Charles Schwab Investment Management Inc Software—Application

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CRM Salesforce, Inc.	$255B	$1.77 Billion 0.32% of portfolio	6,478,800	Q1 2025 Reduced 2.19%
INTU Intuit Inc	$193B	$1.48 Billion 0.27% of portfolio	1,880,661	Q1 2025 Reduced 2.21%
NOW Service Now, Inc.	$191B	$1.42 Billion 0.26% of portfolio	1,381,635	Q1 2025 Reduced 2.2%
UBER Uber Technologies, Inc	$191B	$1.29 Billion 0.23% of portfolio	13,810,255	Q1 2025 Reduced 1.09%
CDNS Cadence Design Systems Inc	$96.4B	$562 Million 0.1% of portfolio	1,825,386	Q1 2025 Reduced 2.49%
COIN Coinbase Global, Inc.	$51.2B	$510 Million 0.09% of portfolio	1,455,916	Q1 2025 Reduced 34.62%
MSTR Microstrategy Inc	$2.77B	$431 Million 0.08% of portfolio	1,066,971	Q1 2025 Reduced 5.3%
WDAY Workday, Inc.	$48B	$356 Million 0.06% of portfolio	1,481,924	Q1 2025 Reduced 3.17%
ADSK Autodesk, Inc.	$53.1B	$353 Million 0.06% of portfolio	1,435,504	Q1 2025 Reduced 2.17%
APP App Lovin Corp	$188B	$345 Million 0.06% of portfolio	985,320	Q1 2025 Added 3.07%
SNOW Snowflake Inc.	$85.1B	$325 Million 0.06% of portfolio	1,450,820	Q1 2025 Reduced 4.04%
FICO Fair Isaac Corp	$42.6B	$314 Million 0.06% of portfolio	172,027	Q1 2025 Reduced 0.52%
SHOP Shopify Inc.	$196B	$303 Million 0.05% of portfolio	2,622,495	Q1 2025 Reduced 3.17%
ANSS Ansys Inc	$32.6B	$210 Million 0.04% of portfolio	596,567	Q1 2025 Reduced 3.06%
DDOG Datadog, Inc.	$45.8B	$195 Million 0.04% of portfolio	1,454,150	Q1 2025 Reduced 6.43%
TYL Tyler Technologies Inc	$21.2B	$183 Million 0.03% of portfolio	308,783	Q1 2025 Reduced 1.85%
PTC Ptc Inc.	$23.9B	$151 Million 0.03% of portfolio	877,742	Q1 2025 Reduced 1.45%
TTD Trade Desk, Inc.	$23.8B	$149 Million 0.03% of portfolio	2,071,703	Q1 2025 Reduced 4.48%
DUOL Duolingo, Inc.	$9.57B	$147 Million 0.03% of portfolio	359,052	Q1 2025 Reduced 4.62%
HUBS Hubspot Inc	$22.7B	$131 Million 0.02% of portfolio	235,194	Q1 2025 Reduced 5.05%
GWRE Guidewire Software, Inc.	$21.4B	$128 Million 0.02% of portfolio	545,551	Q1 2025 Reduced 2.74%
DT Dynatrace, Inc.	$14.5B	$122 Million 0.02% of portfolio	2,216,593	Q1 2025 Reduced 1.94%
PAYC Paycom Software, Inc.	$12B	$120 Million 0.02% of portfolio	518,932	Q1 2025 Reduced 3.2%
DOCU Docusign, Inc.	$14.3B	$113 Million 0.02% of portfolio	1,447,894	Q1 2025 Reduced 3.38%
ZM Zoom Video Communications, Inc.	$21.4B	$105 Million 0.02% of portfolio	1,344,753	Q1 2025 Added 3.18%
CVLT Commvault Systems Inc	$7.91B	$99.3 Million 0.02% of portfolio	569,345	Q1 2025 Reduced 1.96%
CDAY Ceridian Hcm Holding Inc.	$9.88B	$97.2 Million 0.02% of portfolio	1,506,214	Q1 2025 Reduced 3.03%
MANH Manhattan Associates Inc	$11.7B	$81.4 Million 0.01% of portfolio	412,427	Q1 2025 Added 9.02%
SSNC Ss&C Technologies Holdings Inc	$21.8B	$70.7 Million 0.01% of portfolio	853,743	Q1 2025 Reduced 1.2%
U Unity Software Inc.	$11.8B	$57.8 Million 0.01% of portfolio	2,388,187	Q1 2025 Reduced 9.27%
BSY Bentley Systems Inc	$14.4B	$55.7 Million 0.01% of portfolio	1,032,333	Q1 2025 Added 0.35%
PCTY Paylocity Holding Corp	$8.43B	$54.8 Million 0.01% of portfolio	302,374	Q1 2025 Reduced 1.59%
LYFT Lyft, Inc.	$6.96B	$53.5 Million 0.01% of portfolio	3,396,345	Q1 2025 Added 1.22%
ESTC Elastic N.V.	$8.43B	$51.9 Million 0.01% of portfolio	615,715	Q1 2025 Reduced 3.46%
PCOR Procore Technologies, Inc.	$9.9B	$51.5 Million 0.01% of portfolio	752,306	Q1 2025 Reduced 3.16%
QTWO Q2 Holdings, Inc.	$3.48B	$51.1 Million 0.01% of portfolio	545,728	Q1 2025 Reduced 5.68%
CWAN Clearwater Analytics Holdings, Inc.	$1.09B	$44.2 Million 0.01% of portfolio	2,013,508	Q1 2025 Reduced 15.89%
BILL Bill.Com Holdings, Inc.	$5.37B	$39.5 Million 0.01% of portfolio	853,145	Q1 2025 Reduced 0.63%
COMP Compass, Inc.	$3.09B	$38.3 Million 0.01% of portfolio	6,093,712	Q1 2025 Added 4.64%
GTLB Gitlab Inc.	$4.22B	$37.8 Million 0.01% of portfolio	837,338	Q1 2025 Reduced 3.03%
APPF Appfolio Inc	$4.85B	$36.8 Million 0.01% of portfolio	159,670	Q1 2025 Reduced 0.08%
CLSK Cleanspark, Inc.	$910M	$35.9 Million 0.01% of portfolio	3,253,181	Q1 2025 Reduced 4.17%
CALX Calix, Inc	$3.93B	$35.5 Million 0.01% of portfolio	666,987	Q1 2025 Added 1.86%
RIOT Riot Blockchain, Inc.	$3.68B	$35.1 Million 0.01% of portfolio	3,102,615	Q1 2025 Reduced 5.51%
ALIT Alight, Inc.	$1.4B	$34.4 Million 0.01% of portfolio	6,086,241	Q1 2025 Reduced 2.47%
SOUN Soundhound Ai, Inc.	$2.86B	$32.6 Million 0.01% of portfolio	3,039,261	Q1 2025 Reduced 6.32%
SAP Sap Se	$318B	$32.4 Million 0.01% of portfolio	106,582	Q1 2025 Reduced 16.63%
PRGS Progress Software Corp	$1.94B	$32 Million 0.01% of portfolio	500,962	Q1 2025 Added 0.14%
PEGA Pegasystems Inc	$4.5B	$31.1 Million 0.01% of portfolio	574,195	Q1 2025 Reduced 49.82%
ALRM Alarm.Com Holdings, Inc.	$2.5B	$31.1 Million 0.01% of portfolio	549,400	Q1 2025 Reduced 2.5%

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