Charles Schwab Investment Management Inc Incresed Positions in Q3 2025

Charles Schwab Investment Management Inc

  • $601 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
212K
+ 0.14%
$153.3 - $186.58 $32.4M - $39.5M
156M $29.1B
TSLA
Tesla, Inc.

Consumer Cyclical
780K
+ 4.2%
$293.94 - $444.72 $229M - $347M
19.4M $8.61B
GOOGL
Alphabet Inc.

Communication Services
107K
+ 0.27%
$174.36 - $254.72 $18.7M - $27.3M
39.7M $9.66B
AVGO
Broadcom Inc.

Technology
656K
+ 1.9%
$264.74 - $369.57 $174M - $242M
35.1M $11.6B
MSFT
Microsoft Corp

Technology
7.14K
+ 0.01%
$491.09 - $535.64 $3.5M - $3.82M
50.8M $26.3B
APP
App Lovin Corp

Technology
873K
+ 88.58%
$335.1 - $718.54 $292M - $627M
1.86M $1.34B
PLTR
Palantir Technologies Inc.

Technology
1.48M
+ 10.56%
$130.68 - $186.97 $194M - $277M
15.5M $2.83B
FNDX
Schwab Fundamental U S Large C

ETFs
6.96M
+ 1.73%
$24.38 - $26.34 $170M - $183M
409M $10.8B
JNJ
Johnson & Johnson

Healthcare
60.7K
+ 0.32%
$155.17 - $185.42 $9.42M - $11.3M
19M $3.53B
LMT
Lockheed Martin Corp

Industrials
676K
+ 8.62%
$410.74 - $499.21 $278M - $338M
8.52M $4.26B
CVX
Chevron Corp

Energy
303K
+ 0.87%
$145.57 - $161.83 $44.1M - $49M
35.1M $5.45B
FNDF
Schwab Fundamental Intl Large

ETFs
490K
+ 0.33%
$39.84 - $43.15 $19.5M - $21.2M
147M $6.32B
VLO
Valero Energy Corp

Energy
162K
+ 1.38%
$131.77 - $175.63 $21.4M - $28.5M
11.9M $2.02B
UNH
Unitedhealth Group Inc

Healthcare
559K
+ 7.46%
$237.77 - $353.61 $133M - $198M
8.06M $2.78B
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.45M
+ 1.2%
$33.13 - $36.31 $48M - $52.7M
122M $4.41B
GE
General Electric CO

Industrials
271K
+ 3.79%
$244.75 - $305.63 $66.3M - $82.9M
7.43M $2.23B
FAST
Fastenal CO

Industrials
382K
+ 0.83%
$42.47 - $50.39 $16.2M - $19.2M
46.4M $2.27B
AMZN
Amazon Com Inc

Consumer Cyclical
1.5M
+ 2.42%
$211.65 - $238.24 $318M - $357M
63.4M $13.9B
HOOD
Robinhood Markets, Inc.

Technology
342K
+ 6.81%
$91.27 - $143.18 $31.2M - $48.9M
5.36M $768M
CAT
Caterpillar Inc

Industrials
914
+ 0.03%
$390.92 - $477.15 $357K - $436K
3.34M $1.59B
WELL
Welltower Inc.

Real Estate
654K
+ 8.93%
$150.71 - $178.14 $98.6M - $117M
7.98M $1.42B
AMD
Advanced Micro Devices Inc

Technology
448K
+ 4.12%
$134.8 - $184.42 $60.3M - $82.6M
11.3M $1.83B
BAC
Bank Of America Corp

Financial Services
1.41M
+ 3.33%
$44.92 - $52.42 $63.4M - $74M
43.8M $2.26B
AMGN
Amgen Inc

Healthcare
657K
+ 5.1%
$271.18 - $309.22 $178M - $203M
13.6M $3.82B
MA
Mastercard Inc

Financial Services
315K
+ 5.77%
$550.18 - $598.96 $174M - $189M
5.78M $3.29B
SLB
Schlumberger Limited

Energy
5.36M
+ 11.36%
$32.37 - $37.31 $174M - $200M
52.5M $1.81B
VZ
Verizon Communications Inc

Communication Services
3M
+ 2.78%
$40.84 - $45.06 $122M - $135M
111M $4.87B
KLAC
Kla Corp

Technology
33.8K
+ 3.71%
$843.9 - $1078.6 $28.5M - $36.4M
944K $1.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29.9K
+ 0.27%
$459.11 - $506.91 $13.7M - $15.2M
11M $5.51B
XOM
Exxon Mobil Corp

Energy
297K
+ 0.89%
$105.83 - $117.22 $31.4M - $34.8M
33.8M $3.81B
F
Ford Motor CO

Consumer Cyclical
2.76M
+ 1.9%
$10.82 - $12.09 $29.8M - $33.3M
148M $1.77B
CPNG
Coupang, Inc.

Consumer Cyclical
5.79M
+ 484.82%
$27.67 - $33.53 $160M - $194M
6.99M $225M
APH
Amphenol Corp

Technology
79.9K
+ 1.13%
$97.39 - $125.4 $7.78M - $10M
7.17M $887M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.45M
+ 2.91%
$24.69 - $25.26 $159M - $163M
228M $5.73B
WMT
Walmart Inc.

Consumer Defensive
114K
+ 0.37%
$94.4 - $104.27 $10.8M - $11.9M
31.2M $3.22B
TXN
Texas Instruments Inc

Technology
845K
+ 3.85%
N/A
22.8M $4.43B
TJX
Tjx Companies Inc

Consumer Cyclical
38.6K
+ 0.55%
$121.35 - $144.54 $4.68M - $5.58M
7.01M $1.01B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.31M
+ 21.12%
$42.67 - $46.91 $98.4M - $108M
13.2M $619M
SPG
Simon Property Group Inc

Real Estate
267K
+ 7.02%
$159.93 - $187.67 $42.6M - $50M
4.06M $762M
DIS
Walt Disney CO

Communication Services
2.24M
+ 20.36%
$112.25 - $124.0 $251M - $277M
13.2M $1.51B
GLW
Corning Inc

Technology
3.82K
+ 0.08%
$51.6 - $82.03 $197K - $313K
4.95M $406M
ADM
Archer Daniels Midland CO

Consumer Defensive
303K
+ 1.68%
$53.54 - $64.21 $16.2M - $19.5M
18.4M $1.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.71M
+ 5.2%
$28.92 - $32.19 $49.3M - $54.9M
34.5M $1.1B
HAL
Halliburton CO

Energy
366K
+ 1.21%
$20.5 - $25.11 $7.51M - $9.19M
30.7M $754M
COLB
Columbia Banking System, Inc.

Financial Services
4.58M
+ 58.64%
$23.26 - $27.31 $107M - $125M
12.4M $319M
PSX
Phillips 66

Energy
586K
+ 17.93%
$118.37 - $139.46 $69.4M - $81.7M
3.85M $524M
DDOG
Datadog, Inc.

Technology
857K
+ 58.91%
$124.52 - $155.15 $107M - $133M
2.31M $329M
PLD
Prologis, Inc.

Real Estate
248K
+ 2.28%
$104.08 - $115.35 $25.8M - $28.6M
11.1M $1.27B
DASH
Door Dash, Inc.

Communication Services
257K
+ 10.89%
$234.5 - $272.5 $60.2M - $70M
2.61M $711M
Activity Summary
Buys All Purchases 2218 New Holdings 76 Increased Positions 2142 Sells All Sells 1017 Reductions 1017 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email