Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$350,182,084
+$84,721,063 QoQ
Shares Held
4,607,659
+4.5% QoQ
Ownership
0.767%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#19
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $32,682,327,528 across 100 Software - Infrastructure names. XYZ ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,298,999 | $19,508,572,606 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,382,853 | $2,176,680,529 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,699,013 | $2,064,943,846 | |
| 4 | ORCL |
Oracle Corp
|
10,531,224 | $1,543,350,876 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,972,808 | $1,521,092,173 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,967,178 | $763,057,884 | |
| 7 | SNPS |
Synopsys Inc
|
1,492,070 | $665,567,664 | |
| 8 | NET |
Cloudflare, Inc.
|
1,795,993 | $440,521,162 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,182,084 | 4,607,659 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $265,461,021 | 4,411,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $271,906,250 | 4,177,389 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,279,681 | 4,044,274 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $178,719,278 | 2,630,933 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $136,600,234 | 2,514,269 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $200,847,858 | 2,363,194 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $147,846,306 | 2,202,388 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $139,099,512 | 2,156,916 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $173,792,700 | 2,054,773 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $167,640,036 | 2,167,292 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $90,566,803 | 2,046,245 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $133,509,530 | 2,005,551 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $128,301,358 | 1,868,920 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $114,480,215 | 1,821,773 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $93,809,255 | 1,705,933 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $97,034,707 | 1,578,827 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $209,027,671 | 1,541,502 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $193,619,964 | 1,198,811 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $283,512,225 | 1,182,089 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $279,823,644 | 1,147,759 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $255,108,157 | 1,123,577 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $261,183,670 | 1,200,072 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $187,935,433 | 1,156,170 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $109,865,883 | 1,046,940 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $55,688,739 | 1,063,168 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||