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Charles Schwab Investment Management

Industry Distribution

Computer14.98%

Medical Biology10.49%

Electronics9.31%

Non-Bank Financials8.83%

Commerce6.70%

Other49.69%

Holdings Change

Increased

SymbolStock NameChange% Change

ALVAutoliv+4.06M+5.25%KMBKimberly-Clark+10.80M+3.25%FHIFederated Hermes+2.28M+3.03%SLBSchlumberger+39.47M+2.90%HALHalliburton+24.51M+2.85%GISGeneral Mills+15.48M+2.83%OVVOvintiv+7.34M+2.83%ADMArcher Daniels Midland+13.58M+2.83%TGTTarget+12.83M+2.82%EBFEnnis+725.38K+2.79%SIGSignet Jewelers+1.18M+2.76%MCMoelis & Co+2.01M+2.71%MURMurphy Oil+3.81M+2.67%FMCFMC Corp+3.33M+2.67%FLOFlowers Foods+5.44M+2.58%COPConocoPhillips+31.74M+2.51%THFFFirst Financial+286.41K+2.42%AFGAmerican Financial+2.01M+2.41%IPARInterparfums+500.38K+1.56%MEDMedifast+151.43K+1.46%SSPThe E.W. Scripps+1.17M+1.35%GPROGoPro+1.84M+1.17%MRKMerck & Co+29.10M+1.16%HOUSAnywhere Real Estate+1.20M+1.07%SMLRSemler Scientific+109.95K+1.00%TTECTTEC Holdings+445.44K+0.93%GTNGray Media+734.09K+0.76%HOFTHooker Furniture+78.94K+0.75%RILYB. Riley Financial+219.11K+0.72%CHGGChegg+736.24K+0.70%PKSTPeakstone Realty Trust+251.86K+0.68%NUSNu Skin Enterprises+336.81K+0.68%TBITrueBlue+194.16K+0.65%RDUSRadius Recycling+175.62K+0.62%OMIOwens & Minor+447.92K+0.58%PARRPar Pacific+296.54K+0.57%QVCGAQVC Group+2.27M+0.56%RYIRyerson+176.88K+0.55%BXCBlueLinx Holdings+39.17K+0.49%CNRCore Natural Resources+244.71K+0.46%WSOWatsco+173.29K+0.46%EAFGrafTech+1.18M+0.46%DKDelek US+270.79K+0.45%FBINFortune Brands Innovations+529.35K+0.44%HAINHain Celestial+391.03K+0.43%WECWEC Energ Group Inc+1.35M+0.42%TGTredegar+142.82K+0.42%HIVEHIVE Digital Technologies Ltd+647.16K+0.42%IRWDIronwood Pharmaceuticals+663.78K+0.41%OKEONEOK Inc+2.54M+0.41%

Decreased

SymbolStock NameChange% Change

Y92ThaiBev-1.64B-6.53%TPRTapestry-6.06M-2.92%HFWAHeritage Financial-926.15K-2.72%SNVSynovus Financial-3.70M-2.66%MTBM&T Bank-4.26M-2.66%HRBH&R Block-3.53M-2.64%BOHBank of Hawaii Corp-1.03M-2.59%ZIONZions Bancorp-3.78M-2.56%USBU.S. Bancorp-39.83M-2.56%HBANHuntington Bancshares-36.94M-2.54%CHRWC.H. Robinson Worldwide-2.99M-2.52%LEGLeggett & Platt-3.29M-2.44%CBRLCracker Barrel Old Country Store Inc-515.51K-2.32%KEYKeyCorp-23.71M-2.16%PFEPfizer-107.42M-1.89%DKSDick's Sporting Goods-1.47M-1.84%BLKBlackrock-2.62M-1.69%GESGuess-744.68K-1.44%EBSEmergent BioSolutions-706.96K-1.30%ESEversource Energy-4.05M-1.10%ALTOAlto Ingredients-697.15K-0.91%CPSCooper-Standard-135.78K-0.77%ILPTIndustrial Logistics Properties Trust-473.52K-0.72%CTRNCiti Trends-52.15K-0.66%TPICTPI Composites-300.93K-0.63%TPCTutor Perini-330.71K-0.63%DHCDiversified Healthcare Trust-1.34M-0.55%PETSPetMed Express-99.19K-0.48%TSETrinseo-164.28K-0.46%02777R&F PROPERTIES-16.07M-0.43%SNBRSleep Number-95.52K-0.42%MBWMMercantile Bank-61.08K-0.38%LUMNLumen Technologies-3.80M-0.37%GPMTGranite Point Mortgage Trust Inc-171.43K-0.35%BALYBallys (Delisted)-159.26K-0.33%HBIOHarvard Bioscience-140.81K-0.32%MERCMercer International-210.47K-0.31%PBIPitney Bowes-569.53K-0.31%ONLOrion Properties-173.45K-0.31%WDCWestern Digital-1.07M-0.31%PRGPROG Holdings-121.29K-0.30%03383AGILE GROUP-15.08M-0.30%RMNIRimini Street-271.40K-0.30%NTGRNetgear-82.61K-0.29%DENNDenny's-145.70K-0.28%NOKNokia Oyj-15.28M-0.28%SIDNational Steel-3.75M-0.28%UISUnisys-200.82K-0.28%UVEUniversal Insurance Holdings Inc-78.14K-0.28%FULCFulcrum Therapeutics-144.69K-0.27%

New

SymbolStock NameChange% Change

DNODinero Ventures Ltd+9.05M+33.74%CDNCDN Maverick Capital Corp+5.43M+30.51%00616EMINENCE ENT+112.88M+11.13%6400Fuji Seiki+684.61K+8.45%3490Azplanning+72.37K+5.99%IQAiriq Inc+1.69M+5.75%TOYToys R Us ANZ Ltd+5.72M+3.78%01740VALUES CULTURAL+29.67M+2.86%00150HYPEBEAST+31.93M+1.56%02320HOP FUNG GROUP+9.22M+1.13%00720AUTO ITALIA+46.48M+0.76%4690Nippon Pallet Pool+11.24K+0.71%6360Tokyo Automatic Machinery Works+7.39K+0.51%02310TIMES UNI GP+5.14M+0.47%ESMEuro Sun Mining Inc+1.80M+0.45%00070RICH GOLDMAN+7.58M+0.39%3670Kyoritsu Computer & Communication+4.53K+0.38%CVEOCiveo+46.50K+0.35%01450BE FRIENDS HLDG+4.33M+0.31%4503Astellas Pharma+5.37M+0.30%BBNXBeta Bionics+101.61K+0.23%GLXYGalaxy Digital Holdings Ltd+278.78K+0.21%MYRMyer Holdings Ltd+3.19M+0.18%EMLEML Payments Ltd+679.67K+0.18%SCLXScilex Holding+9.10K+0.17%SYRSyrah Resources Ltd+1.81M+0.17%JKSJinkoSolar+89.06K+0.17%MAZEMaze Therapeutics+72.31K+0.17%00815CHI SILVER GP+3.85M+0.16%IPXIperionX Ltd+514.82K+0.16%MOMOHello Group+240.73K+0.15%IHSIHS Holding+497.28K+0.15%CATCatapult Group International Ltd+387.19K+0.15%SIONSionna Therapeutics+64.64K+0.15%03816KFM KINGDOM+717.94K+0.12%MTSRMetsera+125.28K+0.12%1815Tekken+15.99K+0.11%RPLRegal Partners Ltd+370.31K+0.11%3350Metaplanet+548.08K+0.11%CCRCredit Clear Ltd+394.59K+0.09%6058Vector+43.19K+0.09%3946Tomoku+14.70K+0.09%01783ENVISION GREEN+1.19M+0.09%4097Koatsu Gas Kogyo+46.56K+0.08%TTANServiceTitan+76.28K+0.08%6619W-SCOPE+38.63K+0.07%GNLXGenelux+25.00K+0.07%3668COLOPL+81.31K+0.06%COYACoya Therapeutics+10.00K+0.06%00558LK TECH+692.46K+0.05%

Sold Out

SymbolStock NameChange% Change

TELZTELLURIAN INC 8.25% SENIOR NOTES DUE 30/11/2028-5.29M-100.00%SCORComscore-212.85K-4.33%S69Serial System-9.07M-1.00%OPIOffice Properties Income Trust-548.82K-0.77%02007COUNTRY GARDEN-207.67M-0.75%BTOUManulifeReit USD-5.58M-0.31%PLCEChildren's Place-68.12K-0.31%MFCManulife Financial Corp-5.14M-0.30%CMTLComtech Telecommunications-87.66K-0.30%9161Integrated Design & Engineering Holdings(Delisted)-37.80K-0.25%7752Ricoh-1.38M-0.24%BNBrookfield Corp-3.79M-0.23%SPWHSportsman's Warehouse-83.23K-0.22%CCOCameco Corp-935.51K-0.21%01238POWERLONG-8.87M-0.21%6440Juki-62.90K-0.21%AGROAdecoagro-208.50K-0.21%EQXEquinox Gold Corp-931.68K-0.20%7605Fuji-35.75K-0.20%5802Sumitomo Electric Industries-1.47M-0.19%6794Foster Electric-42.13K-0.19%CVNCarnarvon Energy Ltd-3.28M-0.18%TENTsakos Energy Navigation-51.68K-0.17%6249Gamecard-Joyco Holdings-22.49K-0.16%7245Daido Metal-74.92K-0.16%4112Hodogaya Chemical-24.62K-0.15%7717V Technology-13.66K-0.14%1514Sumiseki Holdings-84.59K-0.14%VALNValneva-118.10K-0.14%5017Fuji Oil Company-108.74K-0.14%6902Denso-3.93M-0.14%WC8Wildcat resources Ltd-1.87M-0.14%6967Shinko Electric Industries-187.30K-0.14%2060Feed One-52.39K-0.14%7244Ichikoh Industries-129.63K-0.13%4461DKS-12.74K-0.13%6997Nippon Chemi-Con-27.70K-0.13%2929Pharma Foods International-36.97K-0.13%MGXMount Gibson Iron Ltd-1.37M-0.11%6464Tsubaki Nakashima-42.95K-0.11%7679Yakuodo Holdings-20.70K-0.11%ESIEnsign Energy Services Inc-192.11K-0.10%ACQAutoCanada Inc-24.70K-0.10%KMDAKamada-58.93K-0.10%1518Mitsui Matsushima Holdings-11.23K-0.10%6289GIKEN-27.16K-0.10%LNSRLENSAR-11.85K-0.10%6099ELAN-60.19K-0.10%7537Marubun-25.47K-0.10%CRONCronos Group Inc-371.94K-0.10%

Holdings List

Latest

2024Q4

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

MSFTMicrosoft

4.11%+179.46K+0.00%22.04B0.66%Computer449.140Mar 31, 2025Aggregated 13F

AAPLApple

3.84%-381.62K-0.00%20.62B0.65%Computer212.930Mar 31, 2025Aggregated 13F

NVDANVIDIA

3.65%+172.85K+0.00%19.62B0.62%Electronics129.930Mar 31, 2025Aggregated 13F

AMZNAmazon

2.40%+602.43K+0.01%12.88B0.57%Commerce211.370Mar 31, 2025Aggregated 13F

GOOGLAlphabet-A

2.07%+85.33K+0.00%11.10B0.57%Internet & Media159.530Mar 31, 2025Aggregated 13F

METAMeta Platforms

1.75%-25.25K-0.00%9.37B0.57%Internet & Media656.030Mar 31, 2025Aggregated 13F

AVGOBroadcom

1.46%+1.04M+0.02%7.83B0.72%Electronics232.420Mar 31, 2025Aggregated 13F

TSLATesla

1.09%+849.09K+0.03%5.85B0.56%Auto334.070Mar 31, 202513F

BRK.ABerkshire Hathaway-A

1.06%+36.00+0.00%5.67B0.51%Non-Bank Financials767000.000Mar 31, 2025Aggregated 13F

HDHome Depot

1.01%+890.65K+0.09%5.42B1.45%Commerce373.600Mar 31, 2025Aggregated 13F

JPMJPMorgan

0.97%-259.85K-0.01%5.23B0.72%Banks263.010Mar 31, 2025Aggregated 13F

KOCoca-Cola

0.91%-3.88M-0.09%4.86B1.63%Food & Beverages68.960Mar 31, 2025Aggregated 13F

CSCOCisco

0.90%-2.34M-0.06%4.86B1.97%Communication Equipment61.780Mar 31, 2025Aggregated 13F

CVXChevron

0.89%+1.58M+0.09%4.77B1.92%Mining142.350Mar 31, 2025Aggregated 13F

ABBVAbbVie

0.89%-2.17M-0.12%4.75B1.43%Medical Biology188.000Mar 31, 2025Aggregated 13F

VZVerizon

0.87%+1.16M+0.03%4.69B2.61%Communication Equipment42.650Mar 31, 2025Aggregated 13F

VVisa

0.84%+432.86K+0.02%4.51B0.68%Non-Bank Financials356.140Mar 31, 2025Aggregated 13F

TXNTexas Instruments

0.77%+428.34K+0.05%4.13B2.41%Electronics188.200Mar 31, 2025Aggregated 13F

LLYEli Lilly and Co

0.73%+221.58K+0.02%3.93B0.59%Medical Biology746.060Mar 31, 2025Aggregated 13F

MRKMerck & Co

0.71%+29.10M+1.16%3.81B1.96%Medical Biology76.630Mar 31, 2025Aggregated 13F

COPConocoPhillips

0.71%+31.74M+2.51%3.79B3.18%Mining94.170Mar 31, 2025Aggregated 13F

LMTLockheed Martin

0.69%+560.60K+0.24%3.73B3.43%Defense459.830Mar 31, 2025Aggregated 13F

MOAltria

0.67%+3.48M+0.21%3.58B3.76%Other56.470Mar 31, 2025Aggregated 13F

XOMExxon Mobil

0.66%+517.56K+0.01%3.57B0.75%Mining109.460Mar 31, 2025Aggregated 13F

PEPPepsiCo

0.64%+1.26M+0.09%3.45B1.93%Food & Beverages130.310Mar 31, 2025Aggregated 13F

AMGNAmgen

0.62%-998.51K-0.19%3.30B2.27%Medical Biology270.450Mar 31, 2025Aggregated 13F

NFLXNetflix

0.60%+143.37K+0.03%3.21B0.66%Internet & Media1138.440Mar 31, 202513F

MAMasterCard

0.58%+220.05K+0.02%3.12B0.60%Non-Bank Financials576.590Mar 31, 2025Aggregated 13F

COSTCostco

0.57%+118.93K+0.03%3.04B0.68%Commerce999.030Mar 31, 2025Aggregated 13F

WMTWalmart

0.56%-213.18K-0.00%3.02B0.39%Commerce95.880Mar 31, 2025Aggregated 13F

KMBKimberly-Clark

0.53%+10.80M+3.25%2.86B6.45%Manufacturing134.030Mar 31, 2025Multiple

BMYBristol-Myers Squibb

0.53%+311.10K+0.02%2.84B2.98%Medical Biology46.590Mar 31, 2025Aggregated 13F

JNJJohnson & Johnson

0.52%+712.46K+0.03%2.81B0.79%Medical Biology148.440Mar 31, 2025Aggregated 13F

PGProcter & Gamble

0.50%+207.02K+0.01%2.71B0.73%Manufacturing158.730Mar 31, 2025Aggregated 13F

UPSUnited Parcel Service

0.46%+1.78M+0.21%2.49B2.96%Transportation99.810Mar 31, 202513F

EOGEOG Resources

0.42%+1.19M+0.22%2.26B3.55%Mining116.650Mar 31, 202513F

UNHUnitedHealth

0.42%+846.91K+0.09%2.26B0.78%Medical Biology311.380Mar 31, 2025Aggregated 13F

PMPhilip Morris International

0.41%-21.96K-0.00%2.20B0.86%Other163.820Mar 31, 2025Aggregated 13F

BACBank of America

0.35%-579.54K-0.01%1.87B0.56%Banks44.280Mar 31, 2025Aggregated 13F

CRMSalesforce

0.35%+295.68K+0.03%1.86B0.66%Computer289.170Mar 31, 202513F

OKEONEOK Inc

0.34%+2.54M+0.41%1.83B3.36%Mining86.510Mar 31, 2025Aggregated 13F

FASTFastenal

0.34%+1.85M+0.32%1.82B3.94%Other79.970Mar 31, 202513F

ORCLOracle

0.33%+90.39K+0.00%1.78B0.39%Computer162.270Mar 31, 2025Aggregated 13F

MCDMcDonald's

0.33%+1.55K+0.00%1.77B0.80%Leisure Services308.690Mar 31, 2025Aggregated 13F

PLTRPalantir

0.33%+571.54K+0.02%1.75B0.58%Computer128.100Mar 31, 202513F

SLBSchlumberger

0.32%+39.47M+2.90%1.72B3.51%Mining36.110Mar 31, 202513F

IBMIBM Corp

0.32%-35.44K-0.00%1.71B0.73%Computer258.590Mar 31, 2025Aggregated 13F

ABTAbbott Laboratories

0.32%+165.83K+0.01%1.70B0.75%Medical Biology129.050Mar 31, 2025Aggregated 13F

ACNAccenture

0.31%+164.57K+0.03%1.66B0.82%Computer322.530Mar 31, 202513F

WFCWells Fargo & Co

0.31%-699.48K-0.02%1.65B0.67%Banks75.990Mar 31, 202513F

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