Current Market Value 578,176,067,557
Current Holdings 3494
Most Recent File Date 2025-08-12
Total Filings on Record 58
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Charles Schwab Investment Management Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 3494 578,176,068
2025-05-09 2025-03-31 13F-HR 3476 533,524,888
2025-02-06 2024-12-31 13F-HR 3493 542,443,401
2024-11-12 2024-09-30 13F-HR 3501 523,952,370
2025-02-14 2024-06-30 13F-HR/A 1 N 2 288
2024-08-12 2024-06-30 13F-HR 3621 524,874,088
2024-05-09 2024-03-31 13F-HR 3471 433,157,805
2024-02-06 2023-12-31 13F-HR 3538 393,862,269
2023-11-08 2023-09-30 13F-HR 3575 349,228,374
2024-01-04 2023-06-30 13F-HR/A 1 N 2 37,763
2023-08-10 2023-06-30 13F-HR 3608 350,229,769
2024-01-04 2023-03-31 13F-HR/A 1 N 1 42,297
2023-05-12 2023-03-31 13F-HR 3550 329,053,203
2024-01-04 2022-12-31 13F-HR/A 1 N 1 42,724
2023-02-13 2022-12-31 13F-HR 3546 310,319,827
2024-01-04 2022-09-30 13F-HR/A 1 N 1 40,432
2022-11-14 2022-09-30 13F-HR 3508 279,236,282
2024-01-04 2022-06-30 13F-HR/A 1 N 2 51,166
2022-08-15 2022-06-30 13F-HR 3536 287,422,776
2024-01-04 2022-03-31 13F-HR/A 1 N 3 55,978
2022-05-13 2022-03-31 13F-HR 3579 332,836,575
2022-02-11 2021-12-31 13F-HR 3588 338,537,949
2021-11-16 2021-09-30 13F-HR 3499 305,867,605
2021-08-16 2021-06-30 13F-HR 3408 300,941,675
2021-05-17 2021-03-31 13F-HR 3485 272,906,159
2021-02-16 2020-12-31 13F-HR 3395 252,047,608
2020-11-13 2020-09-30 13F-HR 3344 217,409,235
2020-08-20 2020-06-30 13F-HR/A 1 R 3318 204,154,718
2020-08-14 2020-06-30 13F-HR 3318 204,212,505
2020-05-15 2020-03-31 13F-HR 3234 170,249,148
2020-02-07 2019-12-31 13F-HR 3179 186,027,618
2019-11-08 2019-09-30 13F-HR 3177 169,444,526
2019-08-09 2019-06-30 13F-HR 3211 164,401,523
2019-05-14 2019-03-31 13F-HR 3192 156,113,497
2019-02-14 2018-12-31 13F-HR 3145 130,636,739
2018-11-13 2018-09-30 13F-HR 3132 150,145,074
2018-08-08 2018-06-30 13F-HR 3112 137,280,099
2018-05-07 2018-03-31 13F-HR 3071 128,646,844
2018-01-17 2017-12-31 13F-HR 3057 126,109,157
2017-11-13 2017-09-30 13F-HR 3076 114,502,516
2017-08-01 2017-06-30 13F-HR 3101 106,430,436
2017-05-15 2017-03-31 13F-HR 3055 99,910,260
2017-02-13 2016-12-31 13F-HR 3074 91,336,659
2016-11-14 2016-09-30 13F-HR 3035 85,064,564
2016-08-18 2016-06-30 13F-HR/A 1 R 3104 79,950,603
2016-08-15 2016-06-30 13F-HR 3104 79,950,603
2016-05-05 2016-03-31 13F-HR 3062 76,172,078
2016-02-11 2015-12-31 13F-HR 3102 74,293,581
2015-11-13 2015-09-30 13F-HR 3094 67,859,527
2015-08-14 2015-06-30 13F-HR 3093 72,419,197
2015-05-14 2015-03-31 13F-HR 3084 71,147,515
2015-02-17 2014-12-31 13F-HR 3112 66,650,132
2014-11-10 2014-09-30 13F-HR 3074 60,764,094
2014-07-30 2014-06-30 13F-HR 3090 59,466,864
2014-04-29 2014-03-31 13F-HR 3066 55,760,119
2014-02-14 2013-12-31 13F-HR 3078 52,506,578
2013-11-14 2013-09-30 13F-HR 3057 49,079,700
2013-08-05 2013-06-30 13F-HR 3046 44,770,291