CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,473 positions
Apple Inc | 97.5M | $21.7B | 4.1% | $74.25 | +197.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp | 49.2M | $18.5B | 3.5% | $157.39 | +135.74% | 26 qtrssince 2018-Q4 | Increased 58 |
NVidia Corp | 151.1M | $16.4B | 3.1% | $19.14 | +464.91% | 26 qtrssince 2018-Q4 | Decreased 0 |
Amazon.Com Inc | 60.1M | $11.4B | 2.1% | $107.78 | +76.53% | 26 qtrssince 2018-Q4 | Increased 55 |
SCHWAB STRATEGIC TR | 389.3M | $9.2B | 1.7% | $21.58 | +7.13% | 5 qtrssince 2024-Q1 | Decreased 0 |
Meta Platforms Inc | 14.2M | $8.2B | 1.5% | $181.72 | +215.64% | 26 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc Cap Stock Cl A | 38.5M | $6B | 1.1% | $75.12 | +104.88% | 26 qtrssince 2018-Q4 | Increased 50 |
Berkshire Hathaway Inc Cl B | 10.9M | $5.8B | 1.1% | $239.65 | +122.24% | 26 qtrssince 2018-Q4 | Increased 50 |
Broadcom Inc | 33.8M | $5.7B | 1.1% | $54.57 | +203.30% | 26 qtrssince 2018-Q4 | Increased 52 |
Chevron Corp | 33.4M | $5.6B | 1.0% | $114.82 | +38.42% | 26 qtrssince 2018-Q4 | Increased 53 |
SCHWAB STRATEGIC TR | 200.3M | $5.5B | 1.0% | $26.81 | +0.63% | 4 qtrssince 2024-Q2 | Increased 50 |
SCHWAB STRATEGIC TR | 219.4M | $5.5B | 1.0% | $22.54 | +3.70% | 16 qtrssince 2021-Q2 | Increased 51 |
SCHWAB STRATEGIC TR | 149M | $5.4B | 1.0% | $32.65 | +6.27% | 5 qtrssince 2024-Q1 | Increased 50 |
Abbvie Inc | 25.3M | $5.3B | 1.0% | $124.29 | +59.64% | 26 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc | 14.4M | $5.3B | 1.0% | $229.36 | +53.56% | 26 qtrssince 2018-Q4 | Increased 48 |
VANGUARD SCOTTSDALE FDS | 110.4M | $5.1B | 1.0% | $41.35 | +5.07% | 21 qtrssince 2020-Q1 | Decreased 0 |
Coca-Cola Co | 70.2M | $5B | 0.9% | $46.10 | +49.13% | 26 qtrssince 2018-Q4 | Decreased 0 |
Verizon Communications Inc | 109.9M | $5B | 0.9% | $34.89 | +16.06% | 26 qtrssince 2018-Q4 | Increased 45 |
JPMorgan Chase & Co | 19.8M | $4.9B | 0.9% | $87.84 | +171.03% | 26 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems Inc | 78.2M | $4.8B | 0.9% | $41.52 | +43.12% | 26 qtrssince 2018-Q4 | Decreased 0 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC manages $533.1B across 3473 positions as of Q1 2025. Top holdings: AAPL (4.1%), MSFT (3.5%), NVDA (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 61 new positions, 81 exits, 1873 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $533.1B across 3473 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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