Devices (ADI)	0.1	$515M		2.6M	197.79	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$503M	-3%	3.2M	155.84	View chart
Synopsys (SNPS)	0.1	$501M	+3%	876k	571.50	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$499M	-74%	3.8M	131.37	View chart
Skyworks Solutions (SWKS)	0.1	$495M	+403%	4.6M	108.32	View chart
Marathon Petroleum Corp (MPC)	0.1	$493M		2.4M	201.50	View chart
Snap-on Incorporated (SNA)	0.1	$489M	+29%	1.7M	296.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$485M	+12%	6.0M	80.51	View chart
Cadence Design Systems (CDNS)	0.1	$484M	+2%	1.6M	311.28	View chart
Paypal Holdings (PYPL)	0.1	$484M	+3%	7.2M	66.99	View chart
Best Buy (BBY)	0.1	$482M	+31%	5.9M	82.03	View chart
Key (KEY)	0.1	$479M	+29%	30M	15.81	View chart
Realty Income (O)	0.1	$479M	+17%	8.8M	54.10	View chart
Eversource Energy (ES)	0.1	$478M	+10%	8.5M	56.45	View chart
Sherwin-Williams Company (SHW)	0.1	$478M	+2%	1.4M	347.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$475M	+15%	909k	523.07	View chart
Digital Realty Trust (DLR)	0.1	$475M		3.3M	144.04	View chart
Phillips 66 (PSX)	0.1	$475M		2.9M	163.34	View chart
Kenvue (KVUE)	0.1	$472M	+16%	22M	21.46	View chart
Constellation Brands Cl A (STZ)	0.1	$470M	+25%	1.8M	266.98	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$461M		1.8M	250.04	View chart
Super Micro Computer (SMCI)	0.1	$461M	+27%	456k	1010.03	View chart
CF Industries Holdings (CF)	0.1	$457M	+399%	5.5M	83.21	View chart
Chipotle Mexican Grill (CMG)	0.1	$455M	+2%	156k	2906.77	View chart
Omni (OMC)	0.1	$452M		4.7M	96.76	View chart
Southern Company (SO)	0.1	$446M	+2%	6.2M	71.74	View chart
McKesson Corporation (MCK)	0.1	$441M	+2%	821k	536.85	View chart
General Motors Company (GM)	0.1	$441M	-5%	9.7M	45.35	View chart
Waste Management (WM)	0.1	$432M		2.0M	213.15	View chart
Schlumberger Com Stk (SLB)	0.1	$424M		7.7M	54.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$424M	-5%	8.6M	49.24	View chart
CSX Corporation (CSX)	0.1	$422M		11M	37.07	View chart
Intercontinental Exchange (ICE)	0.1	$420M		3.1M	137.43	View chart
Arista Networks (ANET)	0.1	$418M	+2%	1.4M	289.98	View chart
Airbnb Com Cl A (ABNB)	0.1	$416M	+3%	2.5M	164.96	View chart
Cme (CME)	0.1	$414M		1.9M	215.29	View chart
FedEx Corporation (FDX)	0.1	$412M		1.4M	289.74	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$406M	+31%	7.7M	53.10	View chart
TransDigm Group Incorporated (TDG)	0.1	$406M	+2%	329k	1231.60	View chart
Colgate-Palmolive Company (CL)	0.1	$405M		4.5M	90.05	View chart
Dick's Sporting Goods (DKS)	0.1	$402M	+345%	1.8M	224.86	View chart
O'reilly Automotive (ORLY)	0.1	$400M	+2%	354k	1128.88	View chart
Becton, Dickinson and (BDX)	0.1	$399M	+2%	1.6M	247.45	View chart
General Dynamics Corporation (GD)	0.1	$395M		1.4M	282.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$394M	-5%	2.4M	162.86	View chart
Genuine Parts Company (GPC)	0.1	$394M		2.7M	144.71	View chart
Interpublic Group of Companies (IPG)	0.1	$392M	+29%	12M	32.63	View chart
Capital One Financial (COF)	0.1	$390M		2.6M	148.89	View chart
Hca Holdings (HCA)	0.1	$387M	+2%	1.2M	333.53	View chart
PNC Financial Services (PNC)	0.1	$387M	+2%	2.4M	161.60	View chart
Northrop Grumman Corporation (NOC)	0.1	$384M		802k	478.66	View chart
Amcor Ord (AMCR)	0.1	$383M	+32%	40M	9.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$378M	-7%	5.1M	74.22	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$377M	-2%	3.5M	107.41	View chart
Amphenol Corp Cl A (APH)	0.1	$374M		3.2M	115.35	View chart
Trane Technologies SHS (TT)	0.1	$373M		1.2M	300.20	View chart
3M Company (MMM)	0.1	$373M	-70%	3.5M	106.07	View chart
Freeport-mcmoran CL B (FCX)	0.1	$373M	+2%	7.9M	47.02	View chart
Paccar (PCAR)	0.1	$372M		3.0M	123.89	View chart
Marriott Intl Cl A (MAR)	0.1	$371M	+2%	1.5M	252.31	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$371M		7.2M	51.60	View chart
Emerson Electric (EMR)	0.1	$365M		3.2M	113.42	View chart
PPG Industries (PPG)	0.1	$364M	+36%	2.5M	144.90	View chart
Moody's Corporation (MCO)	0.1	$363M	+2%	923k	393.03	View chart
Constellation Energy (CEG)	0.1	$361M	+2%	2.0M	184.85	View chart
Aon Shs Cl A (AON)	0.1	$360M		1.1M	333.72	View chart
Cintas Corporation (CTAS)	0.1	$360M	+2%	523k	687.03	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$352M	+157%	1.5M	239.76	View chart
American Intl Group Com New (AIG)	0.1	$351M	+2%	4.5M	78.17	View chart
Roper Industries (ROP)	0.1	$347M	+2%	618k	560.84	View chart
Apa Corporation (APA)	0.1	$345M	+283%	10M	34.38	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$345M		7.6M	45.10	View chart
Tapestry (TPR)	0.1	$344M	+267%	7.2M	47.48	View chart
Nxp Semiconductors N V (NXPI)	0.1	$343M		1.4M	247.77	View chart
Edwards Lifesciences (EW)	0.1	$342M	+3%	3.6M	95.56	View chart
Norfolk Southern (NSC)	0.1	$337M		1.3M	254.87	View chart
Travelers Companies (TRV)	0.1	$336M		1.5M	230.14	View chart
Pioneer Natural Resources (PXD)	0.1	$335M	+3%	1.3M	262.50	View chart
Extra Space Storage (EXR)	0.1	$331M	+2%	2.2M	147.00	View chart
Vici Pptys (VICI)	0.1	$325M	+2%	11M	29.79	View chart
Hilton Worldwide Holdings (HLT)	0.1	$325M		1.5M	213.31	View chart
East West Ban (EWBC)	0.1	$324M	+366%	4.1M	79.11	View chart
Dex (DXCM)	0.1	$323M	+3%	2.3M	138.70	View chart
D.R. Horton (DHI)	0.1	$321M		2.0M	164.55	View chart
Autodesk (ADSK)	0.1	$320M	+3%	1.2M	260.42	View chart
AutoZone (AZO)	0.1	$320M		101k	3151.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$315M	-16%	599k	525.73	View chart
Ecolab (ECL)	0.1	$315M		1.4M	230.90	View chart
Allstate Corporation (ALL)	0.1	$314M	-69%	1.8M	173.01	View chart
Motorola Solutions Com New (MSI)	0.1	$310M	+2%	872k	354.98	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$309M	+17%	6.7M	46.38	View chart
Diageo Spon Adr New (DEO)	0.1	$309M		2.2M	141.84	View chart
United Rentals (URI)	0.1	$308M	+2%	427k	721.11	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$308M		12M	25.25	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$307M	-5%	14M	22.77	View chart
Nucor Corporation (NUE)	0.1	$306M	+3%	1.5M	197.90	View chart
Alexandria Real Estate Equities (ARE)	0.1	$304M	+43%	2.4M	127.13	View chart
Iqvia Holdings (IQV)	0.1	$301M	+2%	1.2M	252.89	View chart
Copart (CPRT)	0.1	$298M	+3%	5.2M	57.92	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$298M	+12%	4.7M	63.31	View chart

Past Filings by Charles Schwab Investment Management

SEC 13F filings are viewable for Charles Schwab Investment Management going back to 2010

Charles Schwab Investment Management 2024 Q1 filed May 9, 2024
Charles Schwab Investment Management 2023 Q4 filed Feb. 6, 2024
Charles Schwab Investment Management 2022 Q1 amended filed Jan. 4, 2024
Charles Schwab Investment Management 2022 Q2 amended filed Jan. 4, 2024
Charles Schwab Investment Management 2022 Q3 amended filed Jan. 4, 2024
Charles Schwab Investment Management 2022 Q4 amended filed Jan. 4, 2024
Charles Schwab Investment Management 2023 Q1 amended filed Jan. 4, 2024
Charles Schwab Investment Management 2023 Q2 amended filed Jan. 4, 2024
Charles Schwab Investment Management 2023 Q3 filed Nov. 8, 2023
Charles Schwab Investment Management 2023 Q2 filed Aug. 10, 2023
Charles Schwab Investment Management 2023 Q1 filed May 12, 2023
Charles Schwab Investment Management 2022 Q4 filed Feb. 13, 2023
Charles Schwab Investment Management 2022 Q3 filed Nov. 14, 2022
Charles Schwab Investment Management 2022 Q2 filed Aug. 15, 2022
Charles Schwab Investment Management 2022 Q1 filed May 13, 2022
Charles Schwab Investment Management 2021 Q4 filed Feb. 11, 2022

View all past filings

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