Charles Schwab Investment Management Inc

Q3 2025 13F Combination Report, Stock Holdings

Signature - Title
Omar Aguilar - Chief Executive Officer
Location
San Francisco, CA
Holdings as of
September 30, 2025
Value $
$626B
Num holdings
3,455
Date filed
11/10/2025, 12:00 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included NVDA, MSFT, AAPL, AMZN, and AVGO.
Previous filing
Q2 2025 - Aug 12, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Omar Aguilar Chief Executive Officer San Francisco, California 11/7/2025

List of Other Managers Reporting for Charles Schwab Investment Management Inc:

Name Holdings Value Location File Number
Jpmorgan Chase & Co $1.57T New York, NY 028-00694
American Century Companies Inc $196B Kansas City, MO 028-11918
Harris Associates L P $62.4B Chicago, IL 028-02013
Ariel Investments, Llc $9.35B Chicago, IL 028-04003
Baillie Gifford Overseas Ltd Edinburgh, United Kingdom 028-04395
Columbia Management Investment Advisers, Llc Boston, MA 028-10477

Other Included Managers (1):

Num Name Location File Number
1 Charles Schwab Trust Co Henderson, NV 028-19636