Charles Schwab Investment Management Inc Software—Application

Charles Schwab Investment Management Inc

$521 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CRM Salesforce, Inc.	$264B	$1.71 Billion 0.33% of portfolio	6,362,035	Q1 2025 Added 4.87%
INTU Intuit Inc	$216B	$1.13 Billion 0.22% of portfolio	1,841,590	Q1 2025 Added 4.69%
NOW Service Now, Inc.	$204B	$1.08 Billion 0.21% of portfolio	1,355,146	Q1 2025 Added 4.81%
UBER Uber Technologies, Inc	$163B	$996 Million 0.19% of portfolio	13,667,322	Q1 2025 Added 2.97%
CDNS Cadence Design Systems Inc	$80.5B	$453 Million 0.09% of portfolio	1,779,848	Q1 2025 Added 4.32%
ADSK Autodesk, Inc.	$53.1B	$345 Million 0.07% of portfolio	1,404,336	Q1 2025 Added 4.38%
WDAY Workday, Inc.	$50.5B	$337 Million 0.06% of portfolio	1,442,263	Q1 2025 Added 6.05%
FICO Fair Isaac Corp	$44B	$321 Million 0.06% of portfolio	174,089	Q1 2025 Added 5.01%
MSTR Microstrategy Inc	$3.62B	$291 Million 0.06% of portfolio	1,010,394	Q1 2025 Added 32.64%
APP App Lovin Corp	$116B	$270 Million 0.05% of portfolio	1,018,815	Q1 2025 Added 5.56%
SHOP Shopify Inc.	$125B	$244 Million 0.05% of portfolio	2,555,235	Q1 2025 Added 2.49%
SNOW Snowflake Inc.	$66.9B	$204 Million 0.04% of portfolio	1,394,792	Q1 2025 Added 4.83%
ANSS Ansys Inc	$29.2B	$183 Million 0.04% of portfolio	578,303	Q1 2025 Added 4.54%
TYL Tyler Technologies Inc	$23.9B	$176 Million 0.03% of portfolio	303,076	Q1 2025 Added 3.87%
COIN Coinbase Global, Inc.	$36.7B	$164 Million 0.03% of portfolio	951,848	Q1 2025 Added 1.8%
DDOG Datadog, Inc.	$34.5B	$137 Million 0.03% of portfolio	1,378,855	Q1 2025 Added 9.91%
PTC Ptc Inc.	$19.7B	$134 Million 0.03% of portfolio	865,034	Q1 2025 Added 5.24%
HUBS Hubspot Inc	$28.8B	$128 Million 0.02% of portfolio	224,771	Q1 2025 Added 9.32%
DOCU Docusign, Inc.	$18.4B	$117 Million 0.02% of portfolio	1,431,901	Q1 2025 Added 6.7%
PAYC Paycom Software, Inc.	$15.8B	$110 Million 0.02% of portfolio	502,345	Q1 2025 Added 0.86%
TTD Trade Desk, Inc.	$33B	$109 Million 0.02% of portfolio	1,985,284	Q1 2025 Added 5.87%
DUOL Duolingo, Inc.	$15.7B	$106 Million 0.02% of portfolio	342,448	Q1 2025 Reduced 1.16%
DT Dynatrace, Inc.	$15.6B	$105 Million 0.02% of portfolio	2,218,892	Q1 2025 Added 8.12%
ZM Zoom Video Communications, Inc.	$20.3B	$102 Million 0.02% of portfolio	1,387,497	Q1 2025 Added 1.5%
GWRE Guidewire Software, Inc.	$18.3B	$99.4 Million 0.02% of portfolio	530,594	Q1 2025 Added 1.53%
CDAY Ceridian Hcm Holding Inc.	$9.88B	$94.3 Million 0.02% of portfolio	1,460,591	Q1 2025 Added 4.36%
CVLT Commvault Systems Inc	$8.21B	$88.1 Million 0.02% of portfolio	558,197	Q1 2025 Reduced 3.17%
MANH Manhattan Associates Inc	$11.7B	$77.8 Million 0.01% of portfolio	449,632	Q1 2025 Added 11.33%
SSNC Ss&C Technologies Holdings Inc	$20.3B	$70.5 Million 0.01% of portfolio	843,529	Q1 2025 Added 1.63%
PCTY Paylocity Holding Corp	$10.6B	$55.7 Million 0.01% of portfolio	297,558	Q1 2025 Added 4.2%
COMP Compass, Inc.	$2.5B	$55.7 Million 0.01% of portfolio	6,376,624	Q1 2025 Added 7.82%
ESTC Elastic N.V.	$7.96B	$53 Million 0.01% of portfolio	594,406	Q1 2025 Added 5.56%
PCOR Procore Technologies, Inc.	$9.21B	$48.1 Million 0.01% of portfolio	728,528	Q1 2025 Added 3.95%
CWAN Clearwater Analytics Holdings, Inc.	$1.32B	$45.4 Million 0.01% of portfolio	1,693,532	Q1 2025 Added 1.99%
U Unity Software Inc.	$7.87B	$42.4 Million 0.01% of portfolio	2,166,916	Q1 2025 Added 10.65%
QTWO Q2 Holdings, Inc.	$5.13B	$41.2 Million 0.01% of portfolio	514,732	Q1 2025 Added 1.51%
LYFT Lyft, Inc.	$5.28B	$40.8 Million 0.01% of portfolio	3,437,891	Q1 2025 Reduced 4.41%
BSY Bentley Systems Inc	$13.2B	$40.8 Million 0.01% of portfolio	1,035,963	Q1 2025 Reduced 1.59%
BILL Bill.Com Holdings, Inc.	$4.76B	$38.9 Million 0.01% of portfolio	847,759	Q1 2025 Reduced 2.77%
GTLB Gitlab Inc.	$4.06B	$38.2 Million 0.01% of portfolio	811,928	Q1 2025 Added 2.5%
ALIT Alight, Inc.	$2.53B	$35.2 Million 0.01% of portfolio	5,936,028	Q1 2025 Added 9.33%
APPF Appfolio Inc	$4.4B	$35.1 Million 0.01% of portfolio	159,543	Q1 2025 Reduced 4.37%
WK Workiva Inc	$3.33B	$32.7 Million 0.01% of portfolio	430,462	Q1 2025 Added 0.72%
ALRM Alarm.Com Holdings, Inc.	$2.93B	$29.8 Million 0.01% of portfolio	535,678	Q1 2025 Added 1.0%
BLKB Blackbaud Inc	$3.39B	$27.7 Million 0.01% of portfolio	446,173	Q1 2025 Added 8.12%
INTA Intapp, Inc.	$3.51B	$26.6 Million 0.01% of portfolio	455,085	Q1 2025 Added 1.43%
PRGS Progress Software Corp	$2.71B	$25.8 Million 0.0% of portfolio	501,652	Q1 2025 Added 2.0%
ZETA Zeta Global Holdings Corp.	$2.22B	$24.3 Million 0.0% of portfolio	1,788,769	Q1 2025 Reduced 2.74%
BL Blackline, Inc.	$3.43B	$24.2 Million 0.0% of portfolio	498,801	Q1 2025 Reduced 0.58%
CALX Calix, Inc	$3.09B	$24.1 Million 0.0% of portfolio	679,367	Q1 2025 Added 4.64%

Track This Portfolio

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.