CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Est. AUM

$512.2M

13F long equity, this entity only

Positions

3,451

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$28.0M	160788892	5.47%	SOLE
2	APPLE INC	COM	$26.0M	102344793	5.07%	SOLE
3	AMAZON COM INC	COM	$13.9M	66597967	2.71%	SOLE
4	ALPHABET INC	CAP STK CL A	$11.8M	40918971	2.30%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$11.7M	419422622	2.28%	SOLE
6	ALPHABET INC	CAP STK CL C	$9.3M	32422163	1.82%	SOLE
7	TESLA INC	COM	$7.4M	19943635	1.45%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$7.0M	143031375	1.37%	SOLE
9	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$6.2M	249546261	1.21%	SOLE
10	SCHWAB STRATEGIC TR	MORTGAGE BACKED	$6.0M	234773256	1.17%	SOLE
11	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$5.8M	179241792	1.13%	SOLE
12	HOME DEPOT INC	COM	$5.6M	17033983	1.09%	SOLE
13	JPMORGAN CHASE & CO	COM	$5.6M	19025501	1.09%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.5M	11381789	1.06%	SOLE
15	ELI LILLY & CO	COM	$5.4M	5897450	1.06%	SOLE
16	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$4.7M	124019404	0.93%	SOLE
17	PEPSICO INC	COM	$4.7M	30210808	0.92%	SOLE
18	AMGEN INC	COM	$4.5M	12773386	0.88%	SOLE
19	QUALCOMM INC	COM	$4.0M	30864702	0.78%	SOLE
20	ACCENTURE PLC IRELAND	SHS CLASS A	$3.9M	19500406	0.76%	SOLE
21	BRISTOL-MYERS SQUIBB CO	COM	$3.7M	61115373	0.72%	SOLE
22	ALTRIA GROUP INC	COM	$3.6M	54029137	0.70%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$3.4M	3400303	0.66%	SOLE
24	NETFLIX INC.	COM	$3.0M	31411646	0.59%	SOLE
25	MASTERCARD INCORPORATED	CL A	$3.0M	6003161	0.59%	SOLE
26	ABBVIE INC	COM	$2.8M	12908395	0.55%	SOLE
27	BLACKSTONE INC	COM	$2.5M	21359609	0.48%	SOLE
28	ADVANCED MICRO DEVICES INC	COM	$2.4M	11900631	0.47%	SOLE
29	PALANTIR TECHNOLOGIES INC	CL A	$2.4M	16400260	0.47%	SOLE
30	CATERPILLAR INC	COM	$2.4M	3344063	0.46%	SOLE
31	MICRON TECHNOLOGY INC	COM	$2.4M	6984665	0.46%	SOLE
32	EOG RES INC	COM	$2.4M	16279433	0.46%	SOLE
33	AUTOMATIC DATA PROCESSING IN	COM	$2.3M	11561745	0.46%	SOLE
34	SLB LIMITED	COM STK	$2.2M	43775161	0.44%	SOLE
35	GE AEROSPACE	COM NEW	$2.2M	7715990	0.43%	SOLE
36	UNITED PARCEL SVCS INC	CL B	$2.2M	22112857	0.42%	SOLE
37	BANK AMERICA CORP	COM	$2.2M	44138442	0.42%	SOLE
38	LINDE PLC	SHS	$1.9M	3865226	0.37%	SOLE
39	WELLTOWER INC	COM	$1.7M	8829439	0.34%	SOLE
40	MCDONALDS CORP	COM	$1.7M	5526902	0.34%	SOLE
41	GE VERNOVA INC	COM	$1.7M	1960471	0.33%	SOLE
42	TARGET CORP	COM	$1.7M	14008200	0.33%	SOLE
43	SCHWAB STRATEGIC TR	MUN BD ETF	$1.7M	66306294	0.33%	SOLE
44	APPLIED MATLS INC	COM	$1.7M	4937561	0.33%	SOLE
45	ONEOK INC NEW	COM	$1.7M	18368622	0.32%	SOLE
46	LAM RESEARCH CORP	COM NEW	$1.7M	7767896	0.32%	SOLE
47	WELLS FARGO & CO	COM	$1.7M	20822786	0.32%	SOLE
48	GOLDMAN SACHS GROUP INC	COM	$1.6M	1923317	0.32%	SOLE
49	INTERNATIONAL BUSINESS MACHS	COM	$1.6M	6704244	0.32%	SOLE
50	NEXTERA ENERGY INC	COM	$1.6M	17347371	0.31%	SOLE

1–50 of 3,451

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.