CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Top Portfolio Positions
3,292 positions ·
$575,593,483,935 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
160,788,892 | $28,041,582,764 | 4.87% | |
| AAPL |
Apple Inc.
Technology
|
102,344,793 | $25,974,085,015 | 4.51% | |
| MSFT |
Microsoft Corp
Technology
|
52,519,324 | $19,441,078,164 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,597,967 | $13,870,358,587 | 2.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,918,971 | $11,766,659,300 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
33,710,329 | $10,433,683,927 | 1.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,403,780 | $8,812,964,650 | 1.53% | |
| CVX |
Chevron Corp
Energy
|
36,118,480 | $7,472,913,511 | 1.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
19,943,635 | $7,414,046,311 | 1.29% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
49,765,225 | $5,986,258,914 | 1.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EPR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,551,864 | 1,372,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,101,128 | 1,344,712 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $77,017,672 | 1,327,662 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $77,111,770 | 1,323,580 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $70,200,942 | 1,334,365 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $61,119,728 | 1,380,301 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $66,199,096 | 1,349,900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $54,378,079 | 1,295,333 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $54,494,380 | 1,283,731 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $60,291,858 | 1,244,414 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $50,996,248 | 1,227,642 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,631,394 | 1,188,705 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $44,580,086 | 1,170,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $42,715,825 | 1,132,445 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $39,110,744 | 1,090,651 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,637,110 | 1,057,684 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $56,057,124 | 1,024,623 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $46,228,095 | 973,428 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $45,335,136 | 918,087 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $47,086,753 | 893,826 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $40,676,517 | 873,074 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,833,650 | 856,420 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,829,510 | 830,164 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $33,827,982 | 1,021,068 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $17,548,261 | 724,536 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||