CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Top Portfolio Positions
3,278 positions ·
$569,970,550,912 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 UPBD
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,887,544 | 1,268,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,696,064 | 1,235,539 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,039,667 | 1,144,294 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,375,089 | 1,090,641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,197,198 | 1,051,636 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $28,417,005 | 974,186 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $29,240,363 | 914,047 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $29,276,164 | 831,473 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $27,527,691 | 810,353 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,248,717 | 823,386 | Shares | Sole | 2023-11-08 | |
| 2021-12-31 | $25,179,157 | 524,129 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,962,877 | 515,262 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $26,980,947 | 508,403 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $25,444,262 | 441,281 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,358,656 | 453,347 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,174,883 | 507,691 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,675,244 | 527,507 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $7,634,935 | 539,953 | Shares | Sole | 2020-05-15 | |
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