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
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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.
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- Download the Charles Schwab Investment Management March 2025 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 4.1 | $22B | 98M | 222.13 |
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Microsoft Corporation (MSFT) | 3.5 | $19B | 49M | 375.39 |
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NVIDIA Corporation (NVDA) | 3.1 | $16B | 152M | 108.38 |
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Amazon (AMZN) | 2.1 | $12B | 60M | 190.26 |
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Schwab Strategic Tr Fundamental Us L (FNDX) | 1.7 | $9.2B | 389M | 23.61 |
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Meta Platforms Cl A (META) | 1.5 | $8.2B | 14M | 576.36 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $6.0B | 39M | 154.64 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.8B | 11M | 532.58 |
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Broadcom (AVGO) | 1.1 | $5.7B | +3% | 34M | 167.44 |
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Chevron Corporation (CVX) | 1.0 | $5.6B | +4% | 33M | 167.29 |
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Schwab Strategic Tr Fundamental Us S (FNDA) | 1.0 | $5.5B | 200M | 27.39 |
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.0 | $5.5B | 219M | 24.86 |
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Schwab Strategic Tr Fundamental Intl (FNDF) | 1.0 | $5.4B | 149M | 36.14 |
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Abbvie (ABBV) | 1.0 | $5.3B | -7% | 25M | 209.52 |
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Home Depot (HD) | 1.0 | $5.3B | +6% | 14M | 366.49 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.0 | $5.1B | -4% | 110M | 46.31 |
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Coca-Cola Company (KO) | 0.9 | $5.0B | -5% | 70M | 71.62 |
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Verizon Communications (VZ) | 0.9 | $5.0B | 110M | 45.36 |
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JPMorgan Chase & Co. (JPM) | 0.9 | $4.9B | 20M | 245.30 |
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Cisco Systems (CSCO) | 0.9 | $4.8B | -2% | 78M | 61.71 |
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Alphabet Cap Stk Cl C (GOOG) | 0.9 | $4.8B | 31M | 156.23 |
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Tesla Motors (TSLA) | 0.9 | $4.7B | +4% | 18M | 259.16 |
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Visa Com Cl A (V) | 0.8 | $4.4B | +3% | 13M | 350.46 |
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Merck & Co (MRK) | 0.8 | $4.4B | +144% | 49M | 89.76 |
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Eli Lilly & Co. (LLY) | 0.8 | $4.3B | +4% | 5.3M | 825.91 |
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ConocoPhillips (COP) | 0.8 | $4.2B | +379% | 40M | 105.02 |
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Pepsi (PEP) | 0.7 | $4.0B | +4% | 27M | 149.94 |
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Texas Instruments Incorporated (TXN) | 0.7 | $3.9B | 22M | 179.70 |
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Exxon Mobil Corporation (XOM) | 0.7 | $3.9B | 32M | 118.93 |
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Amgen (AMGN) | 0.7 | $3.8B | -7% | 12M | 311.55 |
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Altria (MO) | 0.7 | $3.8B | +5% | 63M | 60.02 |
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Schwab Strategic Tr Fundamental Emer (FNDE) | 0.7 | $3.7B | 122M | 30.80 |
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UnitedHealth (UNH) | 0.7 | $3.7B | +13% | 7.1M | 523.70 |
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Bristol Myers Squibb (BMY) | 0.7 | $3.7B | 61M | 60.99 |
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Lockheed Martin Corporation (LMT) | 0.7 | $3.6B | +7% | 8.0M | 446.67 |
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Johnson & Johnson (JNJ) | 0.6 | $3.1B | +3% | 19M | 165.81 |
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Mastercard Incorporated Cl A (MA) | 0.6 | $3.0B | +4% | 5.4M | 548.12 |
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Procter & Gamble Company (PG) | 0.5 | $2.9B | 17M | 170.38 |
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Costco Wholesale Corporation (COST) | 0.5 | $2.9B | +4% | 3.0M | 945.78 |
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United Parcel Service CL B (UPS) | 0.5 | $2.8B | +7% | 25M | 109.99 |
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Wal-Mart Stores (WMT) | 0.5 | $2.8B | 31M | 87.79 |
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Netflix (NFLX) | 0.5 | $2.6B | +5% | 2.8M | 932.53 |
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EOG Resources (EOG) | 0.5 | $2.5B | +6% | 19M | 128.24 |
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Philip Morris International (PM) | 0.4 | $2.1B | 13M | 158.65 |
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Oneok (OKE) | 0.4 | $2.1B | +13% | 21M | 99.22 |
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Schlumberger Com Stk (SLB) | 0.4 | $2.0B | +478% | 48M | 41.80 |
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McDonald's Corporation (MCD) | 0.3 | $1.8B | 5.7M | 312.37 |
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Bank of America Corporation (BAC) | 0.3 | $1.8B | 42M | 41.73 |
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Fastenal Company (FAST) | 0.3 | $1.8B | +8% | 23M | 77.55 |
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Abbott Laboratories (ABT) | 0.3 | $1.7B | 13M | 132.65 |
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salesforce (CRM) | 0.3 | $1.7B | +4% | 6.4M | 268.36 |
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Schwab Strategic Tr Fundamental Intl (FNDC) | 0.3 | $1.7B | -2% | 47M | 36.20 |
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Target Corporation (TGT) | 0.3 | $1.7B | +407% | 16M | 104.36 |
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Paychex (PAYX) | 0.3 | $1.7B | +7% | 11M | 154.28 |
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International Business Machines (IBM) | 0.3 | $1.6B | 6.6M | 248.66 |
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Kimberly-Clark Corporation (KMB) | 0.3 | $1.6B | +6% | 11M | 142.22 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.6B | +3% | 5.1M | 312.04 |
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Wells Fargo & Company (WFC) | 0.3 | $1.6B | -3% | 22M | 71.79 |
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Oracle Corporation (ORCL) | 0.3 | $1.5B | 11M | 139.81 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.5B | -5% | 31M | 49.62 |
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Linde SHS (LIN) | 0.3 | $1.5B | +4% | 3.3M | 465.64 |
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Valero Energy Corporation (VLO) | 0.3 | $1.5B | +6% | 11M | 132.07 |
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At&t (T) | 0.3 | $1.5B | 52M | 28.28 |
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Thermo Fisher Scientific (TMO) | 0.3 | $1.5B | +4% | 2.9M | 497.61 |
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Ford Motor Company (F) | 0.3 | $1.4B | +8% | 140M | 10.03 |
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Ge Aerospace Com New (GE) | 0.3 | $1.4B | +3% | 6.9M | 200.15 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $1.4B | -4% | 42M | 33.24 |
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Raytheon Technologies Corp (RTX) | 0.3 | $1.4B | 10M | 132.46 |
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Morgan Stanley Com New (MS) | 0.2 | $1.3B | 11M | 116.67 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $1.2B | +2% | 34M | 36.90 |
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Pfizer (PFE) | 0.2 | $1.2B | -69% | 48M | 25.34 |
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Intuitive Surgical Com New (ISRG) | 0.2 | $1.2B | +2% | 2.4M | 495.27 |
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Prologis (PLD) | 0.2 | $1.2B | 11M | 111.79 |
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Nextera Energy (NEE) | 0.2 | $1.2B | +20% | 16M | 70.89 |
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American Tower Reit (AMT) | 0.2 | $1.2B | 5.4M | 217.60 |
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Progressive Corporation (PGR) | 0.2 | $1.2B | +3% | 4.1M | 283.01 |
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Palantir Technologies Cl A (PLTR) | 0.2 | $1.1B | +4% | 14M | 84.40 |
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General Mills (GIS) | 0.2 | $1.1B | +434% | 19M | 59.76 |
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Intuit (INTU) | 0.2 | $1.1B | +4% | 1.8M | 613.99 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.1B | 21M | 52.37 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $1.1B | +3% | 2.9M | 383.53 |
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Caterpillar (CAT) | 0.2 | $1.1B | 3.3M | 329.81 |
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Advanced Micro Devices (AMD) | 0.2 | $1.1B | +4% | 11M | 102.74 |
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Servicenow (NOW) | 0.2 | $1.1B | +4% | 1.4M | 796.14 |
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Walt Disney Company (DIS) | 0.2 | $1.1B | 11M | 98.70 |
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Welltower Inc Com reit (WELL) | 0.2 | $1.1B | +14% | 7.0M | 153.21 |
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Duke Energy Corp Com New (DUK) | 0.2 | $1.1B | 8.7M | 121.97 |
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Blackrock (BLK) | 0.2 | $1.1B | -70% | 1.1M | 946.42 |
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S&p Global (SPGI) | 0.2 | $1.1B | +3% | 2.1M | 508.10 |
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Goldman Sachs (GS) | 0.2 | $1.1B | 1.9M | 546.29 |
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American Express Company (AXP) | 0.2 | $1.0B | 3.9M | 269.05 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.0B | -6% | 10M | 98.92 |
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Qualcomm (QCOM) | 0.2 | $1.0B | 6.7M | 153.61 |
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Booking Holdings (BKNG) | 0.2 | $1.0B | +3% | 222k | 4606.91 |
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Uber Technologies (UBER) | 0.2 | $996M | +2% | 14M | 72.86 |
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.2 | $986M | +3% | 24M | 40.41 |
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Ishares Tr National Mun Etf (MUB) | 0.2 | $970M | +9% | 9.2M | 105.44 |
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Parker-Hannifin Corporation (PH) | 0.2 | $969M | 1.6M | 607.85 |
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Citigroup Com New (C) | 0.2 | $966M | -4% | 14M | 70.99 |
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Cincinnati Financial Corporation (CINF) | 0.2 | $940M | +5% | 6.4M | 147.72 |
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Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.2 | $936M | +2% | 35M | 27.14 |
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CVS Caremark Corporation (CVS) | 0.2 | $925M | +5% | 14M | 67.75 |
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Gilead Sciences (GILD) | 0.2 | $898M | 8.0M | 112.05 |
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Fifth Third Ban (FITB) | 0.2 | $898M | +6% | 23M | 39.20 |
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Metropcs Communications (TMUS) | 0.2 | $879M | +2% | 3.3M | 266.71 |
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Union Pacific Corporation (UNP) | 0.2 | $876M | 3.7M | 236.24 |
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Danaher Corporation (DHR) | 0.2 | $867M | +4% | 4.2M | 205.00 |
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Boston Scientific Corporation (BSX) | 0.2 | $865M | 8.6M | 100.88 |
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Kinder Morgan (KMI) | 0.2 | $855M | 30M | 28.52 |
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Hershey Company (HSY) | 0.2 | $854M | +7% | 5.0M | 171.03 |
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Public Storage (PSA) | 0.2 | $849M | 2.8M | 299.29 |
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TJX Companies (TJX) | 0.2 | $848M | 7.0M | 121.80 |
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Equinix (EQIX) | 0.2 | $848M | -11% | 1.0M | 815.35 |
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Spdr Ser Tr Bloomberg Emergi (EBND) | 0.2 | $847M | -5% | 42M | 20.07 |
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Archer Daniels Midland Company (ADM) | 0.2 | $838M | +350% | 18M | 48.01 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $837M | +3% | 1.7M | 484.82 |
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Honeywell International (HON) | 0.2 | $836M | 3.9M | 211.75 |
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Fiserv (FI) | 0.2 | $835M | +4% | 3.8M | 220.83 |
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Darden Restaurants (DRI) | 0.2 | $831M | +6% | 4.0M | 207.76 |
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Starbucks Corporation (SBUX) | 0.2 | $824M | -5% | 8.4M | 98.09 |
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Lowe's Companies (LOW) | 0.2 | $817M | 3.5M | 233.23 |
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Intel Corporation (INTC) | 0.1 | $795M | +3% | 35M | 22.71 |
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $794M | +6% | 21M | 37.86 |
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Anthem (ELV) | 0.1 | $775M | +6% | 1.8M | 434.96 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $764M | -22% | 14M | 53.97 |
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Halliburton Company (HAL) | 0.1 | $760M | +450% | 30M | 25.37 |
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Fidelity National Information Services (FIS) | 0.1 | $756M | 10M | 74.65 |
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Palo Alto Networks (PANW) | 0.1 | $755M | +5% | 4.4M | 170.64 |
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Stryker Corporation (SYK) | 0.1 | $750M | 2.0M | 372.25 |
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Watsco, Incorporated (WSO) | 0.1 | $739M | +6% | 1.5M | 508.13 |
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Charles Schwab Corporation (SCHW) | 0.1 | $733M | +15% | 9.4M | 78.28 |
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Cabot Oil & Gas Corporation (CTRA) | 0.1 | $731M | +7% | 25M | 28.90 |
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Deere & Company (DE) | 0.1 | $727M | 1.5M | 469.35 |
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Medtronic SHS (MDT) | 0.1 | $723M | 8.0M | 89.86 |
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Automatic Data Processing (ADP) | 0.1 | $718M | 2.3M | 305.53 |
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Truist Financial Corp equities (TFC) | 0.1 | $716M | 17M | 41.15 |
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Boeing Company (BA) | 0.1 | $716M | 4.2M | 170.55 |
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Arthur J. Gallagher & Co. (AJG) | 0.1 | $713M | 2.1M | 345.25 |
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T. Rowe Price (TROW) | 0.1 | $708M | +7% | 7.7M | 91.87 |
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Becton, Dickinson and (BDX) | 0.1 | $708M | 3.1M | 229.00 |
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Applied Materials (AMAT) | 0.1 | $701M | 4.8M | 145.12 |
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Marsh & McLennan Companies (MMC) | 0.1 | $698M | +2% | 2.9M | 244.03 |
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Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.1 | $676M | 33M | 20.32 |
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Regions Financial Corporation (RF) | 0.1 | $676M | +6% | 31M | 21.73 |
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Chubb (CB) | 0.1 | $675M | 2.2M | 301.99 |
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Cigna Corp (CI) | 0.1 | $671M | +3% | 2.0M | 329.00 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $651M | +7% | 9.2M | 70.40 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $648M | +8% | 1.3M | 513.91 |
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Packaging Corporation of America (PKG) | 0.1 | $648M | +6% | 3.3M | 198.02 |
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Snap-on Incorporated (SNA) | 0.1 | $648M | +6% | 1.9M | 337.01 |
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Lam Research Corp Com New (LRCX) | 0.1 | $647M | +4% | 8.9M | 72.70 |
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Illinois Tool Works (ITW) | 0.1 | $627M | 2.5M | 248.01 |
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Eaton Corp SHS (ETN) | 0.1 | $617M | 2.3M | 271.83 |
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Southern Company (SO) | 0.1 | $614M | 6.7M | 91.95 |
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Kenvue (KVUE) | 0.1 | $614M | +2% | 26M | 23.98 |
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $608M | -4% | 12M | 51.99 |
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Simon Property (SPG) | 0.1 | $608M | 3.7M | 166.08 |
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Kla Corp Com New (KLAC) | 0.1 | $605M | +3% | 891k | 679.80 |
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Nike CL B (NKE) | 0.1 | $603M | +3% | 9.5M | 63.47 |
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Micron Technology (MU) | 0.1 | $603M | 6.9M | 86.89 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $601M | -19% | 2.3M | 257.03 |
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Realty Income (O) | 0.1 | $587M | 10M | 58.01 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $586M | +6% | 9.0M | 65.08 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $582M | +2% | 4.2M | 139.78 |
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McKesson Corporation (MCK) | 0.1 | $580M | +3% | 862k | 672.99 |
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Analog Devices (ADI) | 0.1 | $580M | +2% | 2.9M | 201.67 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $578M | -6% | 10M | 56.28 |
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Zoetis Cl A (ZTS) | 0.1 | $577M | +3% | 3.5M | 164.65 |
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Wec Energy Group (WEC) | 0.1 | $568M | +34% | 5.2M | 108.98 |
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Intercontinental Exchange (ICE) | 0.1 | $565M | 3.3M | 172.50 |
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O'reilly Automotive (ORLY) | 0.1 | $562M | +3% | 392k | 1432.58 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $558M | +11% | 1.6M | 352.58 |
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $557M | 11M | 50.63 |
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Cme (CME) | 0.1 | $552M | 2.1M | 265.29 |
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Crown Castle Intl (CCI) | 0.1 | $543M | 5.2M | 104.23 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $540M | 8.0M | 67.85 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $539M | 10M | 52.52 |
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Sherwin-Williams Company (SHW) | 0.1 | $537M | +4% | 1.5M | 349.19 |
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Digital Realty Trust (DLR) | 0.1 | $535M | +2% | 3.7M | 143.29 |
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Ge Vernova (GEV) | 0.1 | $532M | +3% | 1.7M | 305.28 |
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Arista Networks Com Shs (ANET) | 0.1 | $521M | +4% | 6.7M | 77.48 |
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3M Company (MMM) | 0.1 | $519M | 3.5M | 146.86 |
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Best Buy (BBY) | 0.1 | $513M | +6% | 7.0M | 73.61 |
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Waste Management (WM) | 0.1 | $505M | 2.2M | 231.51 |
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TransDigm Group Incorporated (TDG) | 0.1 | $505M | +4% | 365k | 1383.29 |
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Aon Shs Cl A (AON) | 0.1 | $501M | 1.3M | 399.09 |
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $497M | -4% | 23M | 21.74 |
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AvalonBay Communities (AVB) | 0.1 | $491M | 2.3M | 214.62 |
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Amcor Ord (AMCR) | 0.1 | $483M | +8% | 50M | 9.70 |
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Capital One Financial (COF) | 0.1 | $481M | 2.7M | 179.30 |
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Moody's Corporation (MCO) | 0.1 | $479M | +3% | 1.0M | 465.69 |
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Unum (UNM) | 0.1 | $474M | +4% | 5.8M | 81.46 |
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CF Industries Holdings (CF) | 0.1 | $473M | +4% | 6.1M | 78.15 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $469M | 20M | 22.98 |
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Amphenol Corp Cl A (APH) | 0.1 | $456M | +2% | 7.0M | 65.59 |
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Cadence Design Systems (CDNS) | 0.1 | $453M | +4% | 1.8M | 254.33 |
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Chipotle Mexican Grill (CMG) | 0.1 | $451M | +5% | 9.0M | 50.21 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $451M | +2% | 710k | 634.23 |
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Williams Companies (WMB) | 0.1 | $446M | 7.5M | 59.76 |
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Colgate-Palmolive Company (CL) | 0.1 | $446M | 4.8M | 93.70 |
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Kkr & Co (KKR) | 0.1 | $438M | 3.8M | 115.61 |
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PNC Financial Services (PNC) | 0.1 | $435M | 2.5M | 175.77 |
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Northrop Grumman Corporation (NOC) | 0.1 | $434M | 847k | 512.01 |
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Synopsys (SNPS) | 0.1 | $433M | +5% | 1.0M | 428.85 |
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General Dynamics Corporation (GD) | 0.1 | $431M | 1.6M | 272.58 |
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Paypal Holdings (PYPL) | 0.1 | $431M | 6.6M | 65.25 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $427M | +10% | 1.9M | 221.75 |
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AutoZone (AZO) | 0.1 | $426M | +3% | 112k | 3812.78 |
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East West Ban (EWBC) | 0.1 | $425M | +7% | 4.7M | 89.76 |
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Trane Technologies SHS (TT) | 0.1 | $423M | 1.3M | 336.92 |
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General Motors Company (GM) | 0.1 | $423M | -5% | 9.0M | 47.03 |
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Doordash Cl A (DASH) | 0.1 | $421M | +62% | 2.3M | 182.77 |
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Us Bancorp Del Com New (USB) | 0.1 | $420M | -80% | 10M | 42.22 |
|
Motorola Solutions Com New (MSI) | 0.1 | $420M | +3% | 960k | 437.81 |
|
Huntington Bancshares Incorporated (HBAN) | 0.1 | $420M | -56% | 28M | 15.00 |
|
Constellation Energy (CEG) | 0.1 | $416M | +3% | 2.1M | 201.63 |
|
Roper Industries (ROP) | 0.1 | $416M | +4% | 706k | 589.58 |
|
Apollo Global Mgmt (APO) | 0.1 | $413M | +3% | 3.0M | 136.94 |
|
Rockwell Automation (ROK) | 0.1 | $408M | 1.6M | 258.38 |
|
|
Cintas Corporation (CTAS) | 0.1 | $407M | 2.0M | 205.53 |
|
|
Vici Pptys (VICI) | 0.1 | $403M | 12M | 32.62 |
|
|
Rbc Cad (RY) | 0.1 | $403M | 3.6M | 112.63 |
|
|
Fortinet (FTNT) | 0.1 | $400M | +4% | 4.2M | 96.26 |
|
Bank of New York Mellon Corporation (BK) | 0.1 | $399M | -2% | 4.8M | 83.87 |
|
Travelers Companies (TRV) | 0.1 | $397M | 1.5M | 264.46 |
|
|
Encana Corporation (OVV) | 0.1 | $396M | +383% | 9.3M | 42.80 |
|
Hca Holdings (HCA) | 0.1 | $395M | 1.1M | 345.55 |
|
|
Air Products & Chemicals (APD) | 0.1 | $386M | 1.3M | 294.92 |
|
|
Phillips 66 (PSX) | 0.1 | $383M | +3% | 3.1M | 123.48 |
|
Marathon Petroleum Corp (MPC) | 0.1 | $378M | +4% | 2.6M | 145.69 |
|
Allstate Corporation (ALL) | 0.1 | $376M | 1.8M | 207.07 |
|
|
Interpublic Group of Companies (IPG) | 0.1 | $374M | +6% | 14M | 27.16 |
|
Hilton Worldwide Holdings (HLT) | 0.1 | $373M | +2% | 1.6M | 227.55 |
|
Ecolab (ECL) | 0.1 | $372M | 1.5M | 253.52 |
|
|
American Intl Group Com New (AIG) | 0.1 | $370M | -2% | 4.3M | 86.94 |
|
Autodesk (ADSK) | 0.1 | $368M | +4% | 1.4M | 261.80 |
|
Emerson Electric (EMR) | 0.1 | $367M | 3.4M | 109.64 |
|
|
FedEx Corporation (FDX) | 0.1 | $367M | 1.5M | 243.78 |
|
|
Eversource Energy (ES) | 0.1 | $366M | -40% | 5.9M | 62.11 |
|
American Electric Power Company (AEP) | 0.1 | $364M | 3.3M | 109.27 |
|
|
Ventas (VTR) | 0.1 | $362M | +4% | 5.3M | 68.76 |
|
Extra Space Storage (EXR) | 0.1 | $362M | 2.4M | 148.49 |
|
|
Marriott Intl Cl A (MAR) | 0.1 | $361M | +2% | 1.5M | 238.20 |
|
Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.1 | $359M | +9% | 14M | 26.11 |
|
Genuine Parts Company (GPC) | 0.1 | $359M | +4% | 3.0M | 119.14 |
|
AFLAC Incorporated (AFL) | 0.1 | $358M | 3.2M | 111.19 |
|
|
Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $358M | 7.9M | 45.20 |
|
|
Skyworks Solutions (SWKS) | 0.1 | $356M | +8% | 5.5M | 64.63 |
|
CSX Corporation (CSX) | 0.1 | $354M | 12M | 29.43 |
|
|
Constellation Brands Cl A (STZ) | 0.1 | $353M | +7% | 1.9M | 183.52 |
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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