CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Institutional investor · Portfolio as of Q2 2020
Top Holdings3,318 positions
Microsoft Corp. | 38.5M | $7.8B | 3.8% | $101.52 | +90.18% | 7 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 19.9M | $7.3B | 3.6% | $38.03 | +132.00% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 1.9M | $5.3B | 2.6% | $78.61 | +75.48% | 7 qtrssince 2018-Q4 | Increased 56 |
META PLATFORMS INC | 11.2M | $2.5B | 1.2% | $139.12 | +61.67% | 7 qtrssince 2018-Q4 | Increased 52 |
Johnson & Johnson | 16.4M | $2.3B | 1.1% | $106.16 | +11.59% | 7 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 1.4M | $2B | 1.0% | $52.78 | +33.08% | 7 qtrssince 2018-Q4 | Increased 46 |
VERIZON COMMUNICATIONS INC | 36.3M | $2B | 1.0% | $36.28 | +3.32% | 7 qtrssince 2018-Q4 | Increased 45 |
Alphabet Inc. | 1.4M | $1.9B | 1.0% | $52.30 | +33.87% | 7 qtrssince 2018-Q4 | Decreased 0 |
Procter and Gamble Co. | 15.4M | $1.8B | 0.9% | $79.21 | +28.78% | 7 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 17.7M | $1.7B | 0.8% | $78.87 | +1.34% | 7 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc. | 6.6M | $1.7B | 0.8% | $145.58 | +47.52% | 7 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 36.5M | $1.6B | 0.8% | $43.89 | -21.48% | 7 qtrssince 2018-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 8.9M | $1.6B | 0.8% | $204.40 | -12.67% | 7 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 26.3M | $1.6B | 0.8% | $41.86 | +27.40% | 7 qtrssince 2018-Q4 | Decreased 0 |
Coca-Cola Co (The) | 34.3M | $1.5B | 0.8% | $37.58 | -1.24% | 7 qtrssince 2018-Q4 | Increased 45 |
VISA INC | 7.7M | $1.5B | 0.7% | $128.10 | +44.12% | 7 qtrssince 2018-Q4 | Decreased 0 |
AT&T INC | 47.3M | $1.4B | 0.7% | $12.95 | +14.74% | 7 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 4.8M | $1.4B | 0.7% | $218.71 | +20.96% | 7 qtrssince 2018-Q4 | Increased 45 |
Texas Instruments Inc. | 10.7M | $1.4B | 0.7% | $79.83 | +33.81% | 7 qtrssince 2018-Q4 | Decreased 0 |
International Business Machines Corp. | 11.2M | $1.4B | 0.7% | $80.14 | +11.69% | 7 qtrssince 2018-Q4 | Increased 45 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC manages $204.2B across 3318 positions as of Q2 2020. Top holdings: MSFT (3.8%), AAPL (3.6%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 219 new positions, 135 exits, 1855 increased. Top move: AMZN (INCREASED, conviction 56). Portfolio: $204.2B across 3318 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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