Back to investors
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Latest filing: 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC runs CHARLES SCHWAB INVESTMENT MANAGEMENT INC and currently holds 3,439 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $751.32B. Their top holdings are NVDA, AAPL, MSFT, AMZN, GOOGL. The top five represent 14.8% of reported portfolio weight. CHARLES SCHWAB INVESTMENT MANAGEMENT INC ranks #481 out of 1000 investors tracked by Alpha Score. They added to 69 existing positions. They trimmed 31 positions. Their current best-performing preview position is AGL with returns of +1,254.99%.
Sign in to enable email alerts for this investor.
Showper page
3,439 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 4.27% | $27.30 | $214.76 | +686.67% | Trimmed -0.36% |
 AAPL APPLE INC | 3.90% | $69.02 | $309.35 | +348.20% | Trimmed -0.95% |
 MSFT MICROSOFT CORP | 2.60% | $150.62 | $483.24 | +220.83% | Trimmed -0.42% |
 AMZN AMAZON COM INC | 2.09% | $96.15 | $258.63 | +168.99% | Trimmed -0.85% |
 GOOGL ALPHABET INC | 1.95% | $79.43 | $344.82 | +334.12% | Added +0.15% |
 AVGO BROADCOM INC | 1.68% | $74.62 | $368.45 | +393.77% | Trimmed -0.91% |
 FNDX SCHWAB STRATEGIC TR | 1.55% | $22.55 | $32.52 | +44.19% | Trimmed -10.60% |
 GOOG ALPHABET INC | 1.53% | $72.47 | $341.75 | +371.57% | Added +0.61% |
 META META PLATFORMS INC | 1.16% | $209.07 | $549.90 | +163.02% | Added +0.22% |
 UNH UNITEDHEALTH GROUP INC | 1.10% | $270.76 | $389.96 | +44.02% | Trimmed -4.74% |
Showing 1-10 of 3,439