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Asset Manager ← All Institutions

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Q2 2025 · Filed 2025-09-15
Market Value
$569.5B
+7.5%
Holdings
3,467
+78
New Purchases
148
Added To
2,173
Closed
114
Reduced
972
Top 10 Concentration
23.3%
Turnover
7.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.32% 3.09% +1.23% $24.6B
MSFT 4.43% 3.48% +0.95% $25.3B
AVGO 1.67% 1.07% +0.60% $9.5B
META 1.88% 1.54% +0.33% $10.7B
AMZN 2.39% 2.16% +0.23% $13.6B
SCMB 0.23% 0.01% +0.23% $1.3B
NFLX 0.67% 0.49% +0.18% $3.8B
TSLA 1.04% 0.89% +0.15% $5.9B
SCHG 0.17% 0.02% +0.15% $958M
ORCL 0.42% 0.29% +0.13% $2.4B
PLTR 0.34% 0.22% +0.12% $1.9B
GOOGL 1.23% 1.12% +0.10% $7.0B
JPM 1.01% 0.92% +0.09% $5.7B
SPEM 0.08% 0.00% +0.08% $467M
GOOG 0.98% 0.90% +0.08% $5.6B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VMBS 0.03% 0.96% -0.94% $153M
AAPL 3.61% 4.09% -0.48% $20.6B
UNH 0.41% 0.70% -0.29% $2.3B
PRF 0.00% 0.19% -0.19% $0
MUB 0.00% 0.18% -0.18% $6M
CVX 0.87% 1.06% -0.18% $5.0B
BRK-B 0.93% 1.09% -0.16% $5.3B
COP 0.64% 0.79% -0.16% $3.6B
PRFZ 0.00% 0.15% -0.15% $0
ABBV 0.87% 1.00% -0.13% $5.0B
FNDA 0.91% 1.04% -0.13% $5.2B
BMY 0.58% 0.70% -0.12% $3.3B
VZ 0.82% 0.94% -0.12% $4.7B
KO 0.85% 0.95% -0.10% $4.8B
FNDC 0.22% 0.32% -0.10% $1.3B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $245.8B 43.2%
Large Cap 860 $259.5B 45.6%
Mid Cap 987 $51.8B 9.1%
Small Cap 1,068 $12.0B 2.1%
Micro Cap 480 $481M 0.1%

Portfolio Analytics

Avg Market Cap
$29.4B
Median Market Cap
$2.7B
Avg P/E
33.1
Median P/E
20.2
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
3,322
# ETFs / Funds
145

Top Holdings (3,467 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.43% 50,768,204 $25.3B $497.41 $6.8B +1,610,542 +3.3%
2 NVDA 4.32% 155,668,775 $24.6B $157.99 $8.2B +4,594,000 +3.0%
3 AAPL 3.61% 100,179,593 $20.6B $205.17 -$1.1B +2,633,226 +2.7%
4 AMZN 2.39% 61,911,985 $13.6B $219.39 $2.2B +1,824,378 +3.0%
5 META 1.88% 14,489,621 $10.7B $738.09 $2.5B +299,456 +2.1%
6 FNDX 1.73% 402,245,815 $9.9B $24.54 $679M +12,903,364 +3.3%
7 AVGO 1.67% 34,474,085 $9.5B $275.62 $3.8B +658,652 +1.9%
8 GOOGL 1.23% 39,640,224 $7.0B $176.23 $1.0B +1,150,089 +3.0%
9 TSLA 1.04% 18,576,698 $5.9B $317.66 $1.2B +451,908 +2.5%
10 FNDF 1.03% 146,664,554 $5.9B $40.02 $484M -2,359,892 -1.6%
11 JPM 1.01% 19,788,561 $5.7B $289.88 $869M -57,502 -0.3%
12 GOOG 0.98% 31,503,035 $5.6B $177.39 $794M +815,358 +2.7%
13 SCHR 0.97% 221,741,946 $5.6B $25.03 $97M +2,372,455 +1.1%
14 HD 0.94% 14,568,860 $5.3B $366.65 $60M +155,021 +1.1%
15 CSCO 0.93% 76,640,882 $5.3B $69.37 $493M -1,541,961 -2.0%
16 BRK-B 0.93% 10,937,991 $5.3B $485.77 -$482M +55,695 +0.5%
17 FNDA 0.91% 180,780,879 $5.2B $28.65 -$307M -19,508,409 -9.7%
18 CVX 0.87% 34,772,753 $5.0B $143.19 -$613M +1,342,723 +4.0%
19 ABBV 0.87% 26,783,329 $5.0B $185.59 -$322M +1,519,397 +6.0%
20 KO 0.85% 68,523,067 $4.8B $70.75 -$182M -1,710,308 -2.4%
21 VZ 0.82% 107,719,685 $4.7B $43.26 -$323M -2,146,720 -1.9%
22 TXN 0.80% 21,926,224 $4.6B $207.62 $614M +10,400 +0.1%
23 V 0.80% 12,820,885 $4.6B $355.05 $118M +169,673 +1.3%
24 MRK 0.75% 53,865,466 $4.3B $79.16 -$155M +4,636,183 +9.4%
25 LLY 0.73% 5,359,653 $4.2B $779.53 -$156M +112,105 +2.1%
26 FNDE 0.70% 120,408,653 $4.0B $33.01 $226M -1,304,249 -1.1%
27 PEP 0.67% 29,031,404 $3.8B $132.04 -$136M +2,556,163 +9.7%
28 NFLX 0.67% 2,854,638 $3.8B $1,339.13 $1.2B +57,969 +2.1%
29 MO 0.64% 62,162,568 $3.6B $58.63 -$154M -1,126,205 -1.8%
30 LMT 0.64% 7,847,690 $3.6B $463.10 $47M -183,838 -2.3%
31 COP 0.64% 40,382,724 $3.6B $89.74 -$586M +293,897 +0.7%
32 XOM 0.63% 33,500,304 $3.6B $107.81 -$239M +1,126,912 +3.5%
33 AMGN 0.63% 12,893,677 $3.6B $279.21 -$203M +687,735 +5.6%
34 BMY 0.58% 70,802,680 $3.3B $46.29 -$419M +10,195,775 +16.8%
35 MA 0.54% 5,465,299 $3.1B $561.94 $131M +101,222 +1.9%
36 COST 0.54% 3,077,800 $3.0B $989.94 $199M +66,403 +2.2%
37 WMT 0.53% 31,110,707 $3.0B $97.78 $292M -219,295 -0.7%
38 JNJ 0.51% 18,951,337 $2.9B $152.76 -$236M +67,517 +0.4%
39 PG 0.49% 17,385,571 $2.8B $159.33 -$142M +294,673 +1.7%
40 UPS 0.46% 25,792,139 $2.6B $100.94 -$151M +746,667 +3.0%
41 ORCL 0.42% 11,026,370 $2.4B $218.44 $875M +60,245 +0.6%
42 PM 0.42% 13,193,482 $2.4B $182.15 $279M -195,979 -1.5%
43 UNH 0.41% 7,502,469 $2.3B $311.94 -$1.4B +438,300 +6.2%
44 EOG 0.40% 19,264,502 $2.3B $119.61 -$179M -101,133 -0.5%
45 BAC 0.35% 42,420,930 $2.0B $47.32 $240M +69,891 +0.2%
46 IBM 0.35% 6,695,273 $2.0B $294.78 $329M +79,479 +1.2%
47 FAST 0.34% 45,995,937 $1.9B $42.00 $178M +23,380,022 +103.4%
48 PLTR 0.34% 14,042,239 $1.9B $136.32 $765M +427,840 +3.1%
49 GE 0.32% 7,154,078 $1.8B $257.39 $451M +208,027 +3.0%
50 ABT 0.31% 13,177,029 $1.8B $136.01 $56M +87,703 +0.7%
51 CRM 0.31% 6,478,800 $1.8B $272.69 $66M +141,925 +2.2%
52 OKE 0.31% 21,570,904 $1.8B $81.63 -$319M +613,674 +2.9%
53 WFC 0.30% 21,516,195 $1.7B $80.12 $170M -132,913 -0.6%
54 PAYX 0.28% 11,033,312 $1.6B $145.46 -$59M +251,139 +2.3%
55 TGT 0.28% 16,247,590 $1.6B $98.65 -$64M +277,176 +1.7%
56 SLB 0.28% 47,186,493 $1.6B $33.80 -$398M -501,885 -1.1%
57 MCD 0.28% 5,404,137 $1.6B $292.17 -$198M -285,243 -5.0%
58 VLO 0.28% 11,724,707 $1.6B $134.42 $65M +286,942 +2.5%
59 F-PD 0.28% 145,172,134 $1.6B $10.85 $170M +5,118,228 +3.6%
60 ACN 0.27% 5,237,994 $1.6B $298.89 -$35M +108,941 +2.1%
61 MS 0.27% 10,980,120 $1.5B $140.86 $269M +28,420 +0.3%
62 AMD 0.27% 10,857,840 $1.5B $141.90 $457M +308,740 +2.9%
63 LIN 0.27% 3,283,553 $1.5B $469.18 $26M +31,422 +1.0%
64 RTX 0.27% 10,436,351 $1.5B $146.02 $153M +84,783 +0.8%
65 T 0.26% 51,957,557 $1.5B $28.94 $23M -416,354 -0.8%
66 INTU 0.26% 1,880,661 $1.5B $787.63 $352M +41,562 +2.3%
67 KMB 0.26% 11,482,657 $1.5B $128.92 -$122M +218,644 +1.9%
68 NOW 0.25% 1,381,635 $1.4B $1,028.08 $345M +30,404 +2.2%
69 DIS 0.24% 10,981,326 $1.4B $124.01 $289M +109,985 +1.0%
70 GS 0.24% 1,909,218 $1.4B $707.75 $301M -13,800 -0.7%
71 SCMB 0.23% 52,643,707 $1.3B $25.18 $1.3B +51,476,356 +4409.7%
72 ISRG 0.23% 2,424,936 $1.3B $543.41 $143M +53,526 +2.3%
73 CAT 0.23% 3,337,915 $1.3B $388.10 $206M +33,467 +1.0%
74 CMCSA 0.23% 36,154,170 $1.3B $35.68 $49M +2,517,906 +7.5%
75 BKNG 0.23% 222,809 $1.3B $5,789.24 $268M +926 +0.4%
76 UBER 0.23% 13,810,255 $1.3B $93.30 $293M +149,954 +1.1%
77 BLK 0.22% 1,220,615 $1.3B $1,049.26 $227M +106,995 +9.6%
78 FNDC 0.22% 30,093,504 $1.3B $42.05 -$428M -16,680,311 -35.7%
79 AXP 0.22% 3,885,227 $1.2B $318.98 $202M +31,003 +0.8%
80 AMT 0.22% 5,563,565 $1.2B $221.02 $64M +208,213 +3.9%
81 TMO 0.21% 3,000,562 $1.2B $405.46 -$239M +75,508 +2.6%
82 VTEB 0.21% 24,661,592 $1.2B $49.03 -$324M -6,228,131 -20.2%
83 PFE 0.21% 49,165,032 $1.2B $24.24 -$25M +1,135,457 +2.4%
84 NEE 0.20% 16,786,728 $1.2B $69.45 $149K +340,315 +2.1%
85 C 0.20% 13,561,169 $1.2B $85.12 $188M -45,294 -0.3%
86 PLD 0.20% 10,875,240 $1.1B $105.12 -$30M +379,308 +3.6%
87 ADBE 0.20% 2,922,630 $1.1B $386.88 $19M +24,461 +0.8%
88 WELL 0.20% 7,329,291 $1.1B $153.73 $61M +372,697 +5.4%
89 IGSB 0.20% 21,142,040 $1.1B $52.76 -$583K -168,577 -0.8%
90 PH 0.20% 1,593,277 $1.1B $698.47 $144M -1,070 -0.1%
91 SPGI 0.20% 2,108,694 $1.1B $527.29 $59M +35,630 +1.7%
92 PGR 0.19% 4,129,069 $1.1B $266.86 -$55M +42,909 +1.1%
93 QCOM 0.19% 6,677,843 $1.1B $159.26 $32M -37,375 -0.6%
94 DUK 0.18% 8,691,150 $1.0B $117.96 -$30M +34,906 +0.4%
95 GIS 0.18% 19,307,064 $1.0B $51.81 -$138M +265,870 +1.4%
96 AGG 0.17% 9,915,526 $984M $99.20 -$48M -512,628 -4.9%
97 SPIB 0.17% 29,180,418 $980M $33.58 -$405M -12,497,614 -30.0%
98 CINF 0.17% 6,470,538 $964M $148.92 $23M +106,266 +1.7%
99 FITB 0.17% 23,306,918 $959M $41.13 $61M +398,517 +1.7%
100 SCHG 0.17% 32,809,028 $958M $29.21 $849M +28,455,790 +653.7%

New Positions

SymbolValue% Port
QUAL $306M 0.05%
B $111M 0.02%
RKLB $79M 0.01%
EMRAF $37M 0.01%
GLXY $25M —%
CRWV $24M —%
CRCL $22M —%
RAL $21M —%
DEA $19M —%
SMA $16M —%
FWRD $14M —%
SCHK $13M —%
SPEU $11M —%
TIC $9M —%
OR $9M —%

Sold Out Positions

SymbolValue% Port
TSQ —%
TLYS —%
ET —%
STEM —%
LION —%
GCTS —%
TSM —%
ABOS —%
ARTV —%
DXLG —%
CSTE —%
DYAI —%
LTRX —%
DLHC —%
CRVO —%
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