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Asset Manager ← All Institutions

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Q1 2026 · Filed 2026-05-15
Market Value
$645.0B
+1.8%
Holdings
3,383
+6
New Purchases
75
Added To
1,831
Closed
71
Reduced
1,355
Top 10 Concentration
22.8%
Turnover
4.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PG 0.93% 0.42% +0.50% $6.0B
ABT 0.72% 0.26% +0.46% $4.7B
QCOM 0.62% 0.18% +0.44% $4.0B
UNH 0.87% 0.44% +0.43% $5.6B
ACN 0.60% 0.23% +0.37% $3.9B
CMCSA 0.54% 0.18% +0.36% $3.5B
CVX 1.16% 0.87% +0.29% $7.5B
BX 0.38% 0.11% +0.27% $2.5B
ADP 0.36% 0.10% +0.27% $2.3B
XOM 0.90% 0.65% +0.25% $5.8B
COP 0.78% 0.61% +0.16% $5.0B
VZ 0.88% 0.75% +0.13% $5.7B
MRK 0.93% 0.81% +0.12% $6.0B
DVN 0.15% 0.03% +0.12% $965M
TXN 0.78% 0.66% +0.12% $5.0B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.01% 3.89% -0.87% $19.4B
ABBV 0.44% 0.91% -0.47% $2.8B
CSCO 0.41% 0.86% -0.45% $2.6B
META 1.37% 1.62% -0.25% $8.8B
AAPL 4.03% 4.28% -0.25% $26.0B
TSLA 1.15% 1.40% -0.25% $7.4B
NVDA 4.35% 4.59% -0.24% $28.0B
VLO 0.11% 0.31% -0.19% $727M
AMZN 2.15% 2.33% -0.18% $13.9B
AVGO 1.62% 1.79% -0.17% $10.4B
GOOGL 1.82% 1.97% -0.15% $11.8B
LLY 0.84% 0.98% -0.14% $5.4B
GOOG 1.44% 1.55% -0.11% $9.3B
HAL 0.04% 0.14% -0.10% $248M
V 0.64% 0.74% -0.10% $4.1B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $284.5B 44.1%
Large Cap 854 $291.1B 45.1%
Mid Cap 996 $56.3B 8.7%
Small Cap 1,048 $12.7B 2.0%
Micro Cap 417 $416M 0.1%

Portfolio Analytics

Avg Market Cap
$28.8B
Median Market Cap
$2.9B
Avg P/E
32.7
Median P/E
20.0
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
3,242
# ETFs / Funds
141

Top Holdings (3,383 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.35% 160,788,892 $28.0B $174.40 -$1.1B +4,791,529 +3.1%
2 AAPL 4.03% 102,344,793 $26.0B $253.79 -$1.2B +2,556,297 +2.6%
3 MSFT 3.01% 52,519,324 $19.4B $370.17 -$5.2B +1,587,748 +3.1%
4 AMZN 2.15% 66,597,967 $13.9B $208.27 -$908M +2,574,327 +4.0%
5 GOOGL 1.82% 40,918,971 $11.8B $287.56 -$717M +1,034,862 +2.6%
6 FNDX 1.81% 419,422,622 $11.7B $27.85 $431M +5,979,401 +1.4%
7 AVGO 1.62% 33,710,329 $10.4B $309.46 -$886M +1,007,271 +3.1%
8 GOOG 1.44% 32,422,163 $9.3B $286.86 -$550M +1,032,107 +3.3%
9 META 1.37% 15,403,780 $8.8B $572.17 -$1.5B -155,420 -1.0%
10 CVX 1.16% 36,118,480 $7.5B $206.85 $2.0B +81,636 +0.2%
11 TSLA 1.15% 19,943,635 $7.4B $371.75 -$1.5B +213,379 +1.1%
12 FNDF 1.09% 143,031,375 $7.0B $48.93 $376M -3,452,563 -2.4%
13 SCHR 0.96% 249,546,261 $6.2B $24.91 $241M +11,286,601 +4.7%
14 MRK 0.93% 49,765,225 $6.0B $120.30 $875M +1,201,421 +2.5%
15 PG 0.93% 41,360,143 $6.0B $144.54 $3.3B +22,581,088 +120.2%
16 FNDA 0.90% 179,241,792 $5.8B $32.43 $159M -194,144 -0.1%
17 KO 0.90% 76,339,039 $5.8B $76.07 $809M +4,835,157 +6.8%
18 XOM 0.90% 34,236,797 $5.8B $169.58 $1.7B +146,208 +0.4%
19 VZ 0.88% 112,936,510 $5.7B $50.20 $922M -3,634,306 -3.1%
20 UNH 0.87% 20,817,755 $5.6B $270.59 $2.8B +12,377,403 +146.7%
21 HD 0.87% 17,085,966 $5.6B $329.01 $298M +1,614,834 +10.4%
22 JPM 0.87% 19,101,113 $5.6B $294.06 -$424M +353,294 +1.9%
23 BRK-B 0.85% 11,381,789 $5.5B $479.20 -$97M +337,776 +3.1%
24 LLY 0.84% 5,897,450 $5.4B $919.77 -$764M +139,244 +2.4%
25 TXN 0.78% 25,927,676 $5.0B $194.13 $819M +1,639,072 +6.8%
26 COP 0.78% 37,911,567 $5.0B $131.98 $1.1B -3,538,595 -8.5%
27 FNDE 0.74% 124,019,404 $4.7B $38.26 $311M +1,060,058 +0.9%
28 PEP 0.73% 30,210,808 $4.7B $155.29 $660M +2,120,382 +7.5%
29 JNJ 0.73% 19,177,219 $4.7B $244.45 $748M +142,917 +0.8%
30 ABT 0.72% 45,500,055 $4.7B $102.72 $3.0B +32,310,527 +245.0%
31 AMGN 0.70% 12,773,386 $4.5B $351.85 $628M +962,341 +8.2%
32 LMT 0.67% 7,152,449 $4.3B $604.64 $146M -1,486,487 -17.2%
33 V 0.64% 13,686,005 $4.1B $302.30 -$556M +304,062 +2.3%
34 QCOM 0.62% 30,864,702 $4.0B $128.78 $2.8B +24,234,489 +365.5%
35 ACN 0.60% 19,500,578 $3.9B $198.32 $2.4B +14,072,672 +259.3%
36 WMT 0.59% 30,358,320 $3.8B $124.29 $289M -911,308 -2.9%
37 BMY 0.57% 61,115,373 $3.7B $60.65 -$140M -10,207,019 -14.3%
38 MO 0.56% 54,280,109 $3.6B $66.01 -$195M -11,236,807 -17.1%
39 CMCSA 0.54% 121,558,654 $3.5B $28.72 $2.3B +82,641,800 +212.3%
40 COST 0.53% 3,400,303 $3.4B $996.43 $558M +118,292 +3.6%
41 NFLX 0.47% 31,411,646 $3.0B $96.15 $166M +967,835 +3.2%
42 MA 0.47% 6,003,161 $3.0B $499.66 -$357M +124,320 +2.1%
43 ABBV 0.44% 12,967,398 $2.8B $217.47 -$2.9B -12,202,446 -48.5%
44 CSCO 0.41% 33,989,713 $2.6B $77.59 -$2.8B -36,532,084 -51.8%
45 BX 0.38% 21,359,609 $2.5B $114.99 $1.8B +17,007,658 +390.8%
46 AMD 0.38% 11,900,631 $2.4B $203.43 -$63M +302,610 +2.6%
47 PLTR 0.37% 16,400,260 $2.4B $146.28 -$436M +453,260 +2.8%
48 CAT 0.37% 3,354,003 $2.4B $707.08 $455M +8,628 +0.3%
49 MU 0.37% 6,984,665 $2.4B $337.84 $369M +11,273 +0.2%
50 EOG 0.36% 16,279,433 $2.4B $144.57 $254M -3,709,407 -18.6%
51 ADP 0.36% 11,561,745 $2.3B $203.19 $1.7B +9,147,649 +378.9%
52 SLB 0.35% 43,775,161 $2.2B $51.39 $177M -10,231,277 -18.9%
53 PM 0.35% 13,549,581 $2.2B $165.60 $104M +211,512 +1.6%
54 GE 0.34% 7,715,990 $2.2B $283.77 -$140M +153,793 +2.0%
55 UPS 0.34% 22,112,857 $2.2B $98.38 -$517M -5,029,902 -18.5%
56 BAC 0.33% 44,138,442 $2.2B $48.75 -$248M +505,958 +1.2%
57 RTX 0.32% 10,541,522 $2.0B $192.97 $129M +154,575 +1.5%
58 LIN 0.30% 3,865,271 $1.9B $495.81 $310M +97,002 +2.6%
59 FAST 0.28% 39,387,932 $1.8B $46.40 -$71M -7,909,115 -16.7%
60 WELL 0.27% 8,829,439 $1.7B $197.71 $186M +423,850 +5.0%
61 MCD 0.27% 5,581,094 $1.7B $311.08 $69M +126,037 +2.3%
62 GEV 0.27% 1,960,471 $1.7B $872.90 $452M +33,775 +1.8%
63 TGT 0.26% 14,008,200 $1.7B $121.20 $30M -3,057,726 -17.9%
64 SCMB 0.26% 66,306,294 $1.7B $25.48 -$823K +688,774 +1.1%
65 AMAT 0.26% 4,937,561 $1.7B $341.79 $433M +55,352 +1.1%
66 OKE 0.26% 18,368,622 $1.7B $90.39 -$3M -4,265,890 -18.9%
67 LRCX 0.26% 7,767,896 $1.7B $213.66 $337M +40,411 +0.5%
68 WFC 0.26% 20,822,786 $1.7B $79.61 -$262M +223,041 +1.1%
69 MS 0.25% 9,991,147 $1.6B $164.59 -$106M +133,347 +1.4%
70 IBM 0.25% 6,739,996 $1.6B $242.38 -$316M +156,699 +2.4%
71 GS 0.25% 1,923,317 $1.6B $845.99 -$30M +37,823 +2.0%
72 NEE 0.25% 17,515,154 $1.6B $92.86 $244M +294,524 +1.7%
73 PLD 0.24% 11,894,627 $1.6B $132.18 $86M +254,983 +2.2%
74 INTC 0.24% 35,281,668 $1.6B $44.13 $272M +458,155 +1.3%
75 ORCL 0.24% 10,445,721 $1.5B $147.11 -$446M +275,311 +2.7%
76 T 0.24% 52,524,575 $1.5B $28.99 $241M +924,111 +1.8%
77 PFE 0.23% 51,891,636 $1.5B $28.08 $198M +1,351,517 +2.7%
78 KLAC 0.23% 987,584 $1.5B $1,472.41 $290M +29,744 +3.1%
79 TMO 0.22% 2,934,842 $1.4B $491.53 -$205M +91,188 +3.2%
80 F-PD 0.22% 124,672,198 $1.4B $11.54 -$556M -27,344,886 -18.0%
81 C 0.22% 12,617,529 $1.4B $113.41 -$43M -12,302 -0.1%
82 PH 0.22% 1,563,895 $1.4B $896.77 $15M -14,266 -0.9%
83 DIS 0.21% 13,765,486 $1.3B $96.38 -$201M +334,554 +2.5%
84 CRM 0.20% 7,001,546 $1.3B $186.67 -$522M +98,395 +1.4%
85 FNDC 0.20% 28,030,618 $1.3B $46.36 $32M -420,832 -1.5%
86 SCHG 0.20% 43,506,074 $1.3B $29.13 $36M +5,761,202 +15.3%
87 BLK 0.19% 1,290,785 $1.2B $962.40 -$111M +26,101 +2.1%
88 VTEB 0.19% 24,824,614 $1.2B $49.89 $82M +1,826,935 +7.9%
89 FITB 0.19% 26,478,466 $1.2B $46.46 $110M +2,539,443 +10.6%
90 ISRG 0.19% 2,623,702 $1.2B $460.99 -$237M +69,188 +2.7%
91 DUK 0.18% 9,104,608 $1.2B $130.97 $146M +173,481 +1.9%
92 AXP 0.18% 3,871,148 $1.2B $302.52 -$239M +60,381 +1.6%
93 EQIX 0.18% 1,192,726 $1.2B $980.24 $204M -67,324 -5.3%
94 BKNG 0.18% 277,258 $1.2B $4,210.63 -$96M +41,343 +17.5%
95 TJX 0.18% 7,194,240 $1.1B $159.70 $67M +150,690 +2.1%
96 GILD 0.18% 8,181,780 $1.1B $139.37 $158M +174,990 +2.2%
97 ADM 0.17% 15,310,233 $1.1B $72.69 $30M -3,518,907 -18.7%
98 SNDK 0.17% 1,744,286 $1.1B $635.34 $718M +102,118 +6.2%
99 SCCR 0.17% 41,823,942 $1.1B $25.72 $96M +3,919,863 +10.3%
100 UBER 0.17% 14,905,928 $1.1B $71.93 -$120M +313,216 +2.1%

New Positions

SymbolValue% Port
JPIE $400M 0.06%
PYLD $393M 0.06%
PDBC $95M 0.01%
FENY $82M 0.01%
SUNB $78M 0.01%
PIPR $66M 0.01%
AZN $52M 0.01%
VSNTV $50M 0.01%
EWC $48M 0.01%
EMGF $35M 0.01%
INDV $35M 0.01%
FPS $22M —%
XXI $18M —%
DFTX $15M —%
CBC $7M —%

Sold Out Positions

SymbolValue% Port
BBUC —%
TCI —%
PNFP —%
ADV —%
IJT —%
GRWG —%
GNSS —%
AFCG —%
LILA —%
AMTX —%
BLNK —%
MGYR —%
PZA —%
VAW —%
IUSB —%
View SEC EDGAR Filings for CHARLES SCHWAB INVESTMENT MANAGEMENT INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms