CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK
0000884546
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

2,805 positions · $472,130,240,462 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
155,997,363 $29,093,508,199 6.16%
AAPL
Apple Inc.
Technology
99,788,496 $27,128,500,522 5.75%
MSFT
Microsoft Corp
Technology
50,877,398 $24,605,327,220 5.21%
AMZN
Amazon Com Inc
Consumer Cyclical
64,023,640 $14,777,936,584 3.13%
GOOGL
Alphabet Inc.
Communication Services
39,884,109 $12,483,726,117 2.64%
AVGO
Broadcom Inc.
Technology
32,702,882 $11,318,467,460 2.40%
META
Meta Platforms, Inc.
Communication Services
15,552,366 $10,265,961,272 2.17%
TSLA
Tesla, Inc.
Consumer Cyclical
19,730,256 $8,873,090,728 1.88%
LLY
ELI LILLY & Co
Healthcare
5,758,206 $6,188,229,399 1.31%
JPM
Jpmorgan Chase & Co
Financial Services
18,672,279 $6,016,581,738 1.27%

Portfolio Trend

46 quarters · across all stocks

Holdings in BEN

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Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2025-12-31 $75,681,656 3,167,922
2025-09-30 $73,301,653 3,169,116
2025-06-30 $77,191,789 3,236,553
2025-03-31 $60,760,834 3,156,407
2024-12-31 $62,857,993 3,097,979
2024-09-30 $60,421,266 2,998,574
2024-03-31 $56,422,532 2,007,205
2023-12-31 $55,955,659 1,878,337
2023-09-30 $45,248,412 1,840,863
2021-12-31 $150,288,484 4,487,563
2021-09-30 $126,685,720 4,262,642
2021-06-30 $125,154,956 3,912,315
2021-03-31 $105,468,736 3,563,133
2020-12-31 $94,266,028 3,772,150
2020-09-30 $75,887,693 3,729,125
2020-06-30 $73,351,004 3,497,902
2020-03-31 $44,664,459 2,676,121