CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
CHARLES SCHWAB INVESTMENT MANAGEMENT INC manages $654.5B across 3455 positions as of Q1 2026. Top holdings: NVDA (4.3%), AAPL (4.0%), MSFT (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1.5/5.0.
Q1 2026 Summary
Active quarter - 85 new positions, 86 exits, 1897 increased. Top move: NVDA (INCREASED, conviction 60). Portfolio: $654.5B across 3455 positions.
Top holdings by portfolio weight
NVDA4.28%
AAPL3.97%
MSFT2.97%
AMZN2.12%
GOOGL1.80%
FNDX1.78%
AVGO1.59%
GOOG1.42%
META1.35%
CVX1.14%
Other1.13%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings3,455 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 160.8M | $28B | 4.3% | $117.63 | +95.68% | 30 qtrssince 2018-Q4 | Increased 60 | |
APPLE INC | 102.3M | $26B | 4.0% | $121.68 | +146.74% | 30 qtrssince 2018-Q4 | Increased 60 | |
MICROSOFT CORP | 52.5M | $19.4B | 3.0% | $176.62 | +141.92% | 30 qtrssince 2018-Q4 | Increased 56 | |
AMAZON COM INC | 66.6M | $13.9B | 2.1% | $130.64 | +102.19% | 30 qtrssince 2018-Q4 | Increased 57 | |
ALPHABET INC | 40.9M | $11.8B | 1.8% | $111.81 | +255.13% | 30 qtrssince 2018-Q4 | Increased 52 | |
SCHWAB STRATEGIC TR | 419.4M | $11.7B | 1.8% | $22.97 | +31.90% | 9 qtrssince 2024-Q1 | Increased 51 | |
BROADCOM INC | 33.7M | $10.4B | 1.6% | $169.87 | +151.76% | 30 qtrssince 2018-Q4 | Increased 52 | |
ALPHABET INC | 32.4M | $9.3B | 1.4% | $109.46 | +259.23% | 30 qtrssince 2018-Q4 | Increased 52 | |
META PLATFORMS INC | 15.4M | $8.8B | 1.3% | $227.76 | +171.69% | 30 qtrssince 2018-Q4 | Decreased 0 | |
CHEVRON CORPORATION | 36.1M | $7.5B | 1.1% | $117.18 | +63.09% | 30 qtrssince 2018-Q4 | Increased 50 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer