Institutional manager
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holds positions in 488 of the S&P 500, worth $498.7bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$498.7bnS&P 500 positions only
Top ten weight30%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
NvidiaNVDA160.8m$28.0bnInformation TechnologyApple Inc.AAPL102.3m$26.0bnInformation TechnologyAlphabet Inc. (Class A)GOOGL73.3m$21.1bnCommunication ServicesMicrosoftMSFT52.5m$19.4bnInformation TechnologyAmazonAMZN66.6m$13.9bnConsumer DiscretionaryBroadcomAVGO33.7m$10.4bnInformation TechnologyMeta PlatformsMETA15.4m$8.81bnCommunication ServicesChevron CorporationCVX36.1m$7.47bnEnergyTesla, Inc.TSLA19.9m$7.41bnConsumer DiscretionaryMerck & Co.MRK49.8m$5.99bnHealth CareProcter & GamblePG41.4m$5.98bnConsumer StaplesCoca-Cola Company (The)KO76.3m$5.81bnConsumer StaplesExxonMobilXOM34.2m$5.81bnEnergyVerizonVZ112.9m$5.67bnCommunication ServicesUnitedHealth GroupUNH20.8m$5.63bnHealth CareHome Depot (The)HD17.1m$5.62bnConsumer DiscretionaryJPMorgan ChaseJPM19.1m$5.62bnFinancialsBerkshire HathawayBRK.B11.4m$5.50bnFinancialsLilly (Eli)LLY5.9m$5.42bnHealth CareTexas InstrumentsTXN25.9m$5.03bnInformation TechnologyConocoPhillipsCOP37.9m$5.00bnEnergyPepsiCoPEP30.2m$4.69bnConsumer StaplesJohnson & JohnsonJNJ19.2m$4.69bnHealth CareAbbott LaboratoriesABT45.5m$4.67bnHealth CareAmgenAMGN12.8m$4.49bnHealth CareLockheed MartinLMT7.2m$4.32bnIndustrialsVisa Inc.V13.7m$4.14bnFinancialsQualcommQCOM30.9m$3.97bnInformation TechnologyAccentureACN19.5m$3.87bnInformation TechnologyWalmartWMT30.4m$3.77bnConsumer StaplesBristol Myers SquibbBMY61.1m$3.71bnHealth CareAltriaMO54.3m$3.58bnConsumer StaplesComcastCMCSA121.6m$3.49bnCommunication ServicesCostcoCOST3.4m$3.39bnConsumer StaplesState Street CorporationSTT58.8m$3.30bnFinancialsNetflixNFLX31.4m$3.02bnCommunication ServicesMastercardMA6.0m$3.00bnFinancialsAbbVieABBV13.0m$2.82bnHealth CareCiscoCSCO34.0m$2.64bnInformation TechnologyBlackstone Inc.BX21.4m$2.46bnFinancialsAdvanced Micro DevicesAMD11.9m$2.42bnInformation TechnologyPalantir TechnologiesPLTR16.4m$2.40bnInformation TechnologyCaterpillar Inc.CAT3.4m$2.37bnIndustrialsMicron TechnologyMU7.0m$2.36bnInformation TechnologyEOG ResourcesEOG16.3m$2.35bnEnergyAutomatic Data ProcessingADP11.6m$2.35bnIndustrialsSchlumbergerSLB43.8m$2.25bnEnergyPhilip Morris InternationalPM13.5m$2.24bnConsumer StaplesGE AerospaceGE7.7m$2.19bnIndustrialsUnited Parcel ServiceUPS22.1m$2.18bnIndustrialsBank of AmericaBAC44.1m$2.15bnFinancialsRTX CorporationRTX10.5m$2.03bnIndustrialsLinde plcLIN3.9m$1.92bnMaterialsFastenalFAST39.4m$1.83bnIndustrialsWelltowerWELL8.8m$1.75bnReal EstateMcDonald'sMCD5.6m$1.74bnConsumer DiscretionaryGE VernovaGEV2.0m$1.71bnIndustrialsTarget CorporationTGT14.0m$1.70bnConsumer StaplesApplied MaterialsAMAT4.9m$1.69bnInformation TechnologyOneokOKE18.4m$1.66bnEnergy
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.