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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 NVDA, AAPL, MSFT, AMZN, GOOGL, and represent 15.10% of Charles Schwab Investment Management's stock portfolio.
Added to shares of these 10 stocks: UNH (+$3.3B), ABT (+$3.3B), PG (+$3.3B), QCOM (+$3.1B), ACN (+$2.8B), CMCSA (+$2.6B), BX (+$2.0B), ADP (+$1.9B), NVDA (+$836M), DVN (+$707M).
Started 93 new stock positions in PONY, INDV, York Space Systems, JPIE, XZO, OFRM, CAI, TGB, DFTX, AVTX.
Reduced shares in these 10 stocks: CSCO (-$2.8B), ABBV (-$2.8B), VLO (-$2.2B), HAL (-$965M), LMT (-$898M), MO (-$742M), Amcor (-$701M), BMY (-$619M), LYB (-$600M), CF (-$594M).
Sold out of its positions in AFCG, AMTX, Advantage Solutions, Agilon Health, ALEX, AIV, ASMB, AstraZeneca, Astria Therapeutics, Atossa Genetics.
Charles Schwab Investment Management was a net buyer of stock by $18B.
Charles Schwab Investment Management has $657B in assets under management (AUM), dropping by 2.01%.
Central Index Key (CIK): 0000884546

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Portfolio Holdings for Charles Schwab Investment Management

Charles Schwab Investment Management holds 3455 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Charles Schwab Investment Management has 3455 total positions. Only the first 250 positions are shown.

Sign up to view all of the Charles Schwab Investment Management March 31, 2026 positions
Download the Charles Schwab Investment Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.3	$28B	+3%	161M	174.40	View chart
Apple (AAPL)	4.0	$26B	+2%	102M	253.79	View chart
Microsoft Corporation (MSFT)	3.0	$19B	+3%	53M	370.17	View chart
Amazon (AMZN)	2.1	$14B	+4%	67M	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$12B	+2%	41M	287.56	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.8	$12B		419M	27.85	View chart
Broadcom (AVGO)	1.6	$10B	+3%	34M	309.44	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$9.3B	+3%	32M	286.86	View chart
Meta Platforms Cl A (META)	1.3	$8.8B		15M	572.13	View chart
Tesla Motors (TSLA)	1.1	$7.4B		20M	371.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.1	$7.0B	-2%	143M	48.93	View chart
Chevron Corporation (CVX)	1.0	$6.7B		36M	186.77	View chart
Home Depot (HD)	1.0	$6.5B	+10%	17M	380.79	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$6.2B	+4%	250M	24.91	View chart
Merck & Co (MRK)	0.9	$6.2B	+2%	50M	123.83	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.9	$6.0B	+5%	235M	25.55	View chart
Procter & Gamble Company (PG)	0.9	$6.0B	+120%	41M	144.44	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.9	$5.8B		179M	32.43	View chart
Exxon Mobil Corporation (XOM)	0.9	$5.8B		34M	169.67	View chart
Coca-Cola Company (KO)	0.9	$5.8B	+6%	76M	76.05	View chart
Verizon Communications (VZ)	0.9	$5.7B	-3%	113M	50.20	View chart
UnitedHealth (UNH)	0.9	$5.6B	+146%	21M	270.54	View chart
JPMorgan Chase & Co. (JPM)	0.9	$5.6B		19M	294.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.5B	+3%	11M	479.20	View chart
Eli Lilly & Co. (LLY)	0.8	$5.4B	+2%	5.9M	919.77	View chart
Texas Instruments Incorporated (TXN)	0.8	$5.0B	+6%	26M	194.05	View chart
ConocoPhillips (COP)	0.8	$5.0B	-8%	38M	132.00	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.7	$4.7B		124M	38.26	View chart
Pepsi (PEP)	0.7	$4.7B	+7%	30M	155.29	View chart
Johnson & Johnson (JNJ)	0.7	$4.7B		19M	244.42	View chart
Abbott Laboratories (ABT)	0.7	$4.7B	+244%	46M	102.67	View chart
Amgen (AMGN)	0.7	$4.5B	+8%	13M	351.85	View chart
Lockheed Martin Corporation (LMT)	0.7	$4.3B	-17%	7.2M	604.31	View chart
Visa Com Cl A (V)	0.6	$4.1B	+2%	14M	302.24	View chart
Qualcomm (QCOM)	0.6	$4.0B	+365%	31M	128.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$3.9B	+259%	20M	198.29	View chart
Wal-Mart Stores (WMT)	0.6	$3.8B	-2%	30M	124.28	View chart
Comcast Corp Cl A (CMCSA)	0.6	$3.8B	+212%	122M	30.96	View chart
Bristol Myers Squibb (BMY)	0.6	$3.7B	-14%	61M	60.65	View chart
Altria (MO)	0.5	$3.6B	-17%	54M	65.99	View chart
Costco Wholesale Corporation (COST)	0.5	$3.4B	+3%	3.4M	996.43	View chart
Netflix (NFLX)	0.5	$3.0B	+3%	31M	96.15	View chart
Abbvie (ABBV)	0.5	$3.0B	-48%	13M	232.12	View chart
Mastercard Incorporated Cl A (MA)	0.5	$3.0B	+2%	6.0M	499.66	View chart
Cisco Systems (CSCO)	0.4	$2.6B	-51%	34M	77.59	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$2.5B	+390%	21M	114.99	View chart
Advanced Micro Devices (AMD)	0.4	$2.4B	+2%	12M	203.43	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.4B	+2%	16M	146.28	View chart
Caterpillar (CAT)	0.4	$2.4B		3.4M	708.47	View chart
Micron Technology (MU)	0.4	$2.4B		7.0M	337.84	View chart
EOG Resources (EOG)	0.4	$2.4B	-18%	16M	144.57	View chart
Automatic Data Processing (ADP)	0.4	$2.3B	+378%	12M	203.19	View chart
SLB Com Stk (SLB)	0.3	$2.2B	-18%	44M	51.39	View chart
Philip Morris International (PM)	0.3	$2.2B		14M	165.36	View chart
Ge Aerospace Com New (GE)	0.3	$2.2B	+2%	7.7M	283.77	View chart
United Parcel Svcs CL B (UPS)	0.3	$2.2B	-18%	22M	98.38	View chart
Bank of America Corporation (BAC)	0.3	$2.2B		44M	48.75	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.1B		11M	202.64	View chart
Linde SHS (LIN)	0.3	$1.9B	+2%	3.9M	495.76	View chart
McDonald's Corporation (MCD)	0.3	$1.9B	+2%	5.6M	341.12	View chart
Fastenal Company (FAST)	0.3	$1.8B	-16%	39M	46.40	View chart
Welltower Inc Com reit (WELL)	0.3	$1.7B	+5%	8.8M	197.71	View chart
Ge Vernova (GEV)	0.3	$1.7B		2.0M	872.90	View chart
Target Corporation (TGT)	0.3	$1.7B	-17%	14M	121.20	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$1.7B		66M	25.48	View chart
Applied Materials (AMAT)	0.3	$1.7B		4.9M	341.79	View chart
Oneok (OKE)	0.3	$1.7B	-18%	18M	90.39	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.7B		7.8M	213.66	View chart
Wells Fargo & Company (WFC)	0.3	$1.7B		21M	79.61	View chart
Morgan Stanley Com New (MS)	0.3	$1.6B		10M	164.57	View chart
Nextera Energy (NEE)	0.3	$1.6B		18M	93.78	View chart
Goldman Sachs (GS)	0.2	$1.6B	+2%	1.9M	845.99	View chart
International Business Machines (IBM)	0.2	$1.6B	+2%	6.7M	240.27	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.6B		1.6M	1009.65	View chart
Prologis (PLD)	0.2	$1.6B	+2%	12M	132.18	View chart
Intel Corporation (INTC)	0.2	$1.6B		35M	44.13	View chart
Oracle Corporation (ORCL)	0.2	$1.5B	+2%	10M	147.11	View chart
At&t (T)	0.2	$1.5B		53M	28.99	View chart
Kla Corp Com New (KLAC)	0.2	$1.5B	+3%	988k	1472.41	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.4B	+3%	2.9M	491.53	View chart
Ford Motor Company (F)	0.2	$1.4B	-17%	125M	11.54	View chart
Pfizer (PFE)	0.2	$1.4B	+2%	52M	27.65	View chart
Citigroup Com New (C)	0.2	$1.4B		13M	113.41	View chart
Blackrock (BLK)	0.2	$1.4B	+2%	1.3M	1064.47	View chart
Walt Disney Company (DIS)	0.2	$1.3B	+2%	14M	96.38	View chart
salesforce (CRM)	0.2	$1.3B		7.0M	186.67	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$1.3B		28M	46.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.3B	+15%	44M	29.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.2B	+7%	25M	49.89	View chart
Fifth Third Ban (FITB)	0.2	$1.2B	+10%	27M	46.46	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.2B	+2%	2.6M	460.99	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.2B		9.1M	130.86	View chart
Booking Holdings (BKNG)	0.2	$1.2B	+17%	277k	4268.47	View chart
American Express Company (AXP)	0.2	$1.2B		3.9M	302.48	View chart
Equinix (EQIX)	0.2	$1.2B	-5%	1.2M	980.24	View chart
TJX Companies (TJX)	0.2	$1.1B	+2%	7.2M	159.70	View chart
Gilead Sciences (GILD)	0.2	$1.1B	+2%	8.2M	139.37	View chart
Archer Daniels Midland Company (ADM)	0.2	$1.1B	-18%	15M	72.69	View chart
Sandisk Corp (SNDK)	0.2	$1.1B	+6%	1.7M	635.34	View chart
Schwab Strategic Tr Core Bond Etf (SCCR)	0.2	$1.1B	+10%	42M	25.72	View chart
Uber Technologies (UBER)	0.2	$1.1B	+2%	15M	71.93	View chart
Kinder Morgan (KMI)	0.2	$1.0B		30M	33.54	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$987M		22M	45.18	View chart
Public Storage (PSA)	0.2	$986M	+3%	3.2M	307.13	View chart
CVS Caremark Corporation (CVS)	0.1	$982M		14M	71.82	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$969M	+28%	14M	69.75	View chart
S&p Global (SPGI)	0.1	$967M	+2%	2.3M	425.34	View chart
Devon Energy Corporation (DVN)	0.1	$965M	+273%	19M	50.32	View chart
Palo Alto Networks (PANW)	0.1	$954M	+20%	5.9M	160.32	View chart
Analog Devices (ADI)	0.1	$947M		3.0M	318.14	View chart
Union Pacific Corporation (UNP)	0.1	$942M	+3%	3.9M	242.62	View chart
Arista Networks Com Shs (ANET)	0.1	$939M	+2%	7.6M	122.78	View chart
Amphenol Corp Cl A (APH)	0.1	$934M	+2%	7.4M	126.35	View chart
Kimberly-Clark Corporation (KMB)	0.1	$932M	-18%	9.7M	96.47	View chart
Deere & Company (DE)	0.1	$914M		1.6M	563.30	View chart
Honeywell International (HON)	0.1	$913M	+2%	4.0M	226.03	View chart
American Tower Reit (AMT)	0.1	$904M	+2%	5.2M	172.58	View chart
Charles Schwab Corporation (SCHW)	0.1	$901M	+2%	9.6M	93.98	View chart
Danaher Corporation (DHR)	0.1	$898M	+3%	4.7M	189.60	View chart
Intuit (INTU)	0.1	$894M	+2%	2.1M	432.38	View chart
Hershey Company (HSY)	0.1	$894M	-19%	4.3M	207.89	View chart
Boeing Company (BA)	0.1	$892M	+2%	4.5M	199.03	View chart
Lowe's Companies (LOW)	0.1	$891M	+2%	3.8M	236.28	View chart
Progressive Corporation (PGR)	0.1	$877M		4.4M	198.24	View chart
Truist Financial Corp equities (TFC)	0.1	$873M		18M	49.31	View chart
PNC Financial Services (PNC)	0.1	$873M	+66%	4.2M	208.09	View chart
Paychex (PAYX)	0.1	$864M	-18%	9.4M	92.12	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$859M	+15%	18M	46.91	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$858M	+3%	1.9M	446.54	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.1	$850M	+4%	38M	22.60	View chart
Eaton Corp SHS (ETN)	0.1	$839M	+2%	2.3M	357.67	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$830M	-7%	26M	32.41	View chart
Cincinnati Financial Corporation (CINF)	0.1	$827M	-23%	5.0M	164.05	View chart
McKesson Corporation (MCK)	0.1	$818M		945k	865.36	View chart
Simon Property (SPG)	0.1	$797M		4.3M	186.53	View chart
Servicenow (NOW)	0.1	$795M	+3%	7.6M	104.55	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$789M	-18%	23M	35.14	View chart
Digital Realty Trust (DLR)	0.1	$784M	+3%	4.4M	180.21	View chart
Applovin Corp Com Cl A (APP)	0.1	$784M	+3%	2.0M	398.00	View chart
Metropcs Communications (TMUS)	0.1	$782M	+3%	3.7M	210.03	View chart
Capital One Financial (COF)	0.1	$778M		4.3M	182.43	View chart
Starbucks Corporation (SBUX)	0.1	$777M	+2%	8.7M	89.59	View chart
Adobe Systems Incorporated (ADBE)	0.1	$774M	+2%	3.2M	243.08	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$760M	-3%	37M	20.64	View chart
Medtronic SHS (MDT)	0.1	$746M	+3%	8.6M	86.65	View chart
Realty Income (O)	0.1	$746M	+3%	12M	61.18	View chart
Chubb (CB)	0.1	$746M	+2%	2.3M	325.93	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$742M	+13%	14M	53.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$741M	+44%	3.0M	250.58	View chart
Newmont Mining Corporation (NEM)	0.1	$728M		6.7M	108.25	View chart
Valero Energy Corporation (VLO)	0.1	$727M	-75%	2.9M	247.08	View chart
Phillips 66 (PSX)	0.1	$723M		4.0M	182.18	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$716M	-5%	10M	69.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$716M	+3%	1.8M	390.41	View chart
Illinois Tool Works (ITW)	0.1	$712M		2.7M	260.29	View chart
Stryker Corporation (SYK)	0.1	$697M	+2%	2.1M	328.59	View chart
Motorola Solutions Com New (MSI)	0.1	$696M	+43%	1.4M	482.47	View chart
Southern Company (SO)	0.1	$686M	+3%	7.1M	96.52	View chart
Trane Technologies SHS (TT)	0.1	$685M	+2%	1.6M	416.74	View chart
Lumentum Hldgs (LITE)	0.1	$685M	+17%	974k	702.76	View chart
Corning Incorporated (GLW)	0.1	$681M		5.0M	135.97	View chart
Regions Financial Corporation (RF)	0.1	$668M	-19%	26M	26.12	View chart
Marathon Petroleum Corp (MPC)	0.1	$667M	-3%	2.7M	244.18	View chart
Darden Restaurants (DRI)	0.1	$660M	-19%	3.4M	196.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$652M	-2%	6.6M	99.27	View chart
Cme (CME)	0.1	$652M	+2%	2.2M	295.35	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$651M	+353%	6.0M	109.10	View chart
General Motors Company (GM)	0.1	$647M	-3%	8.7M	74.50	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$642M	-36%	19M	33.54	View chart
Constellation Energy (CEG)	0.1	$638M	+2%	2.3M	279.25	View chart
Quanta Services (PWR)	0.1	$631M	+2%	1.1M	549.02	View chart
Wec Energy Group (WEC)	0.1	$630M		5.4M	115.77	View chart
Rockwell Automation (ROK)	0.1	$627M		1.5M	407.58	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$625M		23M	26.91	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$622M	+3%	805k	772.64	View chart
Rbc Cad (RY)	0.1	$614M		3.8M	161.14	View chart
AvalonBay Communities (AVB)	0.1	$608M	+3%	3.4M	177.25	View chart
Snap-on Incorporated (SNA)	0.1	$601M	-17%	1.7M	363.22	View chart
General Mills (GIS)	0.1	$600M	-18%	16M	37.22	View chart
Western Digital (WDC)	0.1	$597M	-2%	2.2M	270.49	View chart
T. Rowe Price (TROW)	0.1	$596M	-18%	6.6M	90.14	View chart
Northrop Grumman Corporation (NOC)	0.1	$596M		873k	682.24	View chart
O'reilly Automotive (ORLY)	0.1	$592M	+2%	6.4M	92.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$589M		12M	50.61	View chart
FedEx Corporation (FDX)	0.1	$587M		1.6M	356.18	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$585M	+7%	26M	22.91	View chart
Cigna Corp (CI)	0.1	$582M		2.2M	266.75	View chart
Fidelity National Information Services (FIS)	0.1	$577M	+9%	12M	46.93	View chart
Boston Scientific Corporation (BSX)	0.1	$575M	+2%	9.2M	62.75	View chart
Nike CL B (NKE)	0.1	$575M	+4%	11M	52.70	View chart
General Dynamics Corporation (GD)	0.1	$571M		1.7M	343.22	View chart
Howmet Aerospace (HWM)	0.1	$570M	+2%	2.5M	230.46	View chart
Cadence Design Systems (CDNS)	0.1	$559M	+3%	2.0M	277.87	View chart
Synopsys (SNPS)	0.1	$555M	+5%	1.4M	396.48	View chart
Williams Companies (WMB)	0.1	$554M	+2%	7.6M	72.78	View chart
Bank of New York Mellon Corporation (BK)	0.1	$552M		4.6M	118.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$550M	-4%	1.8M	298.85	View chart
Freeport Mcmoran CL B (FCX)	0.1	$549M	+2%	9.3M	58.78	View chart
Broadridge Financial Solutions (BR)	0.1	$549M	+375%	3.4M	162.48	View chart
Sherwin-Williams Company (SHW)	0.1	$548M	+2%	1.7M	320.55	View chart
Us Bancorp Com New (USB)	0.1	$543M	+2%	10M	52.01	View chart
Omni (OMC)	0.1	$542M		6.4M	85.30	View chart
Intercontinental Exchange (ICE)	0.1	$541M	+3%	3.4M	157.28	View chart
Marriott Intl Cl A (MAR)	0.1	$540M	+2%	1.7M	327.07	View chart
Waste Management (WM)	0.1	$540M	+3%	2.4M	229.79	View chart
Hilton Worldwide Holdings (HLT)	0.1	$537M		1.8M	304.08	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$535M		1.4M	391.76	View chart
Principal Financial (PFG)	0.1	$534M	+310%	5.9M	90.11	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$527M		19M	27.46	View chart
Ventas (VTR)	0.1	$527M	+3%	6.4M	81.78	View chart
Marsh & McLennan Companies (MRSH)	0.1	$526M	+2%	3.0M	173.45	View chart
Apa Corporation (APA)	0.1	$524M	-16%	12M	42.44	View chart
Becton, Dickinson and (BDX)	0.1	$522M	+3%	3.3M	157.05	View chart
CSX Corporation (CSX)	0.1	$519M	+2%	13M	41.05	View chart
Anthem (ELV)	0.1	$518M		1.8M	292.75	View chart
Hca Holdings (HCA)	0.1	$507M		1.1M	473.24	View chart
Republic Services (RSG)	0.1	$505M	+2%	2.2M	229.06	View chart
Johnson Controls Internation SHS (JCI)	0.1	$503M		3.8M	130.95	View chart
Moody's Corporation (MCO)	0.1	$500M	+3%	1.1M	436.25	View chart
3M Company (MMM)	0.1	$498M		3.4M	145.23	View chart
Ciena Corp Com New (CIEN)	0.1	$494M	+35%	1.3M	388.23	View chart
Baker Hughes Company Cl A (BKR)	0.1	$494M	+2%	8.1M	61.05	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$494M	+3%	8.6M	57.66	View chart
Cummins (CMI)	0.1	$492M		915k	538.02	View chart
Zoetis Cl A (ZTS)	0.1	$487M		3.7M	131.13	View chart
Coherent Corp (COHR)	0.1	$487M	+49%	2.0M	238.21	View chart
Watsco, Incorporated (WSO)	0.1	$487M	-14%	1.3M	363.01	View chart
Crown Castle Intl (CCI)	0.1	$484M	+3%	5.9M	81.31	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$483M		8.5M	56.86	View chart
TransDigm Group Incorporated (TDG)	0.1	$475M	+3%	410k	1158.96	View chart
Te Connectivity Ord Shs (TEL)	0.1	$474M		2.3M	209.02	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$468M		5.0M	93.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$467M		1.8M	261.92	View chart
Emerson Electric (EMR)	0.1	$464M	+2%	3.5M	131.02	View chart
Kkr & Co (KKR)	0.1	$462M	+2%	5.0M	92.50	View chart
American Electric Power Company (AEP)	0.1	$460M	+3%	3.5M	131.08	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$457M	+3%	2.1M	216.58	View chart
CRH Ord (CRH)	0.1	$455M	+2%	4.3M	105.12	View chart
Ross Stores (ROST)	0.1	$447M		2.1M	216.63	View chart
L3harris Technologies (LHX)	0.1	$444M		1.3M	345.15	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$439M	+8%	4.4M	99.08	View chart
Aon Shs Cl A (AON)	0.1	$437M	+3%	1.4M	322.78	View chart
Colgate-Palmolive Company (CL)	0.1	$437M	+3%	5.1M	85.23	View chart
East West Ban (EWBC)	0.1	$432M	-18%	4.0M	106.76	View chart
Targa Res Corp (TRGP)	0.1	$427M	+3%	1.7M	250.73	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$427M	+13%	17M	25.11	View chart
Norfolk Southern (NSC)	0.1	$424M		1.5M	287.00	View chart
Royal Caribbean Cruises (RCL)	0.1	$423M		1.5M	275.18	View chart
Doordash Cl A (DASH)	0.1	$421M	+3%	2.8M	150.15	View chart
Ecolab (ECL)	0.1	$421M	+4%	1.6M	266.02	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 2026 Q1 filed May 15, 2026
Charles Schwab Investment Management 2025 Q4 filed Feb. 13, 2026
Charles Schwab Investment Management 2025 Q3 filed Nov. 10, 2025
Charles Schwab Investment Management 2025 Q1 restated filed Sept. 15, 2025
Charles Schwab Investment Management 2025 Q2 filed Aug. 12, 2025
Charles Schwab Investment Management 2025 Q1 filed May 9, 2025
Charles Schwab Investment Management 2024 Q2 amended filed Feb. 14, 2025
Charles Schwab Investment Management 2024 Q4 filed Feb. 6, 2025
Charles Schwab Investment Management 2024 Q3 filed Nov. 12, 2024
Charles Schwab Investment Management 2024 Q2 filed Aug. 12, 2024
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

View all past filings

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