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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK
884546
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

3,292 positions · $575,191,102,531 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in LPLA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $132,504,785 440,464
2025-12-31 $149,502,075 418,574
2025-09-30 $134,790,018 405,152
2025-06-30 $145,536,731 388,129
2025-03-31 $115,807,887 354,001
2024-12-31 $109,625,405 335,749
2024-09-30 $74,863,358 321,813
2024-06-30 $87,117,580 311,914
2024-03-31 $79,398,705 300,525
2023-12-31 $66,799,869 293,471
2023-09-30 $67,476,439 283,932
2023-06-30 $106,592,665 490,239
2023-03-31 $100,620,326 497,136
2022-12-31 $107,775,228 498,567
2022-09-30 $104,704,792 479,242
2022-06-30 $122,194,571 662,373
2022-03-31 $122,578,097 670,999
2021-12-31 $104,325,049 651,665
2021-09-30 $100,438,796 640,717
2021-06-30 $84,571,314 626,547
2021-03-31 $86,836,445 610,836
2020-12-31 $62,074,057 595,606
2020-09-30 $44,936,440 586,102
2020-06-30 $46,451,843 592,498
2020-03-31 $31,667,755 581,807