Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Charles Schwab Investment Management

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

Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, FNDX, and represent 14.48% of Charles Schwab Investment Management's stock portfolio.
Added to shares of these 10 stocks: COP (+$3.3B), MRK (+$2.6B), SLB (+$1.7B), TGT (+$1.3B), GIS (+$925M), ADM (+$652M), HAL (+$622M), UNH (+$444M), HD (+$327M), OVV (+$314M).
Started 63 new stock positions in CVEO, Infinity Nat Res Inc Com Cl A, Flowco Holdings, QGEN, GLDM, Sailpoint, TTAN, NOTV, CVU, EFV.
Reduced shares in these 10 stocks: PFE (-$2.7B), BLK (-$2.5B), USB (-$1.7B), MTB (-$762M), HBAN (-$554M), ABBV (-$455M), TPR (-$427M), KEY (-$379M), AMGN (-$311M), CHRW (-$306M).
Sold out of its positions in ANGI, AXTI, ALTR, AREC, ARCH, CDMO, BMTX, Bally's Corp, B, BLCO.
Charles Schwab Investment Management was a net buyer of stock by $9.0B.
Charles Schwab Investment Management has $534B in assets under management (AUM), dropping by -1.64%.
Central Index Key (CIK): 0000884546

Tip: Access up to 7 years of quarterly data

Positions held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Charles Schwab Investment Management

Charles Schwab Investment Management holds 3476 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Charles Schwab Investment Management has 3476 total positions. Only the first 250 positions are shown.

Sign up to view all of the Charles Schwab Investment Management March 31, 2025 positions
Download the Charles Schwab Investment Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.1	$22B		98M	222.13	View chart
Microsoft Corporation (MSFT)	3.5	$19B		49M	375.39	View chart
NVIDIA Corporation (NVDA)	3.1	$16B		152M	108.38	View chart
Amazon (AMZN)	2.1	$12B		60M	190.26	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.7	$9.2B		389M	23.61	View chart
Meta Platforms Cl A (META)	1.5	$8.2B		14M	576.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$6.0B		39M	154.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$5.8B		11M	532.58	View chart
Broadcom (AVGO)	1.1	$5.7B	+3%	34M	167.44	View chart
Chevron Corporation (CVX)	1.0	$5.6B	+4%	33M	167.29	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.0	$5.5B		200M	27.39	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.0	$5.5B		219M	24.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.0	$5.4B		149M	36.14	View chart
Abbvie (ABBV)	1.0	$5.3B	-7%	25M	209.52	View chart
Home Depot (HD)	1.0	$5.3B	+6%	14M	366.49	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$5.1B	-4%	110M	46.31	View chart
Coca-Cola Company (KO)	0.9	$5.0B	-5%	70M	71.62	View chart
Verizon Communications (VZ)	0.9	$5.0B		110M	45.36	View chart
JPMorgan Chase & Co. (JPM)	0.9	$4.9B		20M	245.30	View chart
Cisco Systems (CSCO)	0.9	$4.8B	-2%	78M	61.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$4.8B		31M	156.23	View chart
Tesla Motors (TSLA)	0.9	$4.7B	+4%	18M	259.16	View chart
Visa Com Cl A (V)	0.8	$4.4B	+3%	13M	350.46	View chart
Merck & Co (MRK)	0.8	$4.4B	+144%	49M	89.76	View chart
Eli Lilly & Co. (LLY)	0.8	$4.3B	+4%	5.3M	825.91	View chart
ConocoPhillips (COP)	0.8	$4.2B	+379%	40M	105.02	View chart
Pepsi (PEP)	0.7	$4.0B	+4%	27M	149.94	View chart
Texas Instruments Incorporated (TXN)	0.7	$3.9B		22M	179.70	View chart
Exxon Mobil Corporation (XOM)	0.7	$3.9B		32M	118.93	View chart
Amgen (AMGN)	0.7	$3.8B	-7%	12M	311.55	View chart
Altria (MO)	0.7	$3.8B	+5%	63M	60.02	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.7	$3.7B		122M	30.80	View chart
UnitedHealth (UNH)	0.7	$3.7B	+13%	7.1M	523.70	View chart
Bristol Myers Squibb (BMY)	0.7	$3.7B		61M	60.99	View chart
Lockheed Martin Corporation (LMT)	0.7	$3.6B	+7%	8.0M	446.67	View chart
Johnson & Johnson (JNJ)	0.6	$3.1B	+3%	19M	165.81	View chart
Mastercard Incorporated Cl A (MA)	0.6	$3.0B	+4%	5.4M	548.12	View chart
Procter & Gamble Company (PG)	0.5	$2.9B		17M	170.38	View chart
Costco Wholesale Corporation (COST)	0.5	$2.9B	+4%	3.0M	945.78	View chart
United Parcel Service CL B (UPS)	0.5	$2.8B	+7%	25M	109.99	View chart
Wal-Mart Stores (WMT)	0.5	$2.8B		31M	87.79	View chart
Netflix (NFLX)	0.5	$2.6B	+5%	2.8M	932.53	View chart
EOG Resources (EOG)	0.5	$2.5B	+6%	19M	128.24	View chart
Philip Morris International (PM)	0.4	$2.1B		13M	158.65	View chart
Oneok (OKE)	0.4	$2.1B	+13%	21M	99.22	View chart
Schlumberger Com Stk (SLB)	0.4	$2.0B	+478%	48M	41.80	View chart
McDonald's Corporation (MCD)	0.3	$1.8B		5.7M	312.37	View chart
Bank of America Corporation (BAC)	0.3	$1.8B		42M	41.73	View chart
Fastenal Company (FAST)	0.3	$1.8B	+8%	23M	77.55	View chart
Abbott Laboratories (ABT)	0.3	$1.7B		13M	132.65	View chart
salesforce (CRM)	0.3	$1.7B	+4%	6.4M	268.36	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$1.7B	-2%	47M	36.20	View chart
Target Corporation (TGT)	0.3	$1.7B	+407%	16M	104.36	View chart
Paychex (PAYX)	0.3	$1.7B	+7%	11M	154.28	View chart
International Business Machines (IBM)	0.3	$1.6B		6.6M	248.66	View chart
Kimberly-Clark Corporation (KMB)	0.3	$1.6B	+6%	11M	142.22	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$1.6B	+3%	5.1M	312.04	View chart
Wells Fargo & Company (WFC)	0.3	$1.6B	-3%	22M	71.79	View chart
Oracle Corporation (ORCL)	0.3	$1.5B		11M	139.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.5B	-5%	31M	49.62	View chart
Linde SHS (LIN)	0.3	$1.5B	+4%	3.3M	465.64	View chart
Valero Energy Corporation (VLO)	0.3	$1.5B	+6%	11M	132.07	View chart
At&t (T)	0.3	$1.5B		52M	28.28	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.5B	+4%	2.9M	497.61	View chart
Ford Motor Company (F)	0.3	$1.4B	+8%	140M	10.03	View chart
Ge Aerospace Com New (GE)	0.3	$1.4B	+3%	6.9M	200.15	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$1.4B	-4%	42M	33.24	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4B		10M	132.46	View chart
Morgan Stanley Com New (MS)	0.2	$1.3B		11M	116.67	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.2B	+2%	34M	36.90	View chart
Pfizer (PFE)	0.2	$1.2B	-69%	48M	25.34	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.2B	+2%	2.4M	495.27	View chart
Prologis (PLD)	0.2	$1.2B		11M	111.79	View chart
Nextera Energy (NEE)	0.2	$1.2B	+20%	16M	70.89	View chart
American Tower Reit (AMT)	0.2	$1.2B		5.4M	217.60	View chart
Progressive Corporation (PGR)	0.2	$1.2B	+3%	4.1M	283.01	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1B	+4%	14M	84.40	View chart
General Mills (GIS)	0.2	$1.1B	+434%	19M	59.76	View chart
Intuit (INTU)	0.2	$1.1B	+4%	1.8M	613.99	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$1.1B		21M	52.37	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.1B	+3%	2.9M	383.53	View chart
Caterpillar (CAT)	0.2	$1.1B		3.3M	329.81	View chart
Advanced Micro Devices (AMD)	0.2	$1.1B	+4%	11M	102.74	View chart
Servicenow (NOW)	0.2	$1.1B	+4%	1.4M	796.14	View chart
Walt Disney Company (DIS)	0.2	$1.1B		11M	98.70	View chart
Welltower Inc Com reit (WELL)	0.2	$1.1B	+14%	7.0M	153.21	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.1B		8.7M	121.97	View chart
Blackrock (BLK)	0.2	$1.1B	-70%	1.1M	946.42	View chart
S&p Global (SPGI)	0.2	$1.1B	+3%	2.1M	508.10	View chart
Goldman Sachs (GS)	0.2	$1.1B		1.9M	546.29	View chart
American Express Company (AXP)	0.2	$1.0B		3.9M	269.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.0B	-6%	10M	98.92	View chart
Qualcomm (QCOM)	0.2	$1.0B		6.7M	153.61	View chart
Booking Holdings (BKNG)	0.2	$1.0B	+3%	222k	4606.91	View chart
Uber Technologies (UBER)	0.2	$996M	+2%	14M	72.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$986M	+3%	24M	40.41	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$970M	+9%	9.2M	105.44	View chart
Parker-Hannifin Corporation (PH)	0.2	$969M		1.6M	607.85	View chart
Citigroup Com New (C)	0.2	$966M	-4%	14M	70.99	View chart
Cincinnati Financial Corporation (CINF)	0.2	$940M	+5%	6.4M	147.72	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$936M	+2%	35M	27.14	View chart
CVS Caremark Corporation (CVS)	0.2	$925M	+5%	14M	67.75	View chart
Gilead Sciences (GILD)	0.2	$898M		8.0M	112.05	View chart
Fifth Third Ban (FITB)	0.2	$898M	+6%	23M	39.20	View chart
Metropcs Communications (TMUS)	0.2	$879M	+2%	3.3M	266.71	View chart
Union Pacific Corporation (UNP)	0.2	$876M		3.7M	236.24	View chart
Danaher Corporation (DHR)	0.2	$867M	+4%	4.2M	205.00	View chart
Boston Scientific Corporation (BSX)	0.2	$865M		8.6M	100.88	View chart
Kinder Morgan (KMI)	0.2	$855M		30M	28.52	View chart
Hershey Company (HSY)	0.2	$854M	+7%	5.0M	171.03	View chart
Public Storage (PSA)	0.2	$849M		2.8M	299.29	View chart
TJX Companies (TJX)	0.2	$848M		7.0M	121.80	View chart
Equinix (EQIX)	0.2	$848M	-11%	1.0M	815.35	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.2	$847M	-5%	42M	20.07	View chart
Archer Daniels Midland Company (ADM)	0.2	$838M	+350%	18M	48.01	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$837M	+3%	1.7M	484.82	View chart
Honeywell International (HON)	0.2	$836M		3.9M	211.75	View chart
Fiserv (FI)	0.2	$835M	+4%	3.8M	220.83	View chart
Darden Restaurants (DRI)	0.2	$831M	+6%	4.0M	207.76	View chart
Starbucks Corporation (SBUX)	0.2	$824M	-5%	8.4M	98.09	View chart
Lowe's Companies (LOW)	0.2	$817M		3.5M	233.23	View chart
Intel Corporation (INTC)	0.1	$795M	+3%	35M	22.71	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$794M	+6%	21M	37.86	View chart
Anthem (ELV)	0.1	$775M	+6%	1.8M	434.96	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$764M	-22%	14M	53.97	View chart
Halliburton Company (HAL)	0.1	$760M	+450%	30M	25.37	View chart
Fidelity National Information Services (FIS)	0.1	$756M		10M	74.65	View chart
Palo Alto Networks (PANW)	0.1	$755M	+5%	4.4M	170.64	View chart
Stryker Corporation (SYK)	0.1	$750M		2.0M	372.25	View chart
Watsco, Incorporated (WSO)	0.1	$739M	+6%	1.5M	508.13	View chart
Charles Schwab Corporation (SCHW)	0.1	$733M	+15%	9.4M	78.28	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$731M	+7%	25M	28.90	View chart
Deere & Company (DE)	0.1	$727M		1.5M	469.35	View chart
Medtronic SHS (MDT)	0.1	$723M		8.0M	89.86	View chart
Automatic Data Processing (ADP)	0.1	$718M		2.3M	305.53	View chart
Truist Financial Corp equities (TFC)	0.1	$716M		17M	41.15	View chart
Boeing Company (BA)	0.1	$716M		4.2M	170.55	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$713M		2.1M	345.25	View chart
T. Rowe Price (TROW)	0.1	$708M	+7%	7.7M	91.87	View chart
Becton, Dickinson and (BDX)	0.1	$708M		3.1M	229.00	View chart
Applied Materials (AMAT)	0.1	$701M		4.8M	145.12	View chart
Marsh & McLennan Companies (MMC)	0.1	$698M	+2%	2.9M	244.03	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.1	$676M		33M	20.32	View chart
Regions Financial Corporation (RF)	0.1	$676M	+6%	31M	21.73	View chart
Chubb (CB)	0.1	$675M		2.2M	301.99	View chart
Cigna Corp (CI)	0.1	$671M	+3%	2.0M	329.00	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$651M	+7%	9.2M	70.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$648M	+8%	1.3M	513.91	View chart
Packaging Corporation of America (PKG)	0.1	$648M	+6%	3.3M	198.02	View chart
Snap-on Incorporated (SNA)	0.1	$648M	+6%	1.9M	337.01	View chart
Lam Research Corp Com New (LRCX)	0.1	$647M	+4%	8.9M	72.70	View chart
Illinois Tool Works (ITW)	0.1	$627M		2.5M	248.01	View chart
Eaton Corp SHS (ETN)	0.1	$617M		2.3M	271.83	View chart
Southern Company (SO)	0.1	$614M		6.7M	91.95	View chart
Kenvue (KVUE)	0.1	$614M	+2%	26M	23.98	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$608M	-4%	12M	51.99	View chart
Simon Property (SPG)	0.1	$608M		3.7M	166.08	View chart
Kla Corp Com New (KLAC)	0.1	$605M	+3%	891k	679.80	View chart
Nike CL B (NKE)	0.1	$603M	+3%	9.5M	63.47	View chart
Micron Technology (MU)	0.1	$603M		6.9M	86.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$601M	-19%	2.3M	257.03	View chart
Realty Income (O)	0.1	$587M		10M	58.01	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$586M	+6%	9.0M	65.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$582M	+2%	4.2M	139.78	View chart
McKesson Corporation (MCK)	0.1	$580M	+3%	862k	672.99	View chart
Analog Devices (ADI)	0.1	$580M	+2%	2.9M	201.67	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$578M	-6%	10M	56.28	View chart
Zoetis Cl A (ZTS)	0.1	$577M	+3%	3.5M	164.65	View chart
Wec Energy Group (WEC)	0.1	$568M	+34%	5.2M	108.98	View chart
Intercontinental Exchange (ICE)	0.1	$565M		3.3M	172.50	View chart
O'reilly Automotive (ORLY)	0.1	$562M	+3%	392k	1432.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$558M	+11%	1.6M	352.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$557M		11M	50.63	View chart
Cme (CME)	0.1	$552M		2.1M	265.29	View chart
Crown Castle Intl (CCI)	0.1	$543M		5.2M	104.23	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$540M		8.0M	67.85	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$539M		10M	52.52	View chart
Sherwin-Williams Company (SHW)	0.1	$537M	+4%	1.5M	349.19	View chart
Digital Realty Trust (DLR)	0.1	$535M	+2%	3.7M	143.29	View chart
Ge Vernova (GEV)	0.1	$532M	+3%	1.7M	305.28	View chart
Arista Networks Com Shs (ANET)	0.1	$521M	+4%	6.7M	77.48	View chart
3M Company (MMM)	0.1	$519M		3.5M	146.86	View chart
Best Buy (BBY)	0.1	$513M	+6%	7.0M	73.61	View chart
Waste Management (WM)	0.1	$505M		2.2M	231.51	View chart
TransDigm Group Incorporated (TDG)	0.1	$505M	+4%	365k	1383.29	View chart
Aon Shs Cl A (AON)	0.1	$501M		1.3M	399.09	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$497M	-4%	23M	21.74	View chart
AvalonBay Communities (AVB)	0.1	$491M		2.3M	214.62	View chart
Amcor Ord (AMCR)	0.1	$483M	+8%	50M	9.70	View chart
Capital One Financial (COF)	0.1	$481M		2.7M	179.30	View chart
Moody's Corporation (MCO)	0.1	$479M	+3%	1.0M	465.69	View chart
Unum (UNM)	0.1	$474M	+4%	5.8M	81.46	View chart
CF Industries Holdings (CF)	0.1	$473M	+4%	6.1M	78.15	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$469M		20M	22.98	View chart
Amphenol Corp Cl A (APH)	0.1	$456M	+2%	7.0M	65.59	View chart
Cadence Design Systems (CDNS)	0.1	$453M	+4%	1.8M	254.33	View chart
Chipotle Mexican Grill (CMG)	0.1	$451M	+5%	9.0M	50.21	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$451M	+2%	710k	634.23	View chart
Williams Companies (WMB)	0.1	$446M		7.5M	59.76	View chart
Colgate-Palmolive Company (CL)	0.1	$446M		4.8M	93.70	View chart
Kkr & Co (KKR)	0.1	$438M		3.8M	115.61	View chart
PNC Financial Services (PNC)	0.1	$435M		2.5M	175.77	View chart
Northrop Grumman Corporation (NOC)	0.1	$434M		847k	512.01	View chart
Synopsys (SNPS)	0.1	$433M	+5%	1.0M	428.85	View chart
General Dynamics Corporation (GD)	0.1	$431M		1.6M	272.58	View chart
Paypal Holdings (PYPL)	0.1	$431M		6.6M	65.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$427M	+10%	1.9M	221.75	View chart
AutoZone (AZO)	0.1	$426M	+3%	112k	3812.78	View chart
East West Ban (EWBC)	0.1	$425M	+7%	4.7M	89.76	View chart
Trane Technologies SHS (TT)	0.1	$423M		1.3M	336.92	View chart
General Motors Company (GM)	0.1	$423M	-5%	9.0M	47.03	View chart
Doordash Cl A (DASH)	0.1	$421M	+62%	2.3M	182.77	View chart
Us Bancorp Del Com New (USB)	0.1	$420M	-80%	10M	42.22	View chart
Motorola Solutions Com New (MSI)	0.1	$420M	+3%	960k	437.81	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$420M	-56%	28M	15.00	View chart
Constellation Energy (CEG)	0.1	$416M	+3%	2.1M	201.63	View chart
Roper Industries (ROP)	0.1	$416M	+4%	706k	589.58	View chart
Apollo Global Mgmt (APO)	0.1	$413M	+3%	3.0M	136.94	View chart
Rockwell Automation (ROK)	0.1	$408M		1.6M	258.38	View chart
Cintas Corporation (CTAS)	0.1	$407M		2.0M	205.53	View chart
Vici Pptys (VICI)	0.1	$403M		12M	32.62	View chart
Rbc Cad (RY)	0.1	$403M		3.6M	112.63	View chart
Fortinet (FTNT)	0.1	$400M	+4%	4.2M	96.26	View chart
Bank of New York Mellon Corporation (BK)	0.1	$399M	-2%	4.8M	83.87	View chart
Travelers Companies (TRV)	0.1	$397M		1.5M	264.46	View chart
Encana Corporation (OVV)	0.1	$396M	+383%	9.3M	42.80	View chart
Hca Holdings (HCA)	0.1	$395M		1.1M	345.55	View chart
Air Products & Chemicals (APD)	0.1	$386M		1.3M	294.92	View chart
Phillips 66 (PSX)	0.1	$383M	+3%	3.1M	123.48	View chart
Marathon Petroleum Corp (MPC)	0.1	$378M	+4%	2.6M	145.69	View chart
Allstate Corporation (ALL)	0.1	$376M		1.8M	207.07	View chart
Interpublic Group of Companies (IPG)	0.1	$374M	+6%	14M	27.16	View chart
Hilton Worldwide Holdings (HLT)	0.1	$373M	+2%	1.6M	227.55	View chart
Ecolab (ECL)	0.1	$372M		1.5M	253.52	View chart
American Intl Group Com New (AIG)	0.1	$370M	-2%	4.3M	86.94	View chart
Autodesk (ADSK)	0.1	$368M	+4%	1.4M	261.80	View chart
Emerson Electric (EMR)	0.1	$367M		3.4M	109.64	View chart
FedEx Corporation (FDX)	0.1	$367M		1.5M	243.78	View chart
Eversource Energy (ES)	0.1	$366M	-40%	5.9M	62.11	View chart
American Electric Power Company (AEP)	0.1	$364M		3.3M	109.27	View chart
Ventas (VTR)	0.1	$362M	+4%	5.3M	68.76	View chart
Extra Space Storage (EXR)	0.1	$362M		2.4M	148.49	View chart
Marriott Intl Cl A (MAR)	0.1	$361M	+2%	1.5M	238.20	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.1	$359M	+9%	14M	26.11	View chart
Genuine Parts Company (GPC)	0.1	$359M	+4%	3.0M	119.14	View chart
AFLAC Incorporated (AFL)	0.1	$358M		3.2M	111.19	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$358M		7.9M	45.20	View chart
Skyworks Solutions (SWKS)	0.1	$356M	+8%	5.5M	64.63	View chart
CSX Corporation (CSX)	0.1	$354M		12M	29.43	View chart
Constellation Brands Cl A (STZ)	0.1	$353M	+7%	1.9M	183.52	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 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
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z