CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Top Portfolio Positions
3,286 positions ·
$570,011,380,650 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
160,788,892 | $28,041,582,764 | 4.92% | |
| AAPL |
Apple Inc.
Technology
|
102,344,793 | $25,974,085,015 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
52,519,324 | $19,441,078,164 | 3.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,597,967 | $13,870,358,587 | 2.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,918,971 | $11,766,659,300 | 2.06% | |
| AVGO |
Broadcom Inc.
Technology
|
33,710,329 | $10,433,683,927 | 1.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,403,780 | $8,812,964,650 | 1.55% | |
| CVX |
Chevron Corp
Energy
|
36,118,480 | $7,472,913,511 | 1.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
19,943,635 | $7,414,046,311 | 1.30% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
49,765,225 | $5,986,258,914 | 1.05% |
Portfolio Trend
Holdings in PTLO
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,335,762 | 630,579 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,920,550 | 643,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,192,143 | 494,906 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,639,165 | 483,219 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,485,760 | 461,376 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $4,345,262 | 462,262 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,174,876 | 458,417 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,197,377 | 431,829 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,444,325 | 383,944 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,023,387 | 378,116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,577,243 | 362,394 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,946,021 | 308,301 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,297,012 | 294,666 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,008,861 | 245,641 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,883,694 | 197,242 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,397,760 | 146,652 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,871,834 | 157,648 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,598,940 | 149,146 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||