CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK
884546
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

3,286 positions · $570,011,380,650 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in CTO

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Shares Held

Position Value (USD)

21 quarters on record
Report Date Value (USD) Shares
2026-03-31 $5,772,152 312,177
2025-12-31 $5,387,981 292,666
2025-09-30 $4,511,220 276,762
2025-06-30 $6,406,670 371,186
2025-03-31 $6,549,025 339,152
2024-12-31 $7,728,330 392,102
2024-09-30 $3,067,754 161,291
2024-06-30 $1,071,136 61,348
2024-03-31 $982,845 57,985
2023-12-31 $1,034,497 59,694
2023-09-30 $967,639 59,694
2023-06-30 $995,559 58,084
2023-03-31 $1,011,142 58,583
2022-12-31 $886,781 48,511
2022-09-30 $880,648 46,993
2022-06-30 $313,830 15,404
2022-03-31 $343,449 15,536
2021-12-31 $318,073 15,536
2021-09-30 $273,871 15,283
2021-06-30 $264,388 14,820
2021-03-31 $257,068 14,828