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Charles Schwab Investment Management

CIK 0000884546 · SEC 13F-HR filings · 50 holdings · Q1 2026

Holdings detail for selected institution and quarter
Issuer Ticker Shares Value (USD) Δ Shares Δ Value Type
MICRON TECHNOLOGY INCMU6,984,665$2.4BNew$2.4BNEW POSITIONShares
CATERPILLAR INCCAT3,344,063$2.4BNew$2.4BNEW POSITIONShares
PALANTIR TECHNOLOGIES INCPLTR16,400,260$2.4B+453K$-436MShares
ADVANCED MICRO DEVICES INCAMD11,900,631$2.4B+303K$-63MShares
BLACKSTONE INCBX21,359,609$2.5BNew$2.5BNEW POSITIONShares
CISCO SYS INCCSCO33,660,734$2.6B-36.5M$-2.8BShares
ABBVIE INCABBV12,908,395$2.8B-12.2M$-2.9BShares
MASTERCARD INCORPORATEDMA6,003,161$3.0B+124K$-357MShares
NETFLIX INC.NFLX31,411,646$3.0B+968K$166MShares
COSTCO WHOLESALE CORPORATIONCOST3,400,303$3.4B+118K$558MShares
COMCAST CORP NEWCMCSA121,058,531$3.5BNew$3.5BNEW POSITIONShares
ALTRIA GROUP INCMO54,029,137$3.6B-11.2M$-198MShares
BRISTOL-MYERS SQUIBB COBMY61,115,373$3.7B-10.2M$-140MShares
WALMART INCWMT30,279,118$3.8B-857K$294MShares
ACCENTURE PLC IRELANDACN19,500,406$3.9BNew$3.9BNEW POSITIONShares
QUALCOMM INCQCOM30,864,702$4.0BNew$4.0BNEW POSITIONShares
VISA INCV13,636,940$4.1B+303K$-555MShares
LOCKHEED MARTIN CORPLMT7,107,964$4.3B-1.5M$140MShares
AMGEN INCAMGN12,773,386$4.5B+962K$628MShares
JOHNSON & JOHNSONJNJ19,042,852$4.7B+152K$745MShares
ABBOTT LABORATORIESABT45,341,929$4.7BNew$4.7BNEW POSITIONShares
PEPSICO INCPEP30,210,808$4.7B+2.1M$660MShares
SCHWAB STRATEGIC TRFNDE124,019,404$4.7B+1.1M$311MShares
CONOCOPHILLIPSCOP37,862,988$5.0B-3.5M$1.1BShares
TEXAS INSTRS INCTXN25,812,455$5.0B+1.6M$816MShares
ELI LILLY & COLLY5,897,450$5.4B+139K$-764MShares
BERKSHIRE HATHAWAY INC DELBRKB11,381,789$5.5B+338K$-97MShares
JPMORGAN CHASE & COJPM19,025,501$5.6B+353K$-422MShares
HOME DEPOT INCHD17,033,983$5.6B+1.6M$296MShares
UNITEDHEALTH GROUP INCUNH20,769,649$5.6B+12.4M$2.8BShares
VERIZON COMMUNICATIONS INCVZ112,426,334$5.6B-3.5M$921MShares
EXXON MOBIL CORPXOM34,060,521$5.8B+155K$1.7BShares
COCA COLA COKO76,030,383$5.8B+4.8M$805MShares
SCHWAB STRATEGIC TRFNDA179,241,792$5.8B-194K$159MShares
PROCTER & GAMBLE COPG41,192,492$5.9B+22.6M$3.3BShares
MERCK & CO INCMRK49,582,249$6.0B+1.2M$872MShares
SCHWAB STRATEGIC TRSMBS234,773,256$6.0B+12.1M$282MShares
SCHWAB STRATEGIC TRSCHR249,546,261$6.2B+11.3M$241MShares
SCHWAB STRATEGIC TRFNDF143,031,375$7.0B-3.5M$376MShares
TESLA INCTSLA19,943,635$7.4B+213K$-1.5BShares
CHEVRON CORPORATIONCVX35,972,016$7.4B+81K$2.0BShares
META PLATFORMS INCMETA15,396,696$8.8B-156K$-1.5BShares
ALPHABET INCGOOG32,422,163$9.3B+1.0M$-550MShares
BROADCOM INCAVGO33,644,462$10.4B+1.0M$-884MShares
SCHWAB STRATEGIC TRFNDX419,422,622$11.7B+6.0M$431MShares
ALPHABET INCGOOGL40,918,971$11.8B+1.0M$-717MShares
AMAZON COM INCAMZN66,597,967$13.9B+2.6M$-908MShares
MICROSOFT CORPMSFT52,461,323$19.4B+1.6M$-5.2BShares
APPLE INCAAPL102,344,793$26.0B+2.6M$-1.2BShares
NVIDIA CORPORATIONNVDA160,788,892$28.0B+4.8M$-1.1BShares