Charles Schwab Investment Management Inc Portfolio Holdings
Charles Schwab Investment Management Inc
- $521 Billion
- Q1 2025
Charles Schwab Investment Management Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $521 Billion distributed in 3616 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.7B, Microsoft Corp with a value of $18.5B, Nvidia Corp with a value of $16.4B, Amazon Com Inc with a value of $11.5B, and Schwab Fundamental U S Large C with a value of $9.19B.
Examining the 13F form we can see an decrease of $5.95B in the current position value, from $527B to 521B.
Charles Schwab Investment Management Inc is based out at San Francisco, CA
Below you can find more details about Charles Schwab Investment Management Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 3,616
- Current Value $521 Billion
- Prior Value $527 Billion
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 63 stocks
- Additional Purchases 1,878 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,324 stocks