Stocks
MAX
CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK

0000884546

City

SAN FRANCISCO

State / Country

CA

Stock

MAX — MediaAlpha, Inc.

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 MAX

Shares Held

Position Value (USD)

14 of 14 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$3,623,630	279,817	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$3,183,372	279,734	-10.2%	Shares	Sole	2025-11-10
2025-06-30	$3,411,921	311,591	-2.9%	Shares	Sole	2025-08-12
2025-03-31	$2,964,552	320,839	-1.1%	Shares	Sole	2025-09-15
2024-12-31	$3,663,571	324,497	+18.5%	Shares	Sole	2025-02-06
2024-09-30	$4,961,125	273,944	+58.2%	Shares	Sole	2024-11-12
2024-03-31	$3,527,635	173,178	+1.1%	Shares	Sole	2024-05-09
2023-12-31	$1,909,604	171,265	+2.9%	Shares	Sole	2024-02-06
2023-09-30	$1,375,190	166,488	+10.4%	Shares	Sole	2023-11-08
2021-12-31	$2,327,703	150,758	+2.4%	Shares	Sole	2022-02-11
2021-09-30	$2,749,023	147,164	-1.6%	Shares	Sole	2021-11-16
2021-06-30	$6,299,086	149,622	+36.7%	Shares	Sole	2021-08-16
2021-03-31	$3,877,990	109,455	+66.7%	Shares	Sole	2021-05-17
2020-12-31	$2,565,297	65,659	—	Shares	Sole	2021-02-16
No quarters match your search.