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Charles Schwab Investment Management

CIK 0000884546 · SEC 13F-HR filings · 50 holdings · Q2 2026

Holdings detail for selected institution and quarter
Issuer Ticker Shares Value (USD) Δ Shares Δ Value Type
NVIDIA CORPORATIONNVDA160,205,997$32.1B-583K$4.0BShares
APPLE INCAAPL101,368,814$29.3B-976K$3.4BShares
MICROSOFT CORPMSFT52,236,081$19.5B-225K$66MShares
AMAZON COM INCAMZN66,025,837$15.7B-572K$1.9BShares
ALPHABET INCGOOGL40,978,798$14.6B+60K$2.9BShares
BROADCOM INCAVGO33,342,564$12.6B-302K$2.2BShares
SCHWAB STRATEGIC TRFNDX374,969,727$11.7B-44.5M$-19MShares
ALPHABET INCGOOG32,616,814$11.5B+195K$2.2BShares
META PLATFORMS INCMETA15,432,083$8.7B+35K$-116MShares
UNITEDHEALTH GROUP INCUNH19,784,249$8.2B-985K$2.6BShares
TESLA INCTSLA19,280,967$8.1B-663K$696MShares
MICRON TECHNOLOGY INCMU6,965,986$8.0B-19K$5.7BShares
SCHWAB STRATEGIC TRFNDF141,104,114$7.4B-1.9M$446MShares
ELI LILLY & COLLY6,001,664$7.2B+104K$1.8BShares
HOME DEPOT INCHD20,205,470$7.1B+3.2M$1.5BShares
ADVANCED MICRO DEVICES INCAMD12,016,319$7.0B+116K$4.6BShares
MERCK & CO INCMRK54,190,523$7.0B+4.6M$999MShares
PROCTER & GAMBLE COPG47,076,871$6.9B+5.9M$954MShares
COCA COLA COKO80,523,747$6.5B+4.5M$763MShares
SCHWAB STRATEGIC TRSCHR263,437,179$6.5B+13.9M$280MShares
TEXAS INSTRS INCTXN21,075,139$6.3B-4.7M$1.3BShares
JPMORGAN CHASE & COJPM19,112,312$6.3B+87K$662MShares
CHEVRON CORPORATIONCVX37,576,576$6.2B+1.6M$-1.2BShares
SCHWAB STRATEGIC TRSMBS244,513,787$6.2B+9.7M$217MShares
BERKSHIRE HATHAWAY INC DELBRKB11,569,916$5.8B+188K$335MShares
AMGEN INCAMGN15,033,832$5.4B+2.3M$950MShares
ABBOTT LABORATORIESABT59,522,126$5.4B+14.2M$746MShares
VERIZON COMMUNICATIONS INCVZ127,270,396$5.4B+14.8M$-253MShares
SCHWAB STRATEGIC TRFNDA137,214,468$5.2B-42.0M$-590MShares
VISA INCV14,454,171$5.0B+817K$837MShares
SCHWAB STRATEGIC TRFNDE124,010,383$4.9B-9K$176MShares
PEPSICO INCPEP36,095,779$4.9B+5.9M$196MShares
JOHNSON & JOHNSONJNJ18,998,596$4.8B-44K$173MShares
INTEL CORPINTC33,296,525$4.6BNew$4.6BNEW POSITIONShares
EXXON MOBIL CORPXOM33,012,315$4.5B-1.0M$-1.3BShares
CONOCOPHILLIPSCOP41,430,107$4.3B+3.6M$-691MShares
ALTRIA GROUP INCMO58,879,633$4.2B+4.9M$671MShares
SCHWAB STRATEGIC TRSCHG121,984,901$4.1BNew$4.1BNEW POSITIONShares
QUALCOMM INCQCOM22,310,002$4.1B-8.6M$148MShares
SANDISK CORPSNDK1,741,524$4.0BNew$4.0BNEW POSITIONShares
LOCKHEED MARTIN CORPLMT7,762,911$4.0B+655K$-341MShares
BRISTOL-MYERS SQUIBB COBMY67,594,755$3.9B+6.5M$188MShares
CISCO SYS INCCSCO32,582,420$3.8B-1.1M$1.2BShares
APPLIED MATLS INCAMAT4,969,413$3.6BNew$3.6BNEW POSITIONShares
CATERPILLAR INCCAT3,314,709$3.5B-29K$1.2BShares
WALMART INCWMT30,421,418$3.4B+142K$-318MShares
COSTCO WHOLESALE CORPORATIONCOST3,631,509$3.4B+231K$9MShares
LAM RESEARCH CORPLRCX7,698,422$3.3BNew$3.3BNEW POSITIONShares
MASTERCARD INCORPORATEDMA6,408,687$3.3B+406K$292MShares
COMCAST CORP NEWCMCSA132,702,720$3.3B+11.6M$-219MShares