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
$29.5B
$216 Million 0.04% of portfolio
332,625
Q3 2025 Reduced 4.44%
$44.9B
$225 Million 0.04% of portfolio
6,989,931
Q3 2025 Added 484.82%
$29B
$225 Million 0.04% of portfolio
7,796,713
Q3 2025 Added 23.31%
$29.4B
$245 Million 0.04% of portfolio
9,986,567
Q3 2025 Added 0.07%
$34.7B
$259 Million 0.04% of portfolio
1,826,832
Q3 2025 Reduced 12.92%
$16.4B
$238 Million 0.04% of portfolio
9,608,607
Q3 2025 Added 1.72%
$25.4B
$228 Million 0.04% of portfolio
887,341
Q3 2025 Added 3.79%
$42.4B
$261 Million 0.04% of portfolio
1,716,223
Q3 2025 Added 0.56%
$5.89B
$218 Million 0.04% of portfolio
1,457,307
Q3 2025 Added 10.34%
$80.2B
$262 Million 0.04% of portfolio
4,051,948
Q3 2025 Added 0.09%
$20.6B
$217 Million 0.04% of portfolio
6,083,375
Q3 2025 Added 46.27%
$42.6B
$248 Million 0.04% of portfolio
1,862,619
Q3 2025 Reduced 1.03%
$44B
$265 Million 0.04% of portfolio
177,098
Q3 2025 Added 2.95%
$7.07B
$229 Million 0.04% of portfolio
1,158,367
Q3 2025 Added 1.92%
$22B
$213 Million 0.04% of portfolio
3,915,742
Q3 2025 Reduced 26.74%
$37.5B
$215 Million 0.04% of portfolio
3,789,375
Q3 2025 Reduced 0.26%
$26.9B
$241 Million 0.04% of portfolio
638,725
Q3 2025 Added 16.64%
$36B
$241 Million 0.04% of portfolio
2,393,968
Q3 2025 Added 0.75%
$32.8B
$212 Million 0.04% of portfolio
14,069,364
Q3 2025 Added 5.55%
$24.5B
$218 Million 0.04% of portfolio
1,926,414
Q3 2025 Reduced 1.26%
$42.8B
$238 Million 0.04% of portfolio
2,688,020
Q3 2025 Added 9.17%
$32.4B
$217 Million 0.04% of portfolio
789,125
Q3 2025 Reduced 9.08%
$37.2B
$238 Million 0.04% of portfolio
964,752
Q3 2025 Added 5.71%
$30.3B
$231 Million 0.04% of portfolio
4,044,274
Q3 2025 Added 53.72%
$0
$227 Million 0.04% of portfolio
6,115,638
Q3 2025 Reduced 3.08%
$22.4B
$214 Million 0.04% of portfolio
3,183,133
Q3 2025 Added 3.57%
$42.9B
$224 Million 0.04% of portfolio
1,927,724
Q3 2025 Added 0.66%
$41B
$256 Million 0.04% of portfolio
1,345,918
Q3 2025 Added 6.7%
$32.9B
$220 Million 0.04% of portfolio
3,089,616
Q3 2025 Reduced 4.09%
$38.8B
$217 Million 0.04% of portfolio
6,780,079
Q3 2025 Added 2.97%
$39.2B
$268 Million 0.04% of portfolio
1,600,228
Q3 2025 Added 3.52%
$0
$254 Million 0.04% of portfolio
6,026,726
Q3 2025 Reduced 16.87%
$53.8B
$205 Million 0.03% of portfolio
872,599
Q3 2025 Reduced 19.42%
$23.5B
$185 Million 0.03% of portfolio
1,791,301
Q3 2025 Added 0.72%
$6.15B
$191 Million 0.03% of portfolio
3,351,684
Q3 2025 Added 1.08%
$15.1B
$202 Million 0.03% of portfolio
1,447,794
Q3 2025 Added 0.98%
$38.4B
$208 Million 0.03% of portfolio
8,161,222
Q3 2025 Added 0.2%
$17.4B
$184 Million 0.03% of portfolio
4,242,689
Q3 2025 Added 0.63%
$11.1B
$173 Million 0.03% of portfolio
2,331,322
Q3 2025 Added 2.11%
$0
$189 Million 0.03% of portfolio
9,014,856
Q3 2025 Added 4.02%
$12.6B
$173 Million 0.03% of portfolio
10,137,610
Q3 2025 Reduced 5.56%
$24.1B
$157 Million 0.03% of portfolio
1,123,349
Q3 2025 Added 4.42%
$4.16B
$154 Million 0.03% of portfolio
8,222,285
Q3 2025 Added 30.83%
$34.1B
$188 Million 0.03% of portfolio
1,088,537
Q3 2025 Reduced 1.65%
$25B
$163 Million 0.03% of portfolio
4,196,256
Q3 2025 Reduced 0.47%
$30.4B
$166 Million 0.03% of portfolio
6,366,647
Q3 2025 Added 3.66%
$27.1B
$186 Million 0.03% of portfolio
339,606
Q3 2025 Added 2.62%
$26.3B
$161 Million 0.03% of portfolio
3,520,094
Q3 2025 Added 1.57%
$0
$210 Million 0.03% of portfolio
2,092,967
Q3 2025 Added 5.32%

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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