CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Top Portfolio Positions
3,289 positions ·
$575,437,200,517 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 | 4.87% | |
| AAPL |
Apple Inc.
Technology
|
102,344,793 | $25,974,085,015 | 4.51% | |
| MSFT |
Microsoft Corp
Technology
|
52,519,324 | $19,441,078,164 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,597,967 | $13,870,358,587 | 2.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,918,971 | $11,766,659,300 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
33,710,329 | $10,433,683,927 | 1.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,403,780 | $8,812,964,650 | 1.53% | |
| CVX |
Chevron Corp
Energy
|
36,118,480 | $7,472,913,511 | 1.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
19,943,635 | $7,414,046,311 | 1.29% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
49,765,225 | $5,986,258,914 | 1.04% |
Portfolio Trend
23 quarters · across all stocks
Holdings in SWX
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,470,515 | 833,953 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $67,805,517 | 911,487 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,655,118 | 970,127 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $70,054,023 | 990,723 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $72,123,265 | 977,810 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $66,347,507 | 942,704 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $68,706,944 | 902,495 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $36,560,298 | 577,116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $34,037,893 | 563,448 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,843,802 | 578,850 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $35,458,797 | 567,795 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,912,282 | 548,033 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $37,395,834 | 536,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,594,826 | 523,597 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,857,278 | 534,644 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $33,360,261 | 476,235 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,322,522 | 453,387 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $37,436,402 | 565,590 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $37,279,228 | 542,559 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $32,996,058 | 543,145 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $33,406,717 | 529,425 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $36,592,702 | 529,945 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $35,057,474 | 503,989 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||