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 HALO

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $83,342,517 1,289,533
2025-12-31 $83,575,091 1,241,829
2025-09-30 $92,509,242 1,261,375
2025-06-30 $69,854,068 1,342,831
2025-03-31 $111,594,182 1,748,851
2024-12-31 $85,253,692 1,783,177
2024-09-30 $101,509,244 1,773,397
2024-06-30 $93,596,013 1,787,548
2024-03-31 $67,833,045 1,667,479
2023-12-31 $64,167,069 1,736,122
2023-09-30 $64,877,313 1,698,359
2023-06-30 $60,686,223 1,682,457
2023-03-31 $64,387,385 1,685,975
2022-12-31 $91,780,041 1,613,006
2022-09-30 $63,682,293 1,610,579
2022-06-30 $55,348,348 1,257,917
2022-03-31 $52,848,856 1,325,197
2021-12-31 $52,056,469 1,294,615
2021-09-30 $53,472,476 1,314,466
2021-06-30 $55,819,924 1,229,243
2021-03-31 $47,704,574 1,144,269
2020-12-31 $40,408,486 946,113
2020-09-30 $24,869,210 946,317
2020-06-30 $23,999,266 895,161
2020-03-31 $15,266,565 848,614