CHARLES SCHWAB INVESTMENT MANAGEMENT INC

SEC CIK
0000884546

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
3,439
−16 vs. Q1 2026
Total value
$751.32B
+$96.85B (+14.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock160,214,733$32.06B4.27%−574,159−0.4%ReducedView
AAPLAPPLE INC COMStock101,374,121$29.33B3.90%−970,672−0.9%ReducedView
MSFTMICROSOFT CORP COMStock52,298,999$19.51B2.60%−220,325−0.4%ReducedView
AMZNAMAZON COM INC COMStock66,029,318$15.74B2.09%−568,649−0.9%ReducedView
GOOGLALPHABET INC CAP STK CL AStock40,980,558$14.65B1.95%+61,587+0.2%AddedView
AVGOBROADCOM INC COMStock33,404,003$12.62B1.68%−306,326−0.9%ReducedView
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771ETF374,969,727$11.66B1.55%−44,452,895−10.6%Reduced–
GOOGALPHABET INC CAP STK CL CStock32,618,930$11.53B1.53%+196,767+0.6%AddedView
METAMETA PLATFORMS INC CL AStock15,438,261$8.7B1.16%+34,481+0.2%AddedView
UNHUNITEDHEALTH GROUP INC COMStock19,830,588$8.24B1.10%−987,167−4.7%ReducedView
TSLATESLA INC COMStock19,281,939$8.11B1.08%−661,696−3.3%ReducedView
MUMICRON TECHNOLOGY INC COMStock6,966,392$8.04B1.07%−18,273−0.3%ReducedView
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755ETF141,104,114$7.44B0.99%−1,927,261−1.3%Reduced–
LLYELI LILLY & CO COMStock6,001,955$7.2B0.96%+104,505+1.8%AddedView
HDHOME DEPOT INC COMStock20,261,850$7.15B0.95%+3,175,884+18.6%AddedView
MRKMERCK & CO INC COMStock54,365,289$6.99B0.93%+4,600,064+9.2%AddedView
AMDADVANCED MICRO DEVICES INC COMStock12,016,903$6.98B0.93%+116,272+1.0%AddedView
PGPROCTER & GAMBLE CO COMStock47,243,680$6.93B0.92%+5,883,537+14.2%AddedView
KOCOCA COLA CO COMStock80,822,520$6.57B0.87%+4,483,481+5.9%AddedView
SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854ETF263,437,179$6.5B0.86%+13,890,918+5.6%Added–
TXNTEXAS INSTRS INC COMStock21,171,749$6.31B0.84%−4,755,927−18.3%ReducedView
JPMJPMORGAN CHASE & CO COMStock19,187,267$6.28B0.84%+86,154+0.5%AddedView
CVXCHEVRON CORPORATION COMStock37,714,808$6.25B0.83%+1,596,328+4.4%AddedView
SCHWAB STRATEGIC TR808524615MORTGAGE BACKED244,513,787$6.22B0.83%+9,740,531+4.1%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock11,570,593$5.79B0.77%+188,804+1.7%AddedView
AMGNAMGEN INC COMStock15,034,038$5.44B0.72%+2,260,652+17.7%AddedView
ABTABBOTT LABORATORIES COMStock59,674,507$5.41B0.72%+14,174,452+31.2%AddedView
VZVERIZON COMMUNICATIONS INC COMStock127,774,822$5.41B0.72%+14,838,312+13.1%AddedView
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF808524763ETF137,214,468$5.22B0.70%−42,027,324−23.4%Reduced–
VVISA INC COM CL AStock14,503,812$4.98B0.66%+817,807+6.0%AddedView
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF808524730ETF124,010,383$4.92B0.65%−9,0210.0%Reduced–
PEPPEPSICO INC COMStock36,096,064$4.89B0.65%+5,885,256+19.5%AddedView
JNJJOHNSON & JOHNSON COMStock19,126,165$4.86B0.65%−51,054−0.3%ReducedView
INTCINTEL CORP COMStock33,298,214$4.65B0.62%−1,983,454−5.6%ReducedView
XOMEXXON MOBIL CORPCOM33,157,859$4.53B0.60%−1,078,938−3.2%ReducedView
COPCONOCOPHILLIPS COMStock41,476,189$4.31B0.57%+3,564,622+9.4%AddedView
MOALTRIA GROUP INC COMStock59,122,097$4.25B0.57%+4,841,988+8.9%AddedView
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF121,984,901$4.13B0.55%+78,478,827+180.4%Added–
QCOMQUALCOMM INC COMStock22,310,326$4.12B0.55%−8,554,376−27.7%ReducedView
LMTLOCKHEED MARTIN CORP COMStock7,806,000$3.98B0.53%+653,551+9.1%AddedView
SNDKSANDISK CORPCOM1,741,577$3.96B0.53%−2,709−0.2%ReducedView
BMYBRISTOL-MYERS SQUIBB CO COMStock67,595,177$3.89B0.52%+6,479,804+10.6%AddedView
CSCOCISCO SYS INC COMStock32,839,926$3.86B0.51%−1,149,787−3.4%ReducedView
AMATAPPLIED MATLS INC COMStock4,969,702$3.59B0.48%+32,141+0.7%AddedView
CATCATERPILLAR INC COMStock3,322,782$3.53B0.47%−31,221−0.9%ReducedView
WMTWALMART INC COMStock30,500,618$3.45B0.46%+142,298+0.5%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock3,631,675$3.4B0.45%+231,372+6.8%AddedView
LRCXLAM RESEARCH CORP COM NEWStock7,698,872$3.34B0.44%−69,024−0.9%ReducedView
MAMASTERCARD INCORPORATED CL AStock6,408,865$3.29B0.44%+405,704+6.8%AddedView
CMCSACOMCAST CORP NEW CL AStock133,095,082$3.27B0.43%+11,536,428+9.5%AddedView
ABBVABBVIE INC COMStock12,914,230$3.25B0.43%−53,168−0.4%ReducedView
KLACKLA CORPCOM NEW10,416,170$3.14B0.42%+9,428,586+954.7%AddedView
GEGE AEROSPACE COM NEWStock8,246,250$3.08B0.41%+530,260+6.9%AddedView
ADPAUTOMATIC DATA PROCESSING INC COMStock12,729,777$2.85B0.38%+1,168,032+10.1%AddedView
BXBLACKSTONE INCCOM23,500,355$2.77B0.37%+2,140,746+10.0%AddedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock21,574,383$2.68B0.36%+2,073,805+10.6%AddedView
UPSUNITED PARCEL SVCS INC CL BStock24,698,297$2.66B0.35%+2,585,440+11.7%AddedView
BACBANK OF AMER CORP COMStock43,967,038$2.51B0.33%−171,404−0.4%ReducedView
GEVGE VERNOVA INC COMStock2,114,132$2.48B0.33%+153,661+7.8%AddedView
PMPHILIP MORRIS INTL INC COMStock13,649,748$2.47B0.33%+100,167+0.7%AddedView
NFLXNETFLIX INC. COMStock33,723,951$2.41B0.32%+2,312,305+7.4%AddedView
EOGEOG RES INC COMStock17,635,817$2.29B0.30%+1,356,384+8.3%AddedView
SLBSLB LIMITED COM STKStock48,266,346$2.24B0.30%+4,491,185+10.3%AddedView
PANWPALO ALTO NETWORKS INC COMStock6,382,853$2.18B0.29%+434,745+7.3%AddedView
WELLWELLTOWER INC COMREIT9,394,281$2.13B0.28%+564,842+6.4%AddedView
LINLINDE PLC SHSStock4,079,179$2.12B0.28%+213,908+5.5%AddedView
MSMORGAN STANLEY COM NEWStock9,956,067$2.08B0.28%−35,080−0.4%ReducedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock17,699,013$2.06B0.27%+1,298,753+7.9%AddedView
FASTFASTENAL CO COMStock42,893,434$2.06B0.27%+3,505,502+8.9%AddedView
TGTTARGET CORP COMStock15,448,336$2.02B0.27%+1,440,136+10.3%AddedView
RTXRTX CORPORATION COMStock10,579,505$2.01B0.27%+37,983+0.4%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock7,132,137$2.01B0.27%+392,141+5.8%AddedView
SCHWAB STRATEGIC TR808524649MUN BD ETF74,885,347$1.93B0.26%+8,579,053+12.9%Added–
GSGOLDMAN SACHS GROUP INC COMStock1,896,345$1.92B0.26%−26,972−1.4%ReducedView
FFORD MTR CO COMStock137,028,761$1.9B0.25%+12,356,563+9.9%AddedView
OKEONEOK INC NEWCOM20,373,418$1.77B0.24%+2,004,796+10.9%AddedView
WFCWELLS FARGO & CO COMStock20,931,340$1.73B0.23%+108,554+0.5%AddedView
CCITIGROUP INC COM NEWStock12,189,179$1.71B0.23%−428,350−3.4%ReducedView
PLDPROLOGIS INC. COMREIT12,569,593$1.7B0.23%+674,966+5.7%AddedView
MCDMCDONALDS CORP COMStock6,201,372$1.68B0.22%+620,278+11.1%AddedView
FITBFIFTH THIRD BANCORPCOM29,371,774$1.66B0.22%+2,893,308+10.9%AddedView
DVNDEVON ENERGY CORP NEW COMStock38,323,956$1.58B0.21%+19,152,103+99.9%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock3,114,527$1.56B0.21%+179,685+6.1%AddedView
MRVLMARVELL TECHNOLOGY INCCOM5,225,664$1.56B0.21%+2,111,165+67.8%AddedView
ORCLORACLE CORP COMStock10,531,224$1.54B0.21%+85,503+0.8%AddedView
NEENEXTERA ENERGY INC COMStock17,373,471$1.53B0.20%−141,683−0.8%ReducedView
CRWDCROWDSTRIKE HLDGS INC CL AStock1,993,202$1.52B0.20%+160,418+8.8%AddedView
PHPARKER-HANNIFIN CORP COMStock1,441,744$1.41B0.19%−122,151−7.8%ReducedView
DISDISNEY WALT CO COMStock14,605,106$1.41B0.19%+839,620+6.1%AddedView
ANETARISTA NETWORKS INC COM SHSStock8,233,091$1.4B0.19%+586,952+7.7%AddedView
CVSCVS HEALTH CORP COMStock13,259,314$1.37B0.18%−415,611−3.0%ReducedView
WDCWESTERN DIGITAL CORPCOM2,132,395$1.36B0.18%−74,546−3.4%ReducedView
BLKBLACKROCK INC COMStock1,378,163$1.33B0.18%+87,378+6.8%AddedView
BKNGBOOKING HOLDINGS INC COMStock7,417,757$1.32B0.18%+7,140,499+2,575.4%AddedView
AXPAMERICAN EXPRESS CO COMStock3,888,106$1.32B0.18%+16,958+0.4%AddedView
APHAMPHENOL CORP NEWCL A7,441,815$1.31B0.17%+51,614+0.7%AddedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS1,352,030$1.3B0.17%−12,809−0.9%ReducedView
EQIXEQUINIX INCCOM1,243,842$1.3B0.17%+51,116+4.3%AddedView
SCHWAB STRATEGIC TR808524599CORE BOND ETF50,187,984$1.28B0.17%+8,364,042+20.0%Added–
ADMARCHER DANIELS MIDLAND CO COMStock16,617,425$1.27B0.17%+1,307,192+8.5%AddedView

Sold out since Q1 2026 (163)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 163 by value.

CHARLES SCHWAB INVESTMENT MANAGEMENT INC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM4,037,643$912.63M0.14%
COTERRA ENERGY INC COM127097103Stock22,455,534$789.09M0.12%
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF2,224,210$295.6M0.05%
CCLCARNIVAL CORPUNIT 99/99/99998,591,997$222.36M0.03%
HOLOGIC INC436440101COM2,157,358$163.07M0.02%
DDDUPONT DE NEMOURS INCCOM3,163,472$144.89M0.02%
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407ETF1,273,395$138.77M0.02%
ISHARES TR464288877EAFE VALUE ETF1,548,880$115.16M0.02%
AIR LEASE CORP00912X302CL A1,219,291$79.18M0.01%
SEALED AIR CORP NEW81211K100COM1,695,390$71.29M0.01%
MASIMO CORP574795100COM386,898$68.82M0.01%
CLEARWATER ANALYTICS HLDGS I185123106CL A2,547,602$60.25M0.01%
TRI POINTE HOMES INC87265H109COM1,061,700$49.61M0.01%
ARCELLX INC03940C100COMMON STOCK346,092$39.74M0.01%
TERNS PHARMACEUTICALS INC880881107COM747,377$39.4M0.01%
AMICUS THERAPEUTICS INC03152W109COM2,514,240$36.36M0.01%
CWENCLEARWAY ENERGY INCCL A845,538$33.12M0.01%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR366,670$32.99M0.01%
CSG SYS INTL INC126349109COM390,993$31.26M0.00%
MACK CALI RLTY CORP554489104COM1,541,045$29.08M0.00%
NVRIHARSCO CORPCOM1,481,992$29.08M0.00%
APELLIS PHARMACEUTICALS INC03753U106COM675,864$27.19M0.00%
KENNEDY-WILSON HOLDINGS INC489398107COM2,012,785$21.78M0.00%
Griffin Cap Essntl Ast Reit II Com Cl E39818P799Common Stock803,994$16.8M0.00%
PROASSURANCE CORP74267C106COM656,614$16.23M0.00%
SUN CTRY AIRLS HLDGS INC866683105COM852,582$14.08M0.00%
SOLENO THERAPEUTICS INC834203309COM405,910$13.59M0.00%
THERMON GROUP HLDGS INC88362T103COM269,314$13.57M0.00%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock617,561$13.24M0.00%
AMERICAN WOODMARK CORPORATIO030506109COM319,445$12.72M0.00%
ONESTREAM INC68278B107CL A499,512$11.99M0.00%
ENHABIT INC29332G102COM756,154$10.65M0.00%
GOLDEN ENTMT INC381013101COM366,004$9.77M0.00%
CALAVO GROWERS INC128246105COM377,525$9.74M0.00%
GREAT LAKES DREDGE & DOCK CO390607109COM558,012$9.49M0.00%
MISTER CAR WASH INC60646V105COM978,388$6.82M0.00%
KALVISTA PHARMACEUTICALS INC483497103COM323,451$6.51M0.00%
HERITAGE COMM CORP426927109COM508,183$6.34M0.00%
Cantaloupe Inc138103106COM482,860$5.22M0.00%
SASEABRIDGE GOLD INCCOM184,208$5.21M0.00%
SUNOPTA INC8676EP108COM779,678$5.05M0.00%
TGBTASEKO MINES LTDCOM721,163$4.66M0.00%
SEMRUSH HLDGS INC81686C104CL A COM384,336$4.59M0.00%
FLUSHING FINL CORP343873105COM272,863$4.19M0.00%
FIRST FNDTN INC32026V104COM625,603$3.69M0.00%
DIAMOND HILL INVT GROUP INC25264R207COM NEW20,700$3.56M0.00%
UDEMY INC902685106COM754,217$3.48M0.00%
MNDYMONDAY COM LTDSHS45,940$3.17M0.00%
ON24 INC68339B104COM316,798$2.57M0.00%
CCLCARNIVAL PLCADR85,501$2.2M0.00%
SNBRQSLEEP NUMBER CORPCOM1,154,388$2.07M0.00%
PGYPAGAYA TECHNOLOGIES LTDCL A NEW132,693$1.55M0.00%
EUROPEAN WAX CTR INC29882P106CLASS A COM263,251$1.52M0.00%
RZLVREZOLVE AI PLCORD SHS488,130$1.25M0.00%
GRFSGRIFOLS S ASP ADR REP B NVT119,303$956.81K0.00%
QVC GROUP INC74915M605COM SER A NEW383,482$832.16K0.00%
DMRCDIGIMARC CORP NEWCOM155,854$765.24K0.00%
ISHARES TR464288612INTRM GOV CR ETF6,510$694.49K0.00%
BLUE FOUNDRY BANCORP09549B104COM49,739$658.54K0.00%
SGMOQSANGAMO THERAPEUTICS INCCOM2,352,360$580.8K0.00%
STRSSTRATUS PPTYS INCCOM NEW18,022$550.03K0.00%
NAKAKINDLY MD INCCOM2,489,042$549.83K0.00%
OPRXOPTIMIZERX CORPCOM NEW82,072$515.41K0.00%
LINKBANCORP INC53578P105COMMON STOCK60,094$501.18K0.00%
ZGZILLOW GROUP INCCL A11,493$475.7K0.00%
VTEXVTEXSHS CL A115,418$461.67K0.00%
BYRNBYRNA TECHNOLOGIES INCCOM NEW48,065$441.24K0.00%
BARKTHE ORIGINAL BARK COMPANYCOM820,654$415.74K0.00%
MKC.VMCCORMICK & CO INCCOM VTG7,873$396.64K0.00%
UNITED SEC BANCSHARES CALIF911460103COM36,885$387.66K0.00%
SNWVSANUWAVE HEALTH INCCOM21,935$379.26K0.00%
FNWDFINWARD BANCORPCOM9,982$362.35K0.00%
SBFGSB FINL GROUP INCCOM16,615$348.92K0.00%
NNOXNANO X IMAGING LTDORD SHS153,492$348.43K0.00%
PROFESIONALLY MANAGED PORTFO74316P579AKRE FOCUS ETF5,911$312.4K0.00%
BSETBASSETT FURNITURE INDS INCCOM21,835$308.97K0.00%
SKYXSKYX PLATFORMS CORPCOM274,192$307.1K0.00%
UPWHEELS UP EXPERIENCE INCCOM CL A573,024$295.97K0.00%
ACNTASCENT INDUSTRIES COCOM21,703$288.87K0.00%
BF.ABROWN FORMAN CORPCL A10,552$282.69K0.00%
EMLEASTERN COCOM13,759$278.48K0.00%
UNBUNION BANKSHARES INCCOM11,210$272.63K0.00%
RVSBRIVERVIEW BANCORP INCCOM48,776$268.27K0.00%
CRDFCARDIFF ONCOLOGY INCCOM164,708$266.83K0.00%
RPTRITHM PPTY TR INCCOM NEW SHS19,503$261.15K0.00%
SFBCSOUND FINL BANCORP INCCOM5,831$254.87K0.00%
AOUTAMERICAN OUTDOOR BRANDS INCCOM26,595$248.4K0.00%
ALDXALDEYRA THERAPEUTICS INCCOM139,029$234.96K0.00%
KULRKULR TECHNOLOGY GROUP INCCOM98,710$233.94K0.00%
PNBKPATRIOT NATL BANCORP INCCOM NEW178,145$229.81K0.00%
SPWRSUNPOWER INCCOM178,125$226.22K0.00%
VIRCVIRCO MFG COCOM36,887$225.75K0.00%
DERMJOURNEY MED CORPCOM45,331$212.6K0.00%
SUNSSUNRISE RLTY TR INCCOM25,744$197.46K0.00%
MARINE PRODS CORP568427108COM25,735$187.09K0.00%
ARQARQ INCCOM69,775$178.62K0.00%
HURATUHURA BIOSCIENCES INCCOM98,937$177.1K0.00%
CSPICSP INCCOM19,242$166.44K0.00%
ATYRATYR PHARMA INCCOM NEW210,737$164.38K0.00%
OMOUTSET MED INCCOM NEW41,162$158.06K0.00%

13F filings by quarter

CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 20263,439$751.32Bvs. Q1 2026SEC
Q1 2026May 15, 20263,455$654.47Bvs. Q4 2025SEC
Q4 2025Feb 13, 20263,456$643.57Bvs. Q3 2025SEC
Q3 2025Nov 10, 20253,455$626.42Bvs. Q2 2025SEC
Q2 2025Aug 12, 20253,494$578.18Bvs. Q1 2025SEC
Q1 2025Sep 15, 2025Amended3,473$533.09Bvs. Q4 2024SEC
Q4 2024Feb 6, 20253,493$542.44Bvs. Q3 2024SEC
Q3 2024Nov 12, 20243,501$523.95Bvs. Q2 2024SEC
Q2 2024Feb 14, 2025Amended3,623$524.87Bvs. Q1 2024SECSEC
Q1 2024May 9, 20243,471$433.16Bvs. Q4 2023SEC
Q4 2023Feb 6, 20243,538$393.86Bvs. Q3 2023SEC
Q3 2023Nov 8, 20233,575$349.23Bvs. Q2 2023SEC
Q2 2023Jan 4, 2024Amended3,608$350.27Bvs. Q1 2023SECSEC
Q1 2023Jan 4, 2024Amended3,550$329.1Bvs. Q4 2022SECSEC
Q4 2022Jan 4, 2024Amended3,546$310.36Bvs. Q3 2022SECSEC
Q3 2022Jan 4, 2024Amended3,508$279.28Bvs. Q2 2022SECSEC
Q2 2022Jan 4, 2024Amended3,536$287.47Bvs. Q1 2022SECSEC
Q1 2022Jan 4, 2024Amended3,579$332.89Bvs. Q4 2021SECSEC
Q4 2021Feb 11, 20223,588$338.54Bvs. Q3 2021SEC
Q3 2021Nov 16, 20213,499$305.87Bvs. Q2 2021SEC
Q2 2021Aug 16, 20213,408$300.94Bvs. Q1 2021SEC
Q1 2021May 17, 20213,485$272.91B–SEC