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.	$252B	$1.77 Billion 0.32% of portfolio	6,478,800	Q2 2025 Added 1.84%
INTU Intuit Inc	$189B	$1.48 Billion 0.27% of portfolio	1,880,661	Q2 2025 Added 2.12%
NOW Service Now, Inc.	$189B	$1.42 Billion 0.26% of portfolio	1,381,635	Q2 2025 Added 1.95%
UBER Uber Technologies, Inc	$189B	$1.29 Billion 0.23% of portfolio	13,810,255	Q2 2025 Added 1.05%
CDNS Cadence Design Systems Inc	$99.2B	$562 Million 0.1% of portfolio	1,825,386	Q2 2025 Added 2.56%
COIN Coinbase Global, Inc.	$45.2B	$510 Million 0.09% of portfolio	1,455,916	Q2 2025 Added 52.96%
MSTR Microstrategy Inc	$3.08B	$431 Million 0.08% of portfolio	1,066,971	Q2 2025 Added 5.6%
WDAY Workday, Inc.	$46.4B	$356 Million 0.06% of portfolio	1,481,924	Q2 2025 Added 2.75%
ADSK Autodesk, Inc.	$53.1B	$353 Million 0.06% of portfolio	1,435,504	Q2 2025 Added 2.22%
APP App Lovin Corp	$163B	$345 Million 0.06% of portfolio	985,320	Q2 2025 Reduced 3.29%
SNOW Snowflake Inc.	$72.2B	$325 Million 0.06% of portfolio	1,450,820	Q2 2025 Added 4.02%
FICO Fair Isaac Corp	$39.1B	$314 Million 0.06% of portfolio	172,027	Q2 2025 Reduced 1.18%
SHOP Shopify Inc.	$171B	$303 Million 0.05% of portfolio	2,622,495	Q2 2025 Added 2.63%
ANSS Ansys Inc	$32.6B	$210 Million 0.04% of portfolio	596,567	Q2 2025 Added 3.16%
DDOG Datadog, Inc.	$40.8B	$195 Million 0.04% of portfolio	1,454,150	Q2 2025 Added 5.46%
TYL Tyler Technologies Inc	$23.3B	$183 Million 0.03% of portfolio	308,783	Q2 2025 Added 1.88%
PTC Ptc Inc.	$24B	$151 Million 0.03% of portfolio	877,742	Q2 2025 Added 1.47%
TTD Trade Desk, Inc.	$23.3B	$149 Million 0.03% of portfolio	2,071,703	Q2 2025 Added 4.35%
DUOL Duolingo, Inc.	$8.37B	$147 Million 0.03% of portfolio	359,052	Q2 2025 Added 4.85%
HUBS Hubspot Inc	$24.1B	$131 Million 0.02% of portfolio	235,194	Q2 2025 Added 4.64%
GWRE Guidewire Software, Inc.	$21.5B	$128 Million 0.02% of portfolio	545,551	Q2 2025 Added 2.82%
DT Dynatrace, Inc.	$14.6B	$122 Million 0.02% of portfolio	2,216,593	Q2 2025 Reduced 0.1%
PAYC Paycom Software, Inc.	$13.4B	$120 Million 0.02% of portfolio	518,932	Q2 2025 Added 3.3%
DOCU Docusign, Inc.	$16B	$113 Million 0.02% of portfolio	1,447,894	Q2 2025 Added 1.12%
ZM Zoom Video Communications, Inc.	$21.5B	$105 Million 0.02% of portfolio	1,344,753	Q2 2025 Reduced 3.08%
CVLT Commvault Systems Inc	$8.3B	$99.3 Million 0.02% of portfolio	569,345	Q2 2025 Added 2.0%
CDAY Ceridian Hcm Holding Inc.	$9.88B	$97.2 Million 0.02% of portfolio	1,506,214	Q2 2025 Added 3.12%
MANH Manhattan Associates Inc	$13.5B	$81.4 Million 0.01% of portfolio	412,427	Q2 2025 Reduced 8.27%
SSNC Ss&C Technologies Holdings Inc	$22.6B	$70.7 Million 0.01% of portfolio	853,743	Q2 2025 Added 1.21%
U Unity Software Inc.	$13.7B	$57.8 Million 0.01% of portfolio	2,388,187	Q2 2025 Added 10.21%
BSY Bentley Systems Inc	$14.8B	$55.7 Million 0.01% of portfolio	1,032,333	Q2 2025 Reduced 0.35%
PCTY Paylocity Holding Corp	$9.58B	$54.8 Million 0.01% of portfolio	302,374	Q2 2025 Added 1.62%
LYFT Lyft, Inc.	$6.33B	$53.5 Million 0.01% of portfolio	3,396,345	Q2 2025 Reduced 1.21%
ESTC Elastic N.V.	$8.67B	$51.9 Million 0.01% of portfolio	615,715	Q2 2025 Added 3.58%
PCOR Procore Technologies, Inc.	$9.58B	$51.5 Million 0.01% of portfolio	752,306	Q2 2025 Added 3.26%
QTWO Q2 Holdings, Inc.	$4.82B	$51.1 Million 0.01% of portfolio	545,728	Q2 2025 Added 6.02%
CWAN Clearwater Analytics Holdings, Inc.	$1.18B	$44.2 Million 0.01% of portfolio	2,013,508	Q2 2025 Added 18.89%
BILL Bill.Com Holdings, Inc.	$5.38B	$39.5 Million 0.01% of portfolio	853,145	Q2 2025 Added 0.64%
COMP Compass, Inc.	$3.94B	$38.3 Million 0.01% of portfolio	6,093,712	Q2 2025 Reduced 4.44%
GTLB Gitlab Inc.	$4.19B	$37.8 Million 0.01% of portfolio	837,338	Q2 2025 Added 3.13%
APPF Appfolio Inc	$5.64B	$36.8 Million 0.01% of portfolio	159,670	Q2 2025 Added 0.08%
CLSK Cleanspark, Inc.	$439M	$35.9 Million 0.01% of portfolio	3,253,181	Q2 2025 Added 4.35%
CALX Calix, Inc	$4B	$35.5 Million 0.01% of portfolio	666,987	Q2 2025 Reduced 1.82%
RIOT Riot Blockchain, Inc.	$2.25B	$35.1 Million 0.01% of portfolio	3,102,615	Q2 2025 Added 5.83%
ALIT Alight, Inc.	$1.73B	$34.4 Million 0.01% of portfolio	6,086,241	Q2 2025 Added 2.53%
SOUN Soundhound Ai, Inc.	$2.33B	$32.6 Million 0.01% of portfolio	3,039,261	Q2 2025 Added 6.74%
SAP Sap Se	$318B	$32.4 Million 0.01% of portfolio	106,582	Q2 2025 Added 19.95%
PRGS Progress Software Corp	$1.86B	$32 Million 0.01% of portfolio	500,962	Q2 2025 Reduced 0.14%
PEGA Pegasystems Inc	$4.69B	$31.1 Million 0.01% of portfolio	574,195	Q2 2025 Added 99.26%
ALRM Alarm.Com Holdings, Inc.	$2.8B	$31.1 Million 0.01% of portfolio	549,400	Q2 2025 Added 2.56%

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