Charles Schwab Investment Management Inc Incresed Positions in Q4 2024

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
780K
+ 4.71%
$213.65 - $479.86 $167M - $374M
17.3M $7B
NVDA
Nvidia Corp

Technology
5.21M
+ 3.57%
$117.0 - $148.88 $610M - $776M
151M $20.3B
AAPL
Apple Inc.

Technology
3.16M
+ 3.32%
$221.69 - $259.02 $700M - $818M
98.1M $24.6B
AMZN
Amazon Com Inc

Consumer Cyclical
2.33M
+ 4.07%
$180.88 - $232.93 $421M - $543M
59.6M $13.1B
AVGO
Broadcom Inc.

Technology
811K
+ 2.53%
$159.67 - $250.0 $129M - $203M
32.8M $7.61B
GOOGL
Alphabet Inc.

Communication Services
1.22M
+ 3.27%
$161.86 - $196.66 $197M - $240M
38.5M $7.28B
GOOG
Alphabet Inc.

Communication Services
875K
+ 2.92%
$163.08 - $198.16 $143M - $173M
30.8M $5.87B
V
Visa Inc.

Financial Services
719K
+ 6.24%
$273.87 - $320.91 $197M - $231M
12.2M $3.87B
JPM
Jpmorgan Chase & CO

Financial Services
71.1K
+ 0.36%
$205.18 - $250.29 $14.6M - $17.8M
20.1M $4.82B
NFLX
Netflix Inc

Communication Services
89K
+ 3.45%
$687.65 - $936.56 $61.2M - $83.3M
2.67M $2.38B
META
Meta Platforms, Inc.

Communication Services
424K
+ 3.07%
$554.08 - $632.68 $235M - $268M
14.3M $8.41B
TXN
Texas Instruments Inc

Technology
2.24M
+ 11.62%
N/A
21.5M $4.18B
CRM
Salesforce, Inc.

Technology
154K
+ 2.6%
$270.87 - $367.87 $41.6M - $56.5M
6.07M $2.03B
PFE
Pfizer Inc

Healthcare
25.3M
+ 19.45%
$24.8 - $30.19 $628M - $764M
155M $4.12B
MSFT
Microsoft Corp

Technology
1.82M
+ 3.86%
$406.35 - $454.46 $741M - $829M
49.1M $20.7B
WMT
Walmart Inc.

Consumer Defensive
345K
+ 1.1%
$79.1 - $95.7 $27.3M - $33M
31.6M $2.85B
NOW
Service Now, Inc.

Technology
56.6K
+ 4.58%
$867.18 - $1148.42 $49.1M - $65M
1.29M $1.37B
OKE
Oneok Inc

Energy
934K
+ 5.34%
$92.28 - $117.05 $86.2M - $109M
18.4M $1.85B
BA
Boeing CO

Industrials
982K
+ 30.71%
$138.14 - $180.72 $136M - $177M
4.18M $740M
APO
Apollo Global Management, Inc.

Financial Services
1.09M
+ 60.6%
$131.36 - $178.61 $144M - $195M
2.9M $479M
MA
Mastercard Inc

Financial Services
165K
+ 3.3%
$491.3 - $536.15 $81.2M - $88.6M
5.18M $2.73B
MS
Morgan Stanley

Financial Services
47.7K
+ 0.43%
$104.42 - $134.99 $4.98M - $6.44M
11M $1.39B
USB
Us Bancorp \De\

Financial Services
2.46M
+ 5.2%
$43.98 - $53.66 $108M - $132M
49.8M $2.38B
PEP
Pepsico Inc

Consumer Defensive
3.86M
+ 18.05%
$151.29 - $176.1 $583M - $679M
25.2M $3.83B
DIS
Walt Disney CO

Communication Services
351K
+ 3.37%
$92.39 - $117.6 $32.4M - $41.3M
10.8M $1.2B
BAC
Bank Of America Corp

Financial Services
298K
+ 0.7%
$39.22 - $47.77 $11.7M - $14.2M
42.9M $1.89B
MO
Altria Group, Inc.

Consumer Defensive
2.3M
+ 3.99%
$49.06 - $57.74 $113M - $133M
59.8M $3.13B
APP
App Lovin Corp

Technology
14.2K
+ 1.5%
$130.67 - $401.5 $1.86M - $5.72M
965K $313M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4.26K
+ 2.03%
$4100.99 - $5300.34 $17.5M - $22.6M
214K $1.06B
ABBV
Abb Vie Inc.

Healthcare
3.6M
+ 15.1%
$164.99 - $203.87 $594M - $734M
27.4M $4.88B
COST
Costco Wholesale Corp

Consumer Defensive
91.6K
+ 3.26%
$873.59 - $994.69 $80.1M - $91.2M
2.9M $2.66B
TPR
Tapestry, Inc.

Consumer Cyclical
383K
+ 5.03%
$43.54 - $66.18 $16.7M - $25.3M
8M $522M
GS
Goldman Sachs Group Inc

Financial Services
22.8K
+ 1.19%
$486.1 - $608.57 $11.1M - $13.9M
1.94M $1.11B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.27M
+ 56.67%
$22.39 - $23.45 $163M - $170M
20.1M $462M
CNHI
Cnh Industrial N.V.

Industrials
15M
+ 269.8%
N/A
20.6M $215M
WDAY
Workday, Inc.

Technology
525K
+ 62.83%
$233.85 - $279.91 $123M - $147M
1.36M $351M
MRVL
Marvell Technology, Inc.

Technology
166K
+ 5.08%
$70.31 - $124.78 $11.7M - $20.7M
3.43M $379M
HBAN
Huntington Bancshares Inc

Financial Services
2.22M
+ 3.54%
$14.18 - $18.2 $31.5M - $40.4M
64.9M $1.06B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.92M
+ 39.2%
$51.33 - $53.74 $150M - $157M
10.4M $533M
IEMG
Ishares Inc

ETFs
2.49M
+ 15.85%
N/A
18.2M $975M
PAYX
Paychex Inc

Industrials
520K
+ 5.46%
$135.86 - $148.73 $70.6M - $77.3M
10M $1.41B
UAL
United Airlines Holdings, Inc.

Industrials
2.33K
+ 0.07%
$55.62 - $102.44 $130K - $239K
3.11M $302M
KO
Coca Cola CO

Consumer Defensive
11.6M
+ 18.48%
$61.74 - $71.71 $714M - $830M
74.2M $4.62B
ISRG
Intuitive Surgical Inc

Healthcare
90.2K
+ 4.05%
$471.27 - $550.62 $42.5M - $49.7M
2.32M $1.21B
DRI
Darden Restaurants Inc

Consumer Cyclical
170K
+ 4.76%
$155.96 - $188.66 $26.6M - $32.1M
3.75M $700M
SNA
Snap On Inc

Industrials
77.5K
+ 4.48%
$285.44 - $371.35 $22.1M - $28.8M
1.81M $613M
MSTR
Microstrategy Inc

Technology
97.5K
+ 14.68%
$162.69 - $473.83 $15.9M - $46.2M
762K $221M
CRWD
Crowd Strike Holdings, Inc.

Technology
64.6K
+ 4.77%
$275.15 - $388.2 $17.8M - $25.1M
1.42M $486M
AXP
American Express CO

Financial Services
14.3K
+ 0.37%
$267.35 - $305.57 $3.82M - $4.36M
3.88M $1.15B
Activity Summary
Buys All Purchases 2374 New Holdings 79 Increased Positions 2295 Sells All Sells 827 Reductions 827 Sold out 0 Options Calls 0 Puts 0
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