CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,455 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 155.9M | $29.1B | 4.6% | $115.77 | +57.07% | 28 qtrssince 2018-Q4 | Increased 58 |
MICROSOFT CORP | 50.8M | $26.3B | 4.2% | $168.73 | +204.41% | 28 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 99.8M | $25.4B | 4.1% | $119.30 | +112.66% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 63.4M | $13.9B | 2.2% | $126.56 | +75.54% | 28 qtrssince 2018-Q4 | Increased 56 |
BROADCOM INC | 35.1M | $11.6B | 1.9% | $164.80 | +99.07% | 28 qtrssince 2018-Q4 | Increased 51 |
SCHWAB FNDMNTL US LRG CO ETF | 409.2M | $10.8B | 1.7% | $22.84 | +14.53% | 7 qtrssince 2024-Q1 | Increased 51 |
META PLATFORMS INC-CLASS A | 14.4M | $10.6B | 1.7% | $195.00 | +280.91% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 39.7M | $9.7B | 1.5% | $106.16 | +129.74% | 28 qtrssince 2018-Q4 | Increased 50 |
TESLA INC | 19.4M | $8.6B | 1.4% | $254.33 | +74.27% | 28 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL C | 31.4M | $7.7B | 1.2% | $103.37 | +136.25% | 28 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB FNDMN INTL LRG CO ETF | 147.2M | $6.3B | 1.0% | $32.86 | +26.82% | 7 qtrssince 2024-Q1 | Increased 50 |
ABBVIE INC | 26M | $6B | 1.0% | $128.09 | +75.33% | 28 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 18.8M | $5.9B | 0.9% | $89.01 | +251.36% | 28 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 14.4M | $5.8B | 0.9% | $235.10 | +71.93% | 28 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB INTERMEDIATE-TERM US | 228.2M | $5.7B | 0.9% | $22.90 | +6.27% | 18 qtrssince 2021-Q2 | Increased 46 |
SCHWAB FNDMNTL US SM CO ETF | 180.2M | $5.6B | 0.9% | $28.06 | +10.43% | 6 qtrssince 2024-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 11M | $5.5B | 0.9% | $240.25 | +107.81% | 28 qtrssince 2018-Q4 | Increased 45 |
CHEVRON CORP | 35.1M | $5.4B | 0.9% | $116.09 | +31.69% | 28 qtrssince 2018-Q4 | Increased 45 |
SCHWAB MBS ETF | 211.1M | $5.4B | 0.9% | $24.12 | +2.18% | 2 qtrssince 2025-Q2 | Increased 47 |
CISCO SYSTEMS INC | 76.4M | $5.2B | 0.8% | $41.52 | +61.28% | 28 qtrssince 2018-Q4 | Decreased 0 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC manages $626.4B across 3455 positions as of Q3 2025. Top holdings: NVDA (4.6%), MSFT (4.2%), AAPL (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 72 new positions, 111 exits, 2141 increased. Top move: NVDA (INCREASED, conviction 58). Portfolio: $626.4B across 3455 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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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