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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, MSFT, AAPL, AMZN, AVGO, and represent 16.97% of Charles Schwab Investment Management's stock portfolio.
Added to shares of these 10 stocks: SCCR (+$631M), APP (+$627M), JMBS (+$616M), TSLA (+$347M), LMT (+$338M), AMZN (+$329M), PLTR (+$270M), DIS (+$256M), KO (+$240M), SMBS (+$233M).
Started 76 new stock positions in AMTX, CGTX, ASIC, AHL, TFI, Whitefiber, FLYX, Miami Intl Hldgs, IDMO, TFPM.
Reduced shares in these 10 stocks: IGSB (-$545M), JPM (-$306M), , AGG (-$269M), , MO (-$192M), ABBV (-$191M), Walgreen Boots Alliance (-$176M), LRCX (-$175M), PEP (-$174M).
Sold out of its positions in ALXO, ACRV, ACET, ALGS, ANRO, AMED, ANSS, APLT, AZEK, BMEA.
Charles Schwab Investment Management was a net buyer of stock by $8.6B.
Charles Schwab Investment Management has $627B in assets under management (AUM), dropping by 8.36%.
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 September 2025 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 Sept. 30, 2025 positions
Download the Charles Schwab Investment Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.6	$29B		156M	186.58	View chart
Microsoft Corporation (MSFT)	4.2	$26B		51M	517.95	View chart
Apple (AAPL)	4.1	$25B		100M	254.63	View chart
Amazon (AMZN)	2.2	$14B	+2%	63M	219.57	View chart
Broadcom (AVGO)	1.8	$12B		35M	329.90	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.7	$11B		409M	26.30	View chart
Meta Platforms Cl A (META)	1.7	$11B		14M	734.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$9.7B		40M	243.10	View chart
Tesla Motors (TSLA)	1.4	$8.6B	+4%	19M	444.72	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$7.7B		31M	243.55	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.0	$6.3B		147M	42.96	View chart
Abbvie (ABBV)	1.0	$6.0B	-3%	26M	231.58	View chart
JPMorgan Chase & Co. (JPM)	0.9	$5.9B	-4%	19M	315.43	View chart
Home Depot (HD)	0.9	$5.8B		14M	405.27	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$5.7B	+2%	228M	25.13	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.9	$5.6B		180M	31.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$5.5B		11M	502.74	View chart
Chevron Corporation (CVX)	0.9	$5.4B		35M	155.30	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.9	$5.4B	+4%	211M	25.71	View chart
Cisco Systems (CSCO)	0.8	$5.2B		76M	68.42	View chart
Verizon Communications (VZ)	0.8	$4.9B	+2%	111M	43.95	View chart
Coca-Cola Company (KO)	0.8	$4.8B	+5%	72M	66.32	View chart
Merck & Co (MRK)	0.7	$4.5B		54M	83.93	View chart
Visa Com Cl A (V)	0.7	$4.5B	+2%	13M	341.38	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.7	$4.4B		122M	36.16	View chart
Eli Lilly & Co. (LLY)	0.7	$4.3B	+5%	5.6M	763.00	View chart
Lockheed Martin Corporation (LMT)	0.7	$4.3B	+8%	8.5M	499.14	View chart
Texas Instruments Incorporated (TXN)	0.7	$4.2B	+3%	23M	183.73	View chart
Altria (MO)	0.6	$3.9B	-4%	59M	66.06	View chart
Pepsi (PEP)	0.6	$3.9B	-4%	28M	140.44	View chart
Amgen (AMGN)	0.6	$3.8B	+5%	14M	282.20	View chart
Exxon Mobil Corporation (XOM)	0.6	$3.8B		34M	112.76	View chart
ConocoPhillips (COP)	0.6	$3.7B	-3%	39M	94.59	View chart
Netflix (NFLX)	0.6	$3.6B	+4%	3.0M	1198.92	View chart
Johnson & Johnson (JNJ)	0.6	$3.5B		19M	185.36	View chart
Bristol Myers Squibb (BMY)	0.5	$3.3B	+3%	73M	45.10	View chart
Mastercard Incorporated Cl A (MA)	0.5	$3.3B	+5%	5.8M	568.81	View chart
Wal-Mart Stores (WMT)	0.5	$3.2B		31M	103.06	View chart
Oracle Corporation (ORCL)	0.5	$3.0B	-2%	11M	281.24	View chart
Costco Wholesale Corporation (COST)	0.5	$3.0B	+4%	3.2M	925.63	View chart
Palantir Technologies Cl A (PLTR)	0.5	$2.8B	+10%	16M	182.42	View chart
UnitedHealth (UNH)	0.4	$2.8B	+7%	8.1M	345.30	View chart
Procter & Gamble Company (PG)	0.4	$2.7B		18M	153.65	View chart
Fastenal Company (FAST)	0.4	$2.3B		46M	49.04	View chart
Bank of America Corporation (BAC)	0.4	$2.3B	+3%	44M	51.59	View chart
Ge Aerospace Com New (GE)	0.4	$2.2B	+3%	7.4M	300.82	View chart
EOG Resources (EOG)	0.4	$2.2B		20M	112.12	View chart
United Parcel Service CL B (UPS)	0.4	$2.2B		26M	83.53	View chart
Philip Morris International (PM)	0.3	$2.1B		13M	162.25	View chart
Valero Energy Corporation (VLO)	0.3	$2.0B		12M	170.26	View chart
International Business Machines (IBM)	0.3	$1.9B		6.7M	282.22	View chart
Advanced Micro Devices (AMD)	0.3	$1.8B	+4%	11M	161.79	View chart
Schlumberger Com Stk (SLB)	0.3	$1.8B	+11%	53M	34.37	View chart
Ford Motor Company (F)	0.3	$1.8B		148M	11.96	View chart
Abbott Laboratories (ABT)	0.3	$1.8B		13M	133.94	View chart
Wells Fargo & Company (WFC)	0.3	$1.8B	-2%	21M	83.82	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.7B		10M	167.35	View chart
Morgan Stanley Com New (MS)	0.3	$1.7B	-2%	11M	158.96	View chart
McDonald's Corporation (MCD)	0.3	$1.6B		5.4M	303.89	View chart
Linde SHS (LIN)	0.3	$1.6B	+3%	3.4M	475.00	View chart
Oneok (OKE)	0.3	$1.6B	+2%	22M	72.97	View chart
salesforce (CRM)	0.3	$1.6B	+3%	6.7M	237.00	View chart
Caterpillar (CAT)	0.3	$1.6B		3.3M	477.14	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$1.5B	+13%	60M	25.61	View chart
Walt Disney Company (DIS)	0.2	$1.5B	+20%	13M	114.50	View chart
Goldman Sachs (GS)	0.2	$1.5B		1.9M	796.35	View chart
Target Corporation (TGT)	0.2	$1.5B		17M	89.70	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.5B	-4%	2.9M	513.62	View chart
At&t (T)	0.2	$1.5B		51M	28.24	View chart
Blackrock (BLK)	0.2	$1.4B		1.2M	1167.20	View chart
Kimberly-Clark Corporation (KMB)	0.2	$1.4B		12M	124.34	View chart
Paychex (PAYX)	0.2	$1.4B	+2%	11M	126.76	View chart
Welltower Inc Com reit (WELL)	0.2	$1.4B	+8%	8.0M	178.14	View chart
Uber Technologies (UBER)	0.2	$1.4B	+3%	14M	97.97	View chart
Intuit (INTU)	0.2	$1.3B	+4%	2.0M	682.91	View chart
Applovin Corp Com Cl A (APP)	0.2	$1.3B	+88%	1.9M	718.54	View chart
Citigroup Com New (C)	0.2	$1.3B	-3%	13M	101.50	View chart
Servicenow (NOW)	0.2	$1.3B	+4%	1.4M	920.28	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$1.3B	-3%	29M	44.51	View chart
Nextera Energy (NEE)	0.2	$1.3B		17M	75.49	View chart
Pfizer (PFE)	0.2	$1.3B		50M	25.48	View chart
Prologis (PLD)	0.2	$1.3B	+2%	11M	114.52	View chart
American Express Company (AXP)	0.2	$1.3B		3.8M	332.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.3B		5.2M	246.60	View chart
Booking Holdings (BKNG)	0.2	$1.2B	+2%	229k	5399.27	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.2B		1.6M	758.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.2B	-2%	24M	50.07	View chart
Intel Corporation (INTC)	0.2	$1.2B		35M	33.55	View chart
Micron Technology (MU)	0.2	$1.2B		7.0M	167.32	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.2B	+2%	37M	31.42	View chart
Ge Vernova (GEV)	0.2	$1.2B	+4%	1.9M	614.90	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.1B	+3%	2.5M	447.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.1B	+5%	35M	31.91	View chart
Qualcomm (QCOM)	0.2	$1.1B		6.6M	166.36	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.1B	+2%	8.9M	123.76	View chart
Archer Daniels Midland Company (ADM)	0.2	$1.1B		18M	59.74	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.1B	+4%	3.1M	352.75	View chart
American Tower Reit (AMT)	0.2	$1.1B		5.6M	192.32	View chart
S&p Global (SPGI)	0.2	$1.1B	+3%	2.2M	486.71	View chart
Progressive Corporation (PGR)	0.2	$1.1B	+3%	4.3M	246.95	View chart
CVS Caremark Corporation (CVS)	0.2	$1.1B		14M	75.39	View chart
Arista Networks Com Shs (ANET)	0.2	$1.0B	+4%	7.2M	145.71	View chart
Fifth Third Ban (FITB)	0.2	$1.0B		23M	44.55	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.0B	-14%	7.7M	133.90	View chart
Cincinnati Financial Corporation (CINF)	0.2	$1.0B		6.5M	158.14	View chart
Kla Corp Com New (KLAC)	0.2	$1.0B	+3%	944k	1078.60	View chart
TJX Companies (TJX)	0.2	$1.0B		7.0M	144.54	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$1.0B		30M	33.89	View chart
Applied Materials (AMAT)	0.2	$995M		4.9M	204.74	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$983M	+167%	22M	45.67	View chart
Hershey Company (HSY)	0.2	$971M		5.2M	187.05	View chart
General Mills (GIS)	0.2	$969M		19M	50.42	View chart
Palo Alto Networks (PANW)	0.2	$960M	+5%	4.7M	203.62	View chart
Equinix (EQIX)	0.1	$928M	+11%	1.2M	783.24	View chart
Boeing Company (BA)	0.1	$913M		4.2M	215.83	View chart
Capital One Financial (COF)	0.1	$909M	-2%	4.3M	212.58	View chart
Charles Schwab Corporation (SCHW)	0.1	$904M		9.5M	95.47	View chart
Lowe's Companies (LOW)	0.1	$901M		3.6M	251.31	View chart
Danaher Corporation (DHR)	0.1	$896M	+4%	4.5M	198.26	View chart
Schwab Strategic Tr Core Bond Etf (SCCR)	0.1	$890M	+242%	34M	25.95	View chart
Amphenol Corp Cl A (APH)	0.1	$887M		7.2M	123.75	View chart
Gilead Sciences (GILD)	0.1	$880M		7.9M	111.00	View chart
Union Pacific Corporation (UNP)	0.1	$878M		3.7M	236.37	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$864M	-5%	29M	29.42	View chart
Boston Scientific Corporation (BSX)	0.1	$863M		8.8M	97.63	View chart
Public Storage (PSA)	0.1	$860M		3.0M	288.92	View chart
Eaton Corp SHS (ETN)	0.1	$849M		2.3M	374.25	View chart
Kinder Morgan (KMI)	0.1	$847M		30M	28.31	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$841M	-2%	39M	21.36	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$840M	+4%	1.7M	490.38	View chart
Metropcs Communications (TMUS)	0.1	$840M	+5%	3.5M	239.38	View chart
Regions Financial Corporation (RF)	0.1	$834M		32M	26.37	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.1	$822M	+2%	35M	23.55	View chart
Honeywell International (HON)	0.1	$821M		3.9M	210.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$819M	-3%	1.3M	612.38	View chart
T. Rowe Price (TROW)	0.1	$814M		7.9M	102.64	View chart
Truist Financial Corp equities (TFC)	0.1	$804M		18M	45.72	View chart
Darden Restaurants (DRI)	0.1	$785M		4.1M	190.36	View chart
Medtronic SHS (MDT)	0.1	$779M		8.2M	95.24	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$768M	+6%	5.4M	143.18	View chart
Simon Property (SPG)	0.1	$762M	+7%	4.1M	187.67	View chart
Stryker Corporation (SYK)	0.1	$756M		2.0M	369.67	View chart
Halliburton Company (HAL)	0.1	$754M		31M	24.60	View chart
Packaging Corporation of America (PKG)	0.1	$740M		3.4M	217.93	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$729M		4.3M	170.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$725M	-27%	7.2M	100.25	View chart
Constellation Energy (CEG)	0.1	$717M	+3%	2.2M	329.07	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$717M	+3%	1.8M	391.64	View chart
Analog Devices (ADI)	0.1	$715M		2.9M	245.70	View chart
Deere & Company (DE)	0.1	$713M		1.6M	457.26	View chart
Doordash Cl A (DASH)	0.1	$711M	+10%	2.6M	271.99	View chart
Nike CL B (NKE)	0.1	$710M	+2%	10M	69.72	View chart
McKesson Corporation (MCK)	0.1	$709M	+3%	918k	772.54	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$707M		11M	65.92	View chart
Starbucks Corporation (SBUX)	0.1	$705M		8.3M	84.60	View chart
Fidelity National Information Services (FIS)	0.1	$704M	+4%	11M	65.93	View chart
Automatic Data Processing (ADP)	0.1	$699M		2.4M	293.60	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$696M	-4%	11M	61.17	View chart
Illinois Tool Works (ITW)	0.1	$693M	+4%	2.7M	260.76	View chart
Digital Realty Trust (DLR)	0.1	$685M	+2%	4.0M	172.88	View chart
Snap-on Incorporated (SNA)	0.1	$683M		2.0M	346.53	View chart
Realty Income (O)	0.1	$677M	+2%	11M	60.79	View chart
Amcor Ord (AMCR)	0.1	$671M		82M	8.18	View chart
Cadence Design Systems (CDNS)	0.1	$669M	+4%	1.9M	351.26	View chart
O'reilly Automotive (ORLY)	0.1	$666M	+3%	6.2M	107.81	View chart
Trane Technologies SHS (TT)	0.1	$660M	+22%	1.6M	421.96	View chart
Southern Company (SO)	0.1	$645M		6.8M	94.77	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$642M		27M	23.65	View chart
Synopsys (SNPS)	0.1	$636M	+24%	1.3M	493.39	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$634M	+3%	12M	54.09	View chart
Chubb (CB)	0.1	$634M		2.2M	282.25	View chart
AvalonBay Communities (AVB)	0.1	$632M	+16%	3.3M	193.20	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$628M		2.0M	309.74	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$619M	+21%	13M	46.81	View chart
Becton, Dickinson and (BDX)	0.1	$618M		3.3M	187.00	View chart
Kkr & Co (KKR)	0.1	$616M	+23%	4.7M	129.95	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$612M	-4%	24M	25.42	View chart
Watsco, Incorporated (WSO)	0.1	$612M		1.5M	404.14	View chart
Cigna Corp (CI)	0.1	$608M	+2%	2.1M	288.25	View chart
Wec Energy Group (WEC)	0.1	$606M		5.3M	114.59	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$597M		1.9M	307.86	View chart
Marsh & McLennan Companies (MMC)	0.1	$586M		2.9M	201.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$577M	-48%	11M	53.03	View chart
Cme (CME)	0.1	$573M		2.1M	270.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$571M		11M	50.73	View chart
Newmont Mining Corporation (NEM)	0.1	$569M		6.7M	84.31	View chart
Sherwin-Williams Company (SHW)	0.1	$568M	+4%	1.6M	346.26	View chart
CF Industries Holdings (CF)	0.1	$565M	+8%	6.3M	89.70	View chart
Intercontinental Exchange (ICE)	0.1	$557M		3.3M	168.48	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$554M		9.2M	60.49	View chart
Best Buy (BBY)	0.1	$551M	+3%	7.3M	75.62	View chart
General Motors Company (GM)	0.1	$549M		9.0M	60.97	View chart
General Dynamics Corporation (GD)	0.1	$548M		1.6M	341.00	View chart
Rockwell Automation (ROK)	0.1	$547M		1.6M	349.64	View chart
Rbc Cad (RY)	0.1	$546M		3.7M	147.42	View chart
Anthem (ELV)	0.1	$545M	-6%	1.7M	323.12	View chart
Coinbase Global Com Cl A (COIN)	0.1	$542M	+10%	1.6M	337.49	View chart
Marathon Petroleum Corp (MPC)	0.1	$541M	+3%	2.8M	192.74	View chart
Zoetis Cl A (ZTS)	0.1	$534M		3.6M	146.36	View chart
Crown Castle Intl (CCI)	0.1	$530M		5.5M	96.49	View chart
3M Company (MMM)	0.1	$529M		3.4M	155.18	View chart
Phillips 66 (PSX)	0.1	$524M	+17%	3.9M	136.02	View chart
Northrop Grumman Corporation (NOC)	0.1	$522M		856k	609.32	View chart
Moody's Corporation (MCO)	0.1	$519M	+3%	1.1M	476.48	View chart
East West Ban (EWBC)	0.1	$519M		4.9M	106.45	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$512M		8.2M	62.47	View chart
TransDigm Group Incorporated (TDG)	0.1	$512M	+4%	388k	1318.02	View chart
Bank of New York Mellon Corporation (BK)	0.1	$505M	-2%	4.6M	108.96	View chart
PNC Financial Services (PNC)	0.1	$502M		2.5M	200.93	View chart
AutoZone (AZO)	0.1	$498M	+3%	116k	4290.24	View chart
Waste Management (WM)	0.1	$496M		2.2M	220.83	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$493M		29M	17.27	View chart
Us Bancorp Del Com New (USB)	0.1	$486M		10M	48.33	View chart
Royal Caribbean Cruises (RCL)	0.1	$485M		1.5M	323.58	View chart
Te Connectivity Ord Shs (TEL)	0.1	$484M	+19%	2.2M	219.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$479M	-6%	1.9M	254.28	View chart
Autodesk (ADSK)	0.1	$476M	+4%	1.5M	317.67	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$476M	+2%	9.7M	49.04	View chart
Howmet Aerospace (HWM)	0.1	$471M		2.4M	196.23	View chart
Williams Companies (WMB)	0.1	$465M		7.3M	63.35	View chart
Hca Holdings (HCA)	0.1	$463M	-3%	1.1M	426.20	View chart
Aon Shs Cl A (AON)	0.1	$462M		1.3M	356.58	View chart
United Rentals (URI)	0.1	$461M	+2%	483k	954.66	View chart
Quanta Services (PWR)	0.1	$454M	+21%	1.1M	414.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$453M		20M	23.12	View chart
Emerson Electric (EMR)	0.1	$447M		3.4M	131.18	View chart
Motorola Solutions Com New (MSI)	0.1	$446M		975k	457.29	View chart
Hilton Worldwide Holdings (HLT)	0.1	$445M	+2%	1.7M	259.44	View chart
Skyworks Solutions (SWKS)	0.1	$444M	+7%	5.8M	76.98	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$441M		7.7M	57.04	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$439M		4.0M	109.95	View chart
Unum (UNM)	0.1	$438M		5.6M	77.78	View chart
Genuine Parts Company (GPC)	0.1	$434M		3.1M	138.61	View chart
CSX Corporation (CSX)	0.1	$432M		12M	35.51	View chart
Norfolk Southern (NSC)	0.1	$431M		1.4M	300.41	View chart
Vici Pptys (VICI)	0.1	$430M	+2%	13M	32.61	View chart
Apollo Global Mgmt (APO)	0.1	$425M	+4%	3.2M	133.27	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$425M	+4%	756k	562.27	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$422M	+9%	4.2M	99.77	View chart
Paypal Holdings (PYPL)	0.1	$421M	-4%	6.3M	67.06	View chart
Republic Services (RSG)	0.1	$421M	+12%	1.8M	229.59	View chart
Eversource Energy (ES)	0.1	$418M		5.9M	71.14	View chart
Marriott Intl Cl A (MAR)	0.1	$417M	+2%	1.6M	260.44	View chart
Omni (OMC)	0.1	$413M	+12%	5.1M	81.54	View chart
Cintas Corporation (CTAS)	0.1	$411M		2.0M	205.26	View chart
Fiserv (FI)	0.1	$410M	-15%	3.2M	128.93	View chart
Ecolab (ECL)	0.1	$409M		1.5M	273.86	View chart
Kenvue (KVUE)	0.1	$407M		25M	16.23	View chart
Corning Incorporated (GLW)	0.1	$406M		5.0M	82.03	View chart
Travelers Companies (TRV)	0.1	$405M	-2%	1.4M	279.22	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 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
Charles Schwab Investment Management 2023 Q1 amended filed Jan. 4, 2024
Charles Schwab Investment Management 2023 Q2 amended filed Jan. 4, 2024

View all past filings

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