Charles Schwab Investment Management Inc Portfolio Holdings

Charles Schwab Investment Management Inc

  • $601 Billion
  • Q3 2025

Charles Schwab Investment Management Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $601 Billion distributed in 3588 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.1B, Microsoft Corp with a value of $26.3B, Apple Inc. with a value of $25.4B, Amazon Com Inc with a value of $13.9B, and Broadcom Inc. with a value of $11.6B.

Examining the 13F form we can see an increase of $44.4B in the current position value, from $557B to 601B.

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.

Portfolio value $601 Billion
Technology: $155 Billion
Financial Services: $68.3 Billion
Consumer Cyclical: $57.5 Billion
ETFs: $56.7 Billion
Healthcare: $56.3 Billion
Industrials: $51.2 Billion
Communication Services: $47.3 Billion
Consumer Defensive: $36.3 Billion
Other: $72.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.4B
$1.81 Billion 0.3% of portfolio
52,547,788
Q3 2025 Added 11.36%
$388B
$1.83 Billion 0.3% of portfolio
11,305,466
Q3 2025 Added 4.12%
$317B
$1.75 Billion 0.29% of portfolio
20,933,809
Q3 2025 Reduced 2.71%
$258B
$1.74 Billion 0.29% of portfolio
10,414,346
Q3 2025 Reduced 0.21%
$228B
$1.76 Billion 0.29% of portfolio
13,137,337
Q3 2025 Reduced 0.3%
$52.1B
$1.77 Billion 0.29% of portfolio
147,927,305
Q3 2025 Added 1.9%
$270B
$1.7 Billion 0.28% of portfolio
10,680,973
Q3 2025 Reduced 2.72%
$31.5B
$1.61 Billion 0.27% of portfolio
22,035,264
Q3 2025 Added 2.15%
$224B
$1.65 Billion 0.27% of portfolio
5,420,573
Q3 2025 Added 0.3%
$291B
$1.59 Billion 0.27% of portfolio
3,338,829
Q3 2025 Added 0.03%
$237B
$1.6 Billion 0.27% of portfolio
6,732,593
Q3 2025 Added 3.92%
$41.4B
$1.48 Billion 0.25% of portfolio
16,504,028
Q3 2025 Added 1.58%
$265B
$1.5 Billion 0.25% of portfolio
1,887,318
Q3 2025 Reduced 1.15%
$193B
$1.51 Billion 0.25% of portfolio
13,217,509
Q3 2025 Added 20.36%
$89.8B
$1.42 Billion 0.24% of portfolio
7,983,552
Q3 2025 Added 8.93%
$181B
$1.45 Billion 0.24% of portfolio
51,374,756
Q3 2025 Reduced 1.12%
$40.4B
$1.43 Billion 0.24% of portfolio
11,287,021
Q3 2025 Added 2.3%
$181B
$1.4 Billion 0.23% of portfolio
14,333,342
Q3 2025 Added 3.79%
$222B
$1.38 Billion 0.23% of portfolio
2,854,448
Q3 2025 Reduced 4.87%
$0
$1.29 Billion 0.22% of portfolio
29,041,785
Q3 2025 Reduced 3.49%
$190B
$1.33 Billion 0.22% of portfolio
13,086,469
Q3 2025 Reduced 3.5%
$163B
$1.34 Billion 0.22% of portfolio
1,858,072
Q3 2025 Added 88.58%
$182B
$1.34 Billion 0.22% of portfolio
1,960,808
Q3 2025 Added 4.26%
$169B
$1.32 Billion 0.22% of portfolio
1,437,977
Q3 2025 Added 4.08%
$141B
$1.28 Billion 0.21% of portfolio
50,130,037
Q3 2025 Added 1.96%
$152B
$1.27 Billion 0.21% of portfolio
5,157,973
Q3 2025 Reduced 1.53%
$255B
$1.27 Billion 0.21% of portfolio
3,830,491
Q3 2025 Reduced 1.41%
$168B
$1.28 Billion 0.21% of portfolio
16,967,357
Q3 2025 Added 1.08%
$191B
$1.24 Billion 0.21% of portfolio
229,247
Q3 2025 Added 2.89%
$114B
$1.27 Billion 0.21% of portfolio
11,122,879
Q3 2025 Added 2.28%
$107B
$1.21 Billion 0.2% of portfolio
1,601,234
Q3 2025 Added 0.5%
$143B
$1.18 Billion 0.2% of portfolio
35,233,328
Q3 2025 Reduced 1.29%
$268B
$1.18 Billion 0.2% of portfolio
7,030,733
Q3 2025 Reduced 0.44%
$0
$1.2 Billion 0.2% of portfolio
24,001,212
Q3 2025 Reduced 2.68%
$120B
$1.16 Billion 0.19% of portfolio
36,976,656
Q3 2025 Added 2.27%
$193B
$1.12 Billion 0.19% of portfolio
2,514,683
Q3 2025 Added 3.7%
$96.4B
$1.1 Billion 0.18% of portfolio
8,872,752
Q3 2025 Added 2.09%
$151B
$1.08 Billion 0.18% of portfolio
3,050,376
Q3 2025 Added 4.37%
$32.2B
$1.1 Billion 0.18% of portfolio
18,379,325
Q3 2025 Added 1.68%
$0
$1.1 Billion 0.18% of portfolio
34,514,445
Q3 2025 Added 5.2%
$84B
$1.07 Billion 0.18% of portfolio
5,556,814
Q3 2025 Reduced 0.12%
$187B
$1.1 Billion 0.18% of portfolio
6,618,522
Q3 2025 Reduced 0.89%
$132B
$1.05 Billion 0.18% of portfolio
4,266,802
Q3 2025 Added 3.34%
$159B
$1.06 Billion 0.18% of portfolio
2,185,988
Q3 2025 Added 3.67%
$29.2B
$1.04 Billion 0.17% of portfolio
23,408,534
Q3 2025 Added 0.44%
$26.1B
$1.03 Billion 0.17% of portfolio
6,534,310
Q3 2025 Added 0.99%
$161B
$1.02 Billion 0.17% of portfolio
943,889
Q3 2025 Added 3.71%
$170B
$1.01 Billion 0.17% of portfolio
7,011,266
Q3 2025 Added 0.55%
$103B
$1.05 Billion 0.17% of portfolio
13,940,631
Q3 2025 Added 1.14%

Summary

  • Portfolio
  • No. of Stocks 3,588
  • Current Value $601 Billion
  • Prior Value $557 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 76 stocks
  • Additional Purchases 2,142 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,017 stocks
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