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
$53.1B
$368 Million 0.06% of portfolio
1,498,060
Q3 2025 Added 4.36%
$46.4B
$371 Million 0.06% of portfolio
1,541,490
Q3 2025 Added 4.02%
$65.7B
$388 Million 0.06% of portfolio
4,852,832
Q3 2025 Added 0.44%
$48.8B
$374 Million 0.06% of portfolio
7,678,212
Q3 2025 Added 2.95%
$57.5B
$362 Million 0.06% of portfolio
1,327,035
Q3 2025 Added 0.59%
$57.9B
$388 Million 0.06% of portfolio
1,807,683
Q3 2025 Reduced 0.71%
$11.8B
$331 Million 0.06% of portfolio
6,316,055
Q3 2025 Added 1.45%
$8.09B
$350 Million 0.06% of portfolio
14,424,492
Q3 2025 Added 1.52%
$47.7B
$372 Million 0.06% of portfolio
746,658
Q3 2025 Added 3.5%
$64.9B
$380 Million 0.06% of portfolio
4,524,187
Q3 2025 Added 6.66%
$57.4B
$351 Million 0.06% of portfolio
8,940,760
Q3 2025 Added 0.88%
$55.4B
$384 Million 0.06% of portfolio
1,258,108
Q3 2025 Added 0.79%
$62.3B
$380 Million 0.06% of portfolio
3,377,423
Q3 2025 Added 0.52%
$72.3B
$348 Million 0.06% of portfolio
3,115,780
Q3 2025 Added 0.29%
$12.1B
$366 Million 0.06% of portfolio
2,510,475
Q3 2025 Reduced 2.14%
$0
$336 Million 0.06% of portfolio
13,153,496
Q3 2025 Added 12.8%
$28.9B
$361 Million 0.06% of portfolio
4,008,065
Q3 2025 Added 1.24%
$1.87B
$380 Million 0.06% of portfolio
1,179,156
Q3 2025 Added 10.51%
$51.8B
$333 Million 0.06% of portfolio
1,461,219
Q3 2025 Added 0.66%
$55.9B
$373 Million 0.06% of portfolio
19,094,455
Q3 2025 Reduced 1.89%
$174B
$386 Million 0.06% of portfolio
2,594,730
Q3 2025 Reduced 1.06%
$17.8B
$362 Million 0.06% of portfolio
2,570,899
Q3 2025 Added 1.48%
$26.6B
$375 Million 0.06% of portfolio
3,674,245
Q3 2025 Added 1.34%
$37.2B
$275 Million 0.05% of portfolio
436,353
Q3 2025 Added 3.61%
$22.8B
$295 Million 0.05% of portfolio
2,810,086
Q3 2025 Added 1.24%
$47B
$295 Million 0.05% of portfolio
600,564
Q3 2025 Reduced 0.81%
$20.8B
$272 Million 0.05% of portfolio
2,022,842
Q3 2025 Added 2.73%
$53.8B
$329 Million 0.05% of portfolio
2,310,820
Q3 2025 Added 58.91%
$10.3B
$321 Million 0.05% of portfolio
4,677,668
Q3 2025 Reduced 1.34%
$35.8B
$292 Million 0.05% of portfolio
1,067,643
Q3 2025 Added 4.57%
$43.2B
$330 Million 0.05% of portfolio
357,910
Q3 2025 Added 4.06%
$96.7B
$317 Million 0.05% of portfolio
6,285,451
Q3 2025 Reduced 0.37%
$0
$330 Million 0.05% of portfolio
1,170,203
Q3 2025 Added 9.42%
$0
$309 Million 0.05% of portfolio
4,350,385
Q3 2025 Reduced 1.61%
$46.1B
$289 Million 0.05% of portfolio
3,177,535
Q3 2025 Reduced 1.94%
$55.8B
$304 Million 0.05% of portfolio
2,191,955
Q3 2025 Reduced 10.52%
$55.8B
$291 Million 0.05% of portfolio
1,440,301
Q3 2025 Reduced 0.53%
$53.3B
$324 Million 0.05% of portfolio
1,370,679
Q3 2025 Reduced 1.14%
$44.1B
$307 Million 0.05% of portfolio
3,808,681
Q3 2025 Added 1.99%
$59.1B
$325 Million 0.05% of portfolio
4,143,764
Q3 2025 Reduced 2.19%
$2.12B
$319 Million 0.05% of portfolio
12,400,986
Q3 2025 Added 58.64%
$39.1B
$319 Million 0.05% of portfolio
1,236,462
Q3 2025 Added 5.92%
$0
$320 Million 0.05% of portfolio
1,441,090
Q3 2025 Reduced 2.23%
$47.4B
$293 Million 0.05% of portfolio
4,335,379
Q3 2025 Reduced 13.56%
$45.2B
$310 Million 0.05% of portfolio
546,030
Q3 2025 Added 3.68%
$55.3B
$282 Million 0.05% of portfolio
618,770
Q3 2025 Added 8.22%
$21.3B
$281 Million 0.05% of portfolio
1,450,843
Q3 2025 Added 3.02%
$37.6B
$281 Million 0.05% of portfolio
4,181,843
Q3 2025 Added 1.36%
$0
$314 Million 0.05% of portfolio
2,655,250
Q3 2025 Reduced 3.2%

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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