Charles Schwab Investment Management Inc has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $519 Billion distributed in 3755 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.8B, Apple Inc. with a value of $18.8B, Nvidia Corp with a value of $17.8B, Amazon Com Inc with a value of $10.7B, and Schwab Strategic Tr Us Large C with a value of $9.58B.

Examining the 13F form we can see an increase of $89.4B in the current position value, from $429B to 519B.

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 $519 Billion
Technology: $110 Billion
ETFs: $103 Billion
Financial Services: $55.1 Billion
Healthcare: $50.1 Billion
Consumer Cyclical: $43.7 Billion
Industrials: $40.1 Billion
Communication Services: $32.6 Billion
Consumer Defensive: $27.7 Billion
Other: $56.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,755
  • Current Value $519 Billion
  • Prior Value $429 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 280 stocks
  • Additional Purchases 2,387 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 813 stocks
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