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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK
884546
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

3,292 positions · $575,593,483,935 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in OTIS

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $188,735,621 2,448,568
2025-12-31 $207,272,290 2,372,894
2025-09-30 $216,183,400 2,364,469
2025-06-30 $234,369,843 2,366,894
2025-03-31 $240,848,985 2,333,808
2024-12-31 $213,418,078 2,304,482
2024-09-30 $232,466,487 2,236,545
2024-06-30 $215,453,945 2,238,250
2024-03-31 $217,956,020 2,195,588
2023-12-31 $194,499,190 2,173,904
2023-09-30 $171,264,528 2,132,543
2023-06-30 $188,343,646 2,115,983
2023-03-31 $179,043,881 2,121,373
2022-12-31 $165,308,259 2,110,947
2022-09-30 $132,828,154 2,081,946
2022-06-30 $144,234,289 2,040,955
2022-03-31 $156,981,462 2,040,045
2021-12-31 $173,076,352 1,987,784
2021-09-30 $166,954,512 2,029,102
2021-06-30 $157,018,842 1,920,250
2021-03-31 $129,409,653 1,890,572
2020-12-31 $138,687,580 2,053,110
2020-09-30 $127,863,624 2,048,440
2020-06-30 $116,154,347 2,042,813