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0001752724-24-173283
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Total Value: $524,874,087,828
Total Holdings: 3755
QuarterFilling ID
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPValueSharesShare PriceInvestment% of Portfolio
MICROSOFT CORPCOM594918104$20,817,426,37646,576,632OTR
APPLE INCCOM37833100$18,755,498,28289,048,990SOLE
NVIDIA CORPORATIONCOM67066G104$17,793,063,682144,026,742SOLE
AMAZON COM INCCOM23135106$10,692,026,01155,327,431SOLE
SCHWAB STRATEGIC TRUS LRG CAP ETF808524201$9,579,713,894149,100,605SOLE
SCHWAB STRATEGIC TRFUNDAMENTAL US L808524771$8,727,947,735130,306,774SOLE
META PLATFORMS INCCL A30303M102$6,912,486,52213,709,267SOLE
ALPHABET INCCAP STK CL A02079K305$6,686,665,17436,709,663SOLE
VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C771$6,411,750,005141,227,974SOLE
ALPHABET INCCAP STK CL C02079K107$5,492,526,84729,945,081SOLE
SCHWAB STRATEGIC TRFUNDAMENTAL US S808524763$5,362,787,19497,647,254SOLE
SCHWAB STRATEGIC TR5 10YR CORP BD808524698$5,279,409,704119,714,506SOLE
BROADCOM INCCOM11135F101$4,835,889,9193,012,021OTR
SCHWAB STRATEGIC TRFUNDAMENTAL INTL808524755$4,778,598,106136,414,448SOLE
HOME DEPOT INCCOM437076102$4,693,646,20913,634,808SOLE
SCHWAB STRATEGIC TRINTL EQTY ETF808524805$4,533,845,276118,007,425SOLE
ELI LILLY & COCOM532457108$4,368,472,7634,825,016SOLE
CHEVRON CORP NEWCOM166764100$4,364,878,49027,904,861OTR
ABBVIE INCCOM00287Y109$4,283,639,38224,974,577OTR
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$4,247,151,07410,440,391SOLE
SCHWAB STRATEGIC TRUS SML CAP ETF808524607$4,131,030,68787,060,710SOLE
JPMORGAN CHASE & CO.COM46625H100$4,088,536,95620,214,263OTR
SCHWAB STRATEGIC TRINT-TRM U.S TRES808524854$4,056,307,71383,172,190SOLE
COCA COLA COCOM191216100$4,020,658,21163,168,236SOLE
VERIZON COMMUNICATIONS INCCOM92343V104$3,931,700,87195,337,073OTR
CISCO SYS INCCOM17275R102$3,850,346,86381,042,872OTR
SCHWAB STRATEGIC TRFUNDAMENTAL EMER808524730$3,686,456,050124,668,788SOLE
TEXAS INSTRS INCCOM882508104$3,592,653,83118,468,380OTR
EXXON MOBIL CORPCOM30231G102$3,570,301,99731,013,743OTR
PEPSICO INCCOM713448108$3,337,489,07720,235,791SOLE
UNITEDHEALTH GROUP INCCOM91324P102$3,310,093,5266,499,810OTR
PFIZER INCCOM717081103$3,281,483,165117,279,599SOLE
TESLA INCCOM88160R101$3,214,334,19116,243,856SOLE
AMGEN INCCOM31162100$3,212,221,34910,280,753SOLE
LOCKHEED MARTIN CORPCOM539830109$3,178,533,8416,804,825OTR
BLACKROCK INCCOM09247X101$2,966,989,5303,768,467OTR
VISA INCCOM CL A92826C839$2,848,286,48310,851,855OTR
UNITED PARCEL SERVICE INCCL B911312106$2,820,025,06620,606,686SOLE
PROCTER AND GAMBLE COCOM742718109$2,690,956,04416,316,736OTR
SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706$2,634,817,31499,202,459SOLE
ALTRIA GROUP INCCOM02209S103$2,592,636,87756,918,482OTR
JOHNSON & JOHNSONCOM478160104$2,563,188,40217,536,866OTR
BRISTOL-MYERS SQUIBB COCOM110122108$2,452,831,32659,061,674SOLE
COSTCO WHSL CORP NEWCOM22160K105$2,359,726,3222,776,181SOLE
MERCK & CO INCCOM58933Y105$2,264,702,24718,293,233OTR
EOG RES INCCOM26875P101$2,182,061,87217,335,838SOLE
MASTERCARD INCORPORATEDCL A57636Q104$2,166,042,7514,909,880SOLE
WALMART INCCOM931142103$2,091,283,49030,885,888OTR
SCHWAB STRATEGIC TRFUNDAMENTAL INTL808524748$1,944,683,48255,946,015SOLE
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858$1,829,875,00037,027,013SOLE
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