CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,494 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 50.8M | $25.3B | 4.4% | $168.68 | +192.98% | 27 qtrssince 2018-Q4 | Increased 60 |
NVIDIA CORP | 155.7M | $24.6B | 4.3% | $115.68 | +36.35% | 27 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 100.2M | $20.6B | 3.6% | $119.30 | +71.16% | 27 qtrssince 2018-Q4 | Increased 60 |
AMAZON.COM INC | 61.9M | $13.6B | 2.3% | $124.25 | +79.72% | 27 qtrssince 2018-Q4 | Increased 56 |
META PLATFORMS INC-CLASS A | 14.5M | $10.7B | 1.8% | $195.00 | +275.65% | 27 qtrssince 2018-Q4 | Increased 51 |
SCHWAB FNDMNTL US LRG CO ETF | 402.2M | $9.9B | 1.7% | $22.78 | +6.39% | 6 qtrssince 2024-Q1 | Increased 52 |
BROADCOM INC | 34.5M | $9.5B | 1.6% | $161.70 | +69.23% | 27 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 39.6M | $7B | 1.2% | $105.79 | +68.50% | 27 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 18.6M | $5.9B | 1.0% | $246.40 | +31.34% | 27 qtrssince 2018-Q4 | Increased 51 |
SCHWAB FNDMN INTL LRG CO ETF | 146.7M | $5.9B | 1.0% | $32.83 | +18.23% | 6 qtrssince 2024-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 19.8M | $5.7B | 1.0% | $89.01 | +218.01% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 31.5M | $5.6B | 1.0% | $103.37 | +72.20% | 27 qtrssince 2018-Q4 | Increased 46 |
SCHWAB INTERMEDIATE-TERM US | 221.7M | $5.6B | 1.0% | $22.86 | +5.01% | 17 qtrssince 2021-Q2 | Increased 45 |
HOME DEPOT INC | 14.6M | $5.3B | 0.9% | $235.10 | +54.96% | 27 qtrssince 2018-Q4 | Increased 45 |
CISCO SYSTEMS INC | 76.6M | $5.3B | 0.9% | $41.52 | +62.51% | 27 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 10.9M | $5.3B | 0.9% | $239.54 | +102.76% | 27 qtrssince 2018-Q4 | Increased 45 |
SCHWAB FNDMNTL US SM CO ETF | 180.8M | $5.2B | 0.9% | $28.06 | +1.38% | 5 qtrssince 2024-Q2 | Decreased 0 |
SCHWAB MBS ETF | 202M | $5.1B | 0.9% | $24.10 | 0.00% | 1 qtr | New 62 |
CHEVRON CORP | 34.8M | $5B | 0.9% | $115.77 | +20.30% | 27 qtrssince 2018-Q4 | Increased 47 |
ABBVIE INC | 26.8M | $5B | 0.9% | $128.09 | +39.36% | 27 qtrssince 2018-Q4 | Increased 48 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC manages $578.2B across 3494 positions as of Q2 2025. Top holdings: MSFT (4.4%), NVDA (4.3%), AAPL (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 164 new positions, 143 exits, 2250 increased. Top move: SMBS (NEW, conviction 62). Portfolio: $578.2B across 3494 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