Charles Schwab Investment Management Inc 13F holdings and portfolio
Charles Schwab Investment Management Inc 13F holdings summary
Charles Schwab Investment Management Inc reported 3,439 positions worth $751.3B in its latest 13F filing for the quarter ended Jun 30, 2026 (filed Aug 14, 2026). Its largest holdings are NVDA, AAPL, MSFT, AMZN, GOOGL.
Top 10 holdings
| Company | Ticker | Value | Weight |
|---|---|---|---|
| NVIDIA Corporation | NVDA | $32.1B | 4.3% |
| Apple Inc | AAPL | $29.3B | 3.9% |
| Microsoft Corp | MSFT | $19.5B | 2.6% |
| Amazon Com Inc | AMZN | $15.7B | 2.1% |
| Alphabet Inc | GOOGL | $14.6B | 1.9% |
| Broadcom Inc | AVGO | $12.6B | 1.7% |
| Schwab Strategic Tr | FNDX | $11.7B | 1.6% |
| Alphabet Inc | GOOG | $11.5B | 1.5% |
| Meta Platforms Inc | META | $8.7B | 1.2% |
| Unitedhealth Group Inc | UNH | $8.2B | 1.1% |
Source: SEC Form 13F. Holdings are reported quarterly, up to 45 days after quarter end.