CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings3,579 positions
APPLE INC | 80.7M | $14.1B | 4.2% | $44.94 | +280.03% | 14 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 39.9M | $12.3B | 3.7% | $112.01 | +165.20% | 14 qtrssince 2018-Q4 | Increased 60 |
AMAZON COM INC | 2.2M | $7.2B | 2.1% | $89.71 | +81.69% | 14 qtrssince 2018-Q4 | Increased 56 |
TESLA INC | 4.1M | $4.4B | 1.3% | $138.92 | +158.57% | 14 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC | 1.6M | $4.3B | 1.3% | $59.46 | +131.68% | 14 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC | 1.4M | $3.9B | 1.2% | $56.77 | +143.68% | 14 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 12.3M | $3.3B | 1.0% | $5.63 | +382.50% | 14 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 10.7M | $3.2B | 1.0% | $197.85 | +34.65% | 14 qtrssince 2018-Q4 | Increased 51 |
COCA COLA CO | 51.6M | $3.2B | 1.0% | $40.62 | +33.90% | 14 qtrssince 2018-Q4 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 9M | $3.2B | 1.0% | $212.95 | +65.72% | 14 qtrssince 2018-Q4 | Increased 46 |
PFIZER INC | 59.8M | $3.1B | 0.9% | $29.57 | +36.59% | 14 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 17.2M | $3B | 0.9% | $109.83 | +42.17% | 14 qtrssince 2018-Q4 | Increased 46 |
VERIZON COMMUNICATIONS INC | 59.8M | $3B | 0.9% | $37.46 | -0.02% | 14 qtrssince 2018-Q4 | Increased 47 |
CISCO SYS INC | 53.4M | $3B | 0.9% | $40.38 | +23.34% | 14 qtrssince 2018-Q4 | Increased 48 |
BROADCOM INC | 4.7M | $2.9B | 0.9% | $36.15 | +61.56% | 14 qtrssince 2018-Q4 | Increased 50 |
TEXAS INSTRS INC | 14.6M | $2.7B | 0.8% | $101.48 | +58.93% | 14 qtrssince 2018-Q4 | Increased 51 |
META PLATFORMS INC | 11.8M | $2.6B | 0.8% | $151.71 | +45.18% | 14 qtrssince 2018-Q4 | Increased 45 |
UNITEDHEALTH GROUP INC | 5.1M | $2.6B | 0.8% | $233.90 | +100.44% | 14 qtrssince 2018-Q4 | Increased 46 |
EXXON MOBIL CORP | 31.2M | $2.6B | 0.8% | $43.21 | +68.96% | 14 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 15.3M | $2.6B | 0.8% | $102.80 | +40.31% | 14 qtrssince 2018-Q4 | Increased 50 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC manages $332.9B across 3579 positions as of Q1 2022. Top holdings: AAPL (4.2%), MSFT (3.7%), AMZN (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 115 new positions, 124 exits, 2783 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $332.9B across 3579 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR