Charles Schwab Investment Management Inc Incresed Positions in Q3 2024

Charles Schwab Investment Management Inc

  • $515 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.89M
+ 6.62%
$207.23 - $234.82 $1.22B - $1.38B
94.9M $22.1B
SCHR
Schwab Intermediate Term Us Tr

ETFs
24.5M
+ 29.45%
$48.4 - $50.91 $1.19B - $1.25B
108M $5.45B
TSLA
Tesla, Inc.

Consumer Cyclical
302K
+ 1.86%
$191.76 - $263.26 $57.9M - $79.5M
16.5M $4.33B
META
Meta Platforms, Inc.

Communication Services
118K
+ 0.86%
$453.41 - $572.44 $53.6M - $67.7M
13.8M $7.92B
BMY
Bristol Myers Squibb CO

Healthcare
1.97M
+ 3.33%
$39.66 - $51.75 $78.1M - $102M
61M $3.16B
AVGO
Broadcom Inc.

Technology
29M
+ 962.33%
$136.27 - $1745.86 $3.95B - $50.6B
32M $5.52B
FNDX
Schwab Fundamental U S Large C

ETFs
318K
+ 0.24%
$65.36 - $71.76 $20.8M - $22.8M
131M $9.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
155K
+ 1.49%
$405.19 - $478.57 $62.9M - $74.3M
10.6M $4.88B
VZ
Verizon Communications Inc

Communication Services
5.94M
+ 6.23%
$38.89 - $45.0 $231M - $267M
101M $4.55B
CSCO
Cisco Systems, Inc.

Technology
1.68M
+ 2.07%
$44.74 - $53.22 $75M - $89.3M
82.7M $4.4B
PFE
Pfizer Inc

Healthcare
12.9M
+ 10.97%
$27.7 - $31.39 $356M - $404M
130M $3.77B
WMT
Walmart Inc.

Consumer Defensive
351K
+ 1.14%
$66.91 - $81.4 $23.5M - $28.6M
31.2M $2.52B
FNDF
Schwab Fundamental Intl Large

ETFs
1.54M
+ 1.13%
$33.67 - $37.71 $51.9M - $58.1M
138M $5.16B
USB
Us Bancorp \De\

Financial Services
1.8M
+ 3.95%
$39.04 - $47.23 $70.1M - $84.8M
47.3M $2.16B
ORCL
Oracle Corp

Technology
14.8K
+ 0.12%
$125.9 - $170.35 $1.86M - $2.52M
12.2M $2.07B
MO
Altria Group, Inc.

Consumer Defensive
590K
+ 1.04%
$45.95 - $54.71 $27.1M - $32.3M
57.5M $2.94B
BDX
Becton Dickinson & CO

Healthcare
1.32M
+ 78.96%
$221.47 - $242.41 $292M - $319M
2.99M $720M
VV
Vanguard Large Cap ETF

ETFs
1.15M
+ 65.82%
$236.92 - $263.4 $272M - $303M
2.9M $762M
V
Visa Inc.

Financial Services
671K
+ 6.18%
$253.74 - $291.56 $170M - $196M
11.5M $3.17B
IBM
International Business Machines Corp

Technology
1.29K
+ 0.02%
$175.1 - $223.38 $225K - $287K
6.54M $1.45B
MA
Mastercard Inc

Financial Services
101K
+ 2.05%
$429.6 - $500.99 $43.2M - $50.4M
5.01M $2.47B
JNJ
Johnson & Johnson

Healthcare
103K
+ 0.58%
$145.48 - $167.38 $14.9M - $17.2M
17.6M $2.86B
PEP
Pepsico Inc

Consumer Defensive
1.13M
+ 5.56%
$161.9 - $179.3 $182M - $202M
21.4M $3.63B
MCD
Mcdonalds Corp

Consumer Cyclical
49.1K
+ 0.89%
$245.82 - $304.51 $12.1M - $15M
5.56M $1.69B
PLTR
Palantir Technologies Inc.

Technology
4.67M
+ 60.47%
$24.09 - $37.95 $112M - $177M
12.4M $461M
ACN
Accenture PLC

Technology
56.9K
+ 1.19%
$295.44 - $355.81 $16.8M - $20.3M
4.82M $1.71B
CINF
Cincinnati Financial Corp

Financial Services
1.22M
+ 26.71%
$115.7 - $138.2 $141M - $168M
5.78M $787M
AMT
American Tower Corp

Real Estate
243K
+ 4.89%
$192.27 - $242.73 $46.7M - $59M
5.21M $1.21B
PH
Parker Hannifin Corp

Industrials
59.4K
+ 3.87%
$501.01 - $635.92 $29.8M - $37.8M
1.59M $1.01B
PSA
Public Storage

Real Estate
55K
+ 1.99%
$283.13 - $365.01 $15.6M - $20.1M
2.81M $1.02B
CMF
Ishares California Muni Bond E

ETFs
3.64M
+ 37.9%
$56.65 - $58.17 $206M - $212M
13.2M $770M
OKE
Oneok Inc

Energy
662K
+ 3.94%
$78.62 - $95.27 $52M - $63.1M
17.5M $1.59B
WEC
Wec Energy Group, Inc.

Utilities
1.91M
+ 102.6%
$77.68 - $96.19 $149M - $184M
3.78M $363M
CVX
Chevron Corp

Energy
3.2M
+ 11.48%
$137.88 - $161.97 $442M - $519M
31.1M $4.58B
FAST
Fastenal CO

Industrials
609K
+ 3.16%
$62.09 - $71.83 $37.8M - $43.7M
19.9M $1.42B
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
4.61M
+ 15.37%
$24.51 - $27.14 $113M - $125M
34.6M $931M
GE
General Electric CO

Industrials
7.78K
+ 0.12%
$156.66 - $189.66 $1.22M - $1.48M
6.53M $1.23B
TMO
Thermo Fisher Scientific Inc.

Healthcare
61K
+ 2.56%
$531.86 - $624.21 $32.5M - $38.1M
2.44M $1.51B
PLD
Prologis, Inc.

Real Estate
442K
+ 4.51%
$111.95 - $132.43 $49.5M - $58.5M
10.2M $1.29B
PAYX
Paychex Inc

Industrials
346K
+ 3.77%
$116.17 - $135.19 $40.2M - $46.7M
9.52M $1.28B
CAT
Caterpillar Inc

Industrials
8.09K
+ 0.25%
$316.8 - $391.12 $2.56M - $3.16M
3.23M $1.26B
EQIX
Equinix Inc

Real Estate
53.7K
+ 4.97%
$749.0 - $890.01 $40.2M - $47.8M
1.13M $1.01B
NEE
Nextera Energy Inc

Utilities
86.8K
+ 0.66%
$69.9 - $84.97 $6.06M - $7.37M
13.3M $1.12B
PGR
Progressive Corp

Financial Services
39.7K
+ 1.05%
$209.46 - $259.24 $8.31M - $10.3M
3.84M $974M
AMGN
Amgen Inc

Healthcare
252K
+ 2.45%
$309.38 - $337.38 $77.9M - $85M
10.5M $3.39B
LOW
Lowes Companies Inc

Consumer Cyclical
40K
+ 1.2%
$213.3 - $270.78 $8.52M - $10.8M
3.37M $912M
UPS
United Parcel Service Inc

Industrials
1.32M
+ 6.41%
$123.32 - $147.38 $163M - $195M
21.9M $2.99B
MTB
M&T Bank Corp

Financial Services
191K
+ 3.94%
$146.49 - $179.85 $28M - $34.3M
5.04M $897M
FITB
Fifth Third Bancorp

Financial Services
733K
+ 3.66%
$36.01 - $43.64 $26.4M - $32M
20.8M $890M
Activity Summary
Buys All Purchases 2209 New Holdings 45 Increased Positions 2164 Sells All Sells 1000 Reductions 1000 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