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CIK: 0000884546
Total reported value
$751.3B
$751.3B
3494 檔
12.6%
During the Q2 2025 filing period, Charles Schwab Investment Management Inc (CIK: 0000884546) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $751.3B across 3494 reported positions.
In Q2 2025, Charles Schwab Investment Management Inc displayed an active expansion posture, initiating 4 new positions and adding to 148 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3494 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.37% | +3.28% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.25% | -0.01% | +3.04% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.55% | -0.07% | +2.70% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.03% | +3.04% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.19% | +2.11% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.71% | -0.23% | +3.31% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.09% | +1.95% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.15% | +2.99% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.05% | +2.49% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.02% | -0.08% | -1.58% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.02% | -0.29% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.11% | +2.66% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.96% | -0.09% | +1.08% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | +0.09% | +1.08% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.11% | -1.97% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.06% | +0.51% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.90% | -0.19% | -9.74% | |
| 18 | SMBS | Schwab Mbs ETF | ETF-Other | 0.89% | -0.09% | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.31% | +4.02% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | — | +6.01% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.02% | -2.44% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | -0.15% | -1.95% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.79% | +0.07% | +0.05% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.03% | +1.34% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | +0.02% | +9.42% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.13% | +2.14% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.69% | -0.07% | -1.07% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.07% | +9.65% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.14% | +2.07% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.63% | +0.02% | -1.78% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.13% | -2.29% | |
| 32 | COP | Conocophillips | Stock-Energy | 0.63% | -0.19% | +0.73% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.29% | +3.48% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | +0.03% | +5.63% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.57% | -0.05% | +16.82% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.02% | +1.89% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.07% | +2.21% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.12% | -0.70% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.07% | +0.36% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | +0.01% | +1.72% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.45% | +0.02% | +2.98% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.02% | +0.55% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.01% | -1.46% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.24% | +6.20% | |
| 45 | EOG | Eog Resources Inc | Stock-Energy | 0.40% | -0.06% | -0.52% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | — | +0.17% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.02% | +1.20% | |
| 48 | FAST | Fastenal Co | Stock-Industrials | 0.33% | -0.01% | +103.38% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.10% | +3.14% | |
| 50 | GE | General Electric | Stock-Industrials | 0.32% | +0.08% | +2.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +3.04% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | +3.28% | Add |
| 3 | SMBS | Schwab Mbs ETF | +0.9% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.6% | +1.95% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +2.11% | Add |
| 6 | SCMB | Schwab Municipal Bond ETF | +0.2% | +4409.67% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +3.04% | Add |
| 8 | NFLX | Netflix Inc | +0.2% | +2.07% | Add |
| 9 | SCHG | Schwab US Large-cap Growth | +0.2% | +653.67% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | +2.49% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | +0.55% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.14% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.99% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.29% | Trim |
| 15 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +6486.97% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +2.66% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | +2.93% | Add |
| 18 | COF | Capital One Financial CORP | +0.1% | +63.94% | Add |
| 19 | GE | General Electric | +0.1% | +2.99% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | +3.34% | Add |
| 21 | COIN | Coinbase Global Inc -class A | +0.1% | +52.96% | Add |
| 22 | TXN | Texas Instruments Inc | +0.1% | +0.05% | Add |
| 23 | INTU | Intuit Inc | +0.1% | +2.26% | Add |
| 24 | NOW | Servicenow Inc | +0.1% | +2.25% | Add |
| 25 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | New buy |
| 26 | DIS | Walt Disney Co/the | 0% | +1.01% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.93% | Add |
| 28 | HOOD | Robinhood Markets Inc - A | 0% | +3.46% | Add |
| 29 | MU | Micron Technology Inc | 0% | +1.77% | Add |
| 30 | CEG | Constellation Energy | 0% | +2.40% | Add |
| 31 | AMCR | Amcor plc | 0% | +62.09% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +1.20% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | -0.72% | Trim |
| 34 | UBER | Uber Technologies Inc | 0% | +1.10% | Add |
| 35 | MS | Morgan Stanley | 0% | +0.26% | Add |
| 36 | BKNG | Booking Holdings Inc | 0% | +0.42% | Add |
| 37 | APH | Amphenol Corp-cl A | 0% | +2.09% | Add |
| 38 | LRCX | Lam Research CORP | 0% | +1.86% | Add |
| 39 | KLAC | Kla CORP | 0% | +2.19% | Add |
| 40 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +71.50% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | -1.97% | Trim |
| 42 | PM | Philip Morris International | 0% | -1.46% | Trim |
| 43 | BAC | Bank Of America CORP | 0% | +0.17% | Add |
| 44 | BLK | Blackrock Inc | 0% | +9.61% | Add |
| 45 | CAT | Caterpillar Inc | 0% | +1.01% | Add |
| 46 | AXP | American Express Co | 0% | +0.80% | Add |
| 47 | ETN | Eaton Corporation plc | 0% | +0.41% | Add |
| 48 | AMAT | Applied Materials Inc | 0% | +1.47% | Add |
| 49 | C | Citigroup Inc | 0% | -0.33% | Trim |
| 50 | ANET | Arista Networks Inc | 0% | +2.47% | Add |
According to official SEC Form 13F filings, Charles Schwab Investment Management Inc reported a total U.S. public equity portfolio value of $751.3B across 3494 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 12.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
SMBS
市值: $5.1B
Top Position Liquidated / Trimmed
PRF
前期市值: $986.3M
During Q2 2025, Charles Schwab Investment Management Inc's top holdings by market value included MSFT (4.4%)、NVDA (4.3%)、AAPL (3.5%). The largest single position, MSFT, represented 4.4% of total portfolio value.
In Q2 2025, Charles Schwab Investment Management Inc made 200 total portfolio adjustments, initiating 4 new buys, adding to 148 positions, trimming 39 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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