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CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F portfolio summary

CHARLES SCHWAB INVESTMENT MANAGEMENT INC of CHARLES SCHWAB INVESTMENT MANAGEMENT INC has 3398 current stock holdings with a reported portfolio value of $654.47B. The portfolio 1 year return is +14.01%. Top holdings include BHF (0.00%), BFAM (0.00%), AWK (0.00%), AWR (0.00%), BRSP (0.00%).

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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Latest filing: 2026-03-31

CHARLES SCHWAB INVESTMENT MANAGEMENT INC runs CHARLES SCHWAB INVESTMENT MANAGEMENT INC and currently holds 3,398 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $654.47B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHARLES SCHWAB INVESTMENT MANAGEMENT INC ranks #577 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio at CHARLES SCHWAB INVESTMENT MANAGEMENT INC has delivered returns of +14.01%. Their 3-year annualized return is +61.51%. Looking at the 5-year horizon, CHARLES SCHWAB INVESTMENT MANAGEMENT INC has achieved +76.15% annualized returns at CHARLES SCHWAB INVESTMENT MANAGEMENT INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.01%
#903/1000
3 Year
+61.51%
#640/1000
5 Year
+76.15%
#440/1000

Portfolio Value

$654.47B

Alpha Score

51.6

#577 of 1000

Holdings

3,398

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change