CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Top Portfolio Positions
3,292 positions ·
$575,593,483,935 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
25 quarters · across all stocks
Holdings in UFCS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,539,857 | 203,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,335,539 | 201,803 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,115,423 | 201,033 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,589,669 | 194,762 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,493,288 | 186,466 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $6,708,737 | 235,808 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,873,837 | 280,642 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,235,811 | 336,706 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,194,075 | 376,393 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,315,430 | 363,590 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,643,445 | 336,377 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,080,230 | 312,455 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,545,223 | 321,854 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,910,495 | 325,676 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,968,965 | 346,988 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,707,515 | 342,025 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,457,801 | 304,403 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,471,540 | 279,066 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,022,123 | 260,698 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,831,729 | 246,366 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,027,907 | 230,687 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,531,236 | 220,368 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,214,571 | 207,410 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,555,688 | 200,494 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $6,484,368 | 198,846 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||