Charles Schwab Investment Management 13F Holdings & Latest Moves
Charles Schwab Investment Management reported a 13F portfolio worth $654.47B as of Q1 2026. Latest 13F moves (filed May 15, 2026): 49 added, 10 reduced. Largest change by value: added $AAPL ($29.38B held).
- 13F value (Q1 2026)
- $654.47B
- New positions
- 0
- Added / reduced
- 49 / 10
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Added | +2.56M (+2.56%) | 102.34M | $29.38B | +2.9% | -1.3% | — | ||
| $AMZN | Added | +2.57M (+4.02%) | 66.60M | $16.02B | +0.8% | -6.9% | — | ||
| $AVGO | Added | +1.01M (+3.08%) | 33.71M | $12.66B | -2.6% | -7.4% | — | ||
| $AMD | Added | +302.61K (+2.61%) | 11.90M | $6.72B | +10.2% | +29.0% | — | ||
| $BRKB | Added | +337.78K (+3.06%) | 11.38M | $5.56B | +0.8% | +2.7% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BMY | Reduced | -10.21M (-14.31%) | 61.12M | $3.58B | +4.3% | -1.3% | — | ||
| $ABBV | Reduced | -12.20M (-48.48%) | 12.97M | $3.28B | +2.5% | +5.3% | — | ||
| $ABBV | Reduced | -12.20M (-48.48%) | 12.97M | $2.93B | +2.5% | +5.3% | — | ||
| $ADM | Reduced | -3.52M (-18.69%) | 15.31M | $1.18B | -2.9% | -0.8% | — | ||
| $BDX | Reduced | -745.51K (-18.32%) | 3.32M | $515.87M | +2.9% | +2.1% | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Added | +2.56M (+2.56%) | 102.34M | $29.38B | +2.9% | -1.3% | — | ||
| $AMZN | Added | +2.57M (+4.02%) | 66.60M | $16.02B | +0.8% | -6.9% | — | ||
| $AVGO | Added | +1.01M (+3.08%) | 33.71M | $12.66B | -2.6% | -7.4% | — | ||
| $AMD | Added | +302.61K (+2.61%) | 11.90M | $6.72B | +10.2% | +29.0% | — | ||
| $BRKB | Added | +337.78K (+3.06%) | 11.38M | $5.56B | +0.8% | +2.7% | — | ||
| $AMGN | Added | +962.34K (+8.15%) | 12.77M | $4.61B | +4.0% | +7.4% | — | ||
| $ABT | Added | +32.31M (+244.97%) | 45.50M | $4.14B | +3.5% | +5.0% | — | ||
| $AMAT | Added | +55.35K (+1.13%) | 4.94M | $3.45B | -0.9% | +34.3% | — | ||
| $AMAT | Added | +55.35K (+1.13%) | 4.94M | $2.73B | -0.9% | +34.3% | — | ||
| $ADP | Added | +9.15M (+378.93%) | 11.56M | $2.59B | +5.0% | +4.9% | — | ||
| $ADP | Added | +9.15M (+378.93%) | 11.56M | $2.57B | +5.0% | +4.9% | — | ||
| $BAC | Added | +505.96K (+1.16%) | 44.14M | $2.52B | +4.1% | +12.9% | — | ||
| $BAC | Added | +505.96K (+1.16%) | 44.14M | $2.43B | +4.1% | +12.9% | — | ||
| $ACN | Added | +14.07M (+259.27%) | 19.50M | $2.40B | +6.2% | -2.1% | — | ||
| $AXP | Added | +60.38K (+1.58%) | 3.87M | $1.31B | -0.5% | +7.0% | — | ||
| $APH | Added | +152.10K (+2.10%) | 7.39M | $1.30B | +5.6% | +26.9% | — | ||
| $ANET | Added | +193.46K (+2.60%) | 7.65M | $1.29B | +8.5% | +19.1% | — | ||
| $BKNG | Added | +1.03M (+17.52%) | 6.93M | $1.24B | +4.5% | +13.6% | — | ||
| $BLK | Added | +26.10K (+2.06%) | 1.29M | $1.23B | -0.8% | -3.1% | — | ||
| $ADI | Added | +44.50K (+1.52%) | 2.98M | $1.18B | -4.9% | +2.7% | — | ||
| $BKNG | Added | +1.03M (+17.52%) | 6.93M | $1.13B | +4.5% | +13.6% | — | ||
| $APP | Added | +62.71K (+3.29%) | 1.97M | $1.02B | -3.9% | +4.0% | — | ||
| $AMT | Added | +138.22K (+2.71%) | 5.24M | $991.93M | +7.7% | +9.9% | — | ||
| $BA | Added | +113.48K (+2.60%) | 4.48M | $970.63M | -0.7% | +3.8% | — | ||
| $AMT | Added | +138.22K (+2.71%) | 5.24M | $863.49M | +7.7% | +9.9% | — | ||
| $ARES | Added | +4.65M (+353.49%) | 5.96M | $792.05M | +0.8% | +9.7% | — | ||
| $ARES | Added | +4.65M (+353.49%) | 5.96M | $663.78M | +0.8% | +9.7% | — | ||
| $BK | Added | +49.60K (+1.08%) | 4.65M | $660.67M | +3.1% | +5.5% | — | ||
| $AVB | Added | +108.19K (+3.26%) | 3.43M | $647.37M | — | ||||
| $ADBE | Added | +70.20K (+2.25%) | 3.19M | $643.46M | -1.1% | -16.7% | — | ||
| $BK | Added | +49.60K (+1.08%) | 4.65M | $637.75M | +3.1% | +5.5% | — | ||
| $AVB | Added | +108.19K (+3.26%) | 3.43M | $632.52M | — | ||||
| $BE | Added | +220.97K (+11.98%) | 2.07M | $609.92M | +9.6% | -0.5% | — | ||
| $BKR | Added | +222.34K (+2.83%) | 8.09M | $513.57M | +3.0% | -2.6% | — | ||
| $BR | Added | +2.67M (+375.06%) | 3.38M | $489.02M | +3.3% | -1.3% | — | ||
| $AEP | Added | +106.66K (+3.13%) | 3.51M | $484.16M | +5.2% | +3.3% | — | ||
| $AJG | Added | +65.82K (+3.22%) | 2.11M | $478.90M | +2.4% | +8.3% | — | ||
| $AJG | Added | +65.82K (+3.22%) | 2.11M | $466.06M | +2.4% | +8.3% | — | ||
| $BR | Added | +2.67M (+375.06%) | 3.38M | $462.32M | +3.3% | -1.3% | — | ||
| $ABNB | Added | +80.52K (+2.64%) | 3.13M | $459.68M | -0.4% | +4.6% | — | ||
| $BKR | Added | +222.34K (+2.83%) | 8.09M | $458.56M | +3.0% | -2.6% | — | ||
| $AON | Added | +44.35K (+3.38%) | 1.36M | $453.44M | +2.4% | +3.9% | — | ||
| $AEP | Added | +106.66K (+3.13%) | 3.51M | $451.22M | +5.2% | +3.3% | — | ||
| $ALL | Added | +32.93K (+1.82%) | 1.84M | $444.20M | -0.4% | +2.6% | — | ||
| $AON | Added | +44.35K (+3.38%) | 1.36M | $442.44M | +2.4% | +3.9% | — | ||
| $APD | Added | +48.76K (+3.62%) | 1.39M | $413.52M | -2.0% | -4.2% | — | ||
| $ALL | Added | +32.93K (+1.82%) | 1.84M | $403.59M | -0.4% | +2.6% | — | ||
| $APO | Added | +85.36K (+2.60%) | 3.37M | $399.11M | -4.7% | +1.0% | — | ||
| $APD | Added | +48.76K (+3.62%) | 1.39M | $390.18M | -2.0% | -4.2% | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BMY | Reduced | -10.21M (-14.31%) | 61.12M | $3.58B | +4.3% | -1.3% | — | ||
| $ABBV | Reduced | -12.20M (-48.48%) | 12.97M | $3.28B | +2.5% | +5.3% | — | ||
| $ABBV | Reduced | -12.20M (-48.48%) | 12.97M | $2.93B | +2.5% | +5.3% | — | ||
| $ADM | Reduced | -3.52M (-18.69%) | 15.31M | $1.18B | -2.9% | -0.8% | — | ||
| $BDX | Reduced | -745.51K (-18.32%) | 3.32M | $515.87M | +2.9% | +2.1% | — | ||
| $BDX | Reduced | -745.51K (-18.32%) | 3.32M | $489.81M | +2.9% | +2.1% | — | ||
| $BBY | Reduced | -1.29M (-17.25%) | 6.17M | $478.83M | +9.5% | +37.6% | — | ||
| $BBY | Reduced | -1.29M (-17.25%) | 6.17M | $475.50M | +9.5% | +37.6% | — | ||
| $APA | Reduced | -2.37M (-16.11%) | 12.34M | $450.80M | -0.5% | -10.8% | — | ||
| $APA | Reduced | -2.37M (-16.11%) | 12.34M | $407.05M | -0.5% | -10.8% | — |
All tracked 13F moves by Charles Schwab Investment Management
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BMY | Reduced | -10.21M (-14.31%) | 61.12M | $3.58B | +4.3% | -1.3% | — | ||
| $BBY | Reduced | -1.29M (-17.25%) | 6.17M | $478.83M | +9.5% | +37.6% | — | ||
| $BDX | Reduced | -745.51K (-18.32%) | 3.32M | $515.87M | +2.9% | +2.1% | — | ||
| $BDX | Reduced | -745.51K (-18.32%) | 3.32M | $489.81M | +2.9% | +2.1% | — | ||
| $BBY | Reduced | -1.29M (-17.25%) | 6.17M | $475.50M | +9.5% | +37.6% | — | ||
| $ADM | Reduced | -3.52M (-18.69%) | 15.31M | $1.18B | -2.9% | -0.8% | — | ||
| $APA | Reduced | -2.37M (-16.11%) | 12.34M | $407.05M | -0.5% | -10.8% | — | ||
| $APA | Reduced | -2.37M (-16.11%) | 12.34M | $450.80M | -0.5% | -10.8% | — | ||
| $ABBV | Reduced | -12.20M (-48.48%) | 12.97M | $3.28B | +2.5% | +5.3% | — | ||
| $ABBV | Reduced | -12.20M (-48.48%) | 12.97M | $2.93B | +2.5% | +5.3% | — | ||
| $BA | Added | +113.48K (+2.60%) | 4.48M | $970.63M | -0.7% | +3.8% | — | ||
| $ALL | Added | +32.93K (+1.82%) | 1.84M | $444.20M | -0.4% | +2.6% | — | ||
| $BR | Added | +2.67M (+375.06%) | 3.38M | $462.32M | +3.3% | -1.3% | — | ||
| $AVGO | Added | +1.01M (+3.08%) | 33.71M | $12.66B | -2.6% | -7.4% | — | ||
| $BRKB | Added | +337.78K (+3.06%) | 11.38M | $5.56B | +0.8% | +2.7% | — | ||
| $BR | Added | +2.67M (+375.06%) | 3.38M | $489.02M | +3.3% | -1.3% | — | ||
| $BKNG | Added | +1.03M (+17.52%) | 6.93M | $1.24B | +4.5% | +13.6% | — | ||
| $BE | Added | +220.97K (+11.98%) | 2.07M | $609.92M | +9.6% | -0.5% | — | ||
| $BLK | Added | +26.10K (+2.06%) | 1.29M | $1.23B | -0.8% | -3.1% | — | ||
| $BKR | Added | +222.34K (+2.83%) | 8.09M | $513.57M | +3.0% | -2.6% | — | ||
| $BKNG | Added | +1.03M (+17.52%) | 6.93M | $1.13B | +4.5% | +13.6% | — | ||
| $BK | Added | +49.60K (+1.08%) | 4.65M | $660.67M | +3.1% | +5.5% | — | ||
| $BK | Added | +49.60K (+1.08%) | 4.65M | $637.75M | +3.1% | +5.5% | — | ||
| $BAC | Added | +505.96K (+1.16%) | 44.14M | $2.52B | +4.1% | +12.9% | — | ||
| $BKR | Added | +222.34K (+2.83%) | 8.09M | $458.56M | +3.0% | -2.6% | — | ||
| $BAC | Added | +505.96K (+1.16%) | 44.14M | $2.43B | +4.1% | +12.9% | — | ||
| $AVB | Added | +108.19K (+3.26%) | 3.43M | $632.52M | — | ||||
| $AVB | Added | +108.19K (+3.26%) | 3.43M | $647.37M | — | ||||
| $ADP | Added | +9.15M (+378.93%) | 11.56M | $2.57B | +5.0% | +4.9% | — | ||
| $AJG | Added | +65.82K (+3.22%) | 2.11M | $478.90M | +2.4% | +8.3% | — | ||
| $ANET | Added | +193.46K (+2.60%) | 7.65M | $1.29B | +8.5% | +19.1% | — | ||
| $ARES | Added | +4.65M (+353.49%) | 5.96M | $663.78M | +0.8% | +9.7% | — | ||
| $ARES | Added | +4.65M (+353.49%) | 5.96M | $792.05M | +0.8% | +9.7% | — | ||
| $APP | Added | +62.71K (+3.29%) | 1.97M | $1.02B | -3.9% | +4.0% | — | ||
| $AMAT | Added | +55.35K (+1.13%) | 4.94M | $3.45B | -0.9% | +34.3% | — | ||
| $AAPL | Added | +2.56M (+2.56%) | 102.34M | $29.38B | +2.9% | -1.3% | — | ||
| $APO | Added | +85.36K (+2.60%) | 3.37M | $399.11M | -4.7% | +1.0% | — | ||
| $APD | Added | +48.76K (+3.62%) | 1.39M | $390.18M | -2.0% | -4.2% | — | ||
| $AON | Added | +44.35K (+3.38%) | 1.36M | $442.44M | +2.4% | +3.9% | — | ||
| $AON | Added | +44.35K (+3.38%) | 1.36M | $453.44M | +2.4% | +3.9% | — | ||
| $ADI | Added | +44.50K (+1.52%) | 2.98M | $1.18B | -4.9% | +2.7% | — | ||
| $AMT | Added | +138.22K (+2.71%) | 5.24M | $991.93M | +7.7% | +9.9% | — | ||
| $APH | Added | +152.10K (+2.10%) | 7.39M | $1.30B | +5.6% | +26.9% | — | ||
| $AMGN | Added | +962.34K (+8.15%) | 12.77M | $4.61B | +4.0% | +7.4% | — | ||
| $AMT | Added | +138.22K (+2.71%) | 5.24M | $863.49M | +7.7% | +9.9% | — | ||
| $AXP | Added | +60.38K (+1.58%) | 3.87M | $1.31B | -0.5% | +7.0% | — | ||
| $AEP | Added | +106.66K (+3.13%) | 3.51M | $484.16M | +5.2% | +3.3% | — | ||
| $AMZN | Added | +2.57M (+4.02%) | 66.60M | $16.02B | +0.8% | -6.9% | — | ||
| $AMAT | Added | +55.35K (+1.13%) | 4.94M | $2.73B | -0.9% | +34.3% | — | ||
| $ALL | Added | +32.93K (+1.82%) | 1.84M | $403.59M | -0.4% | +2.6% | — | ||
| $AJG | Added | +65.82K (+3.22%) | 2.11M | $466.06M | +2.4% | +8.3% | — | ||
| $ABNB | Added | +80.52K (+2.64%) | 3.13M | $459.68M | -0.4% | +4.6% | — | ||
| $APD | Added | +48.76K (+3.62%) | 1.39M | $413.52M | -2.0% | -4.2% | — | ||
| $AEP | Added | +106.66K (+3.13%) | 3.51M | $451.22M | +5.2% | +3.3% | — | ||
| $AMD | Added | +302.61K (+2.61%) | 11.90M | $6.72B | +10.2% | +29.0% | — | ||
| $ADP | Added | +9.15M (+378.93%) | 11.56M | $2.59B | +5.0% | +4.9% | — | ||
| $ADBE | Added | +70.20K (+2.25%) | 3.19M | $643.46M | -1.1% | -16.7% | — | ||
| $ACN | Added | +14.07M (+259.27%) | 19.50M | $2.40B | +6.2% | -2.1% | — | ||
| $ABT | Added | +32.31M (+244.97%) | 45.50M | $4.14B | +3.5% | +5.0% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Charles Schwab Investment Management holds or traded
Frequently asked questions
What did Charles Schwab Investment Management buy and sell in its latest 13F?
It opened or added to $AAPL, $AMZN, $AVGO, $AMD and $BRKB; it cut or exited $BMY, $ABBV, $ABBV, $ADM and $BDX.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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