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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 OLLI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $67,380,275 732,076
2025-12-31 $76,415,378 697,157
2025-09-30 $91,732,170 714,425
2025-06-30 $95,079,665 721,503
2025-03-31 $86,525,528 743,602
2024-12-31 $82,961,476 756,051
2024-09-30 $73,255,557 753,658
2024-06-30 $73,452,757 748,220
2024-03-31 $59,018,580 741,719
2023-12-31 $55,826,277 735,621
2023-09-30 $55,757,919 722,440
2023-06-30 $37,146,164 641,225
2023-03-31 $37,872,481 653,650
2022-12-31 $30,769,617 656,909
2022-09-30 $32,382,250 627,563
2022-06-30 $35,027,807 596,218
2022-03-31 $23,962,014 557,775
2021-12-31 $26,573,189 519,109
2021-09-30 $30,045,420 498,431
2021-06-30 $39,513,505 469,672
2021-03-31 $39,258,054 451,242
2020-12-31 $34,782,668 425,372
2020-09-30 $36,880,567 422,216
2020-06-30 $41,729,262 427,335
2020-03-31 $18,639,338 402,230