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Charles Schwab Investment Management

Industry Distribution

Computer14.25%

Medical Biology12.03%

Non-Bank Financials9.80%

Electronics7.84%

Commerce6.67%

Other49.40%

Holdings Change

Increased

SymbolStock NameChange% Change

PCNPIMCO Corporate & Income Strategy Fund+10.84M+16.94%PYNPIMCO New York Municipal Income Fund III+371.56K+6.46%PMXPIMCO Municipal Income Fund III+1.15M+3.45%PNFPIMCO New York Municipal Income Fund+263.38K+3.35%PZCPIMCO CA Muni Income Fund III+387.17K+1.72%PCKPIMCO CA Muni Income Fund II+508.66K+1.58%PMLPIMCO Municipal Income Fund II+871.34K+1.31%PNIPIMCO New York Municipal Income Fund II+146.45K+1.31%VNOVornado Realty Trust+2.46M+1.29%CNHCNH Industrial+15.03M+1.20%CONConcentra Group+1.35M+1.05%AIVApartment Investment & Management+1.44M+1.02%IRMIron Mountain+2.39M+0.82%SVCService Properties Trust+1.26M+0.76%CTOCTO Realty Growth+230.81K+0.72%LNWLight & Wonder+577.81K+0.68%SILASila Realty Trust+318.74K+0.58%AMNAMN Healthcare Services+217.64K+0.57%AAAlcoa+1.47M+0.57%PMFPIMCO Municipal Income Fund+144.26K+0.55%RYIRyerson+166.60K+0.52%BTBTBit Digital+943.21K+0.52%GOODGladstone Commercial Corp+226.60K+0.51%AMGNAmgen+2.67M+0.50%MMacy's+1.34M+0.48%LMTLockheed Martin+1.13M+0.48%CBRLCracker Barrel Old Country Store Inc+106.44K+0.48%CHCTCommunity Healthcare Trust Inc+133.48K+0.47%PFEPfizer+25.32M+0.45%SYFSynchrony Financial+1.71M+0.44%JEFJefferies Financial+890.74K+0.43%APLDApplied Digital+899.14K+0.40%BXCBlueLinx Holdings+32.69K+0.39%GPREGreen Plains Inc+250.74K+0.39%LILALiberty Latin America-A+726.28K+0.37%AGLAgilon Health+1.50M+0.36%OMIOwens & Minor+276.81K+0.36%VSHVishay Intertechnology+459.25K+0.34%TPBTurning Point Brands+58.43K+0.33%GESGuess+167.78K+0.33%HPPHudson Pacific Properties Inc+458.78K+0.33%OXMOxford Industries+50.42K+0.32%GFPGreenFirst Forest Products Inc+71.68K+0.32%HELEHelen Of Troy+72.08K+0.32%WSOWatsco+118.71K+0.31%CURBCurbline Properties+324.16K+0.31%VRTSVirtus Investment+21.34K+0.31%PARRPar Pacific+167.59K+0.31%CFGCitizens Financial+1.33M+0.30%CTRECareTrust REIT Inc+568.63K+0.30%

Decreased

SymbolStock NameChange% Change

Y92ThaiBev-1.64B-6.53%CTRACoterra Energy-18.04M-2.36%EBSEmergent BioSolutions-934.50K-1.72%TSETrinseo-498.55K-1.41%LOGCContextLogic-262.69K-1.00%DHCDiversified Healthcare Trust-2.32M-0.96%HVTHaverty Furniture-152.45K-0.94%SNBRSleep Number-204.85K-0.91%QVCGAQVC Group-3.60M-0.90%AMCXAMC Networks-395.90K-0.90%ALTOAlto Ingredients-684.57K-0.89%XRAYDentsply Sirona-1.74M-0.87%TPCTutor Perini-424.23K-0.81%CPSCooper-Standard-133.53K-0.77%OPIOffice Properties Income Trust-506.01K-0.72%KELYAKelly Services-A-248.80K-0.71%HMSTHomeStreet-130.47K-0.69%TBITrueBlue-202.49K-0.68%OMCOmnicom Group-1.34M-0.68%ILPTIndustrial Logistics Properties Trust-448.64K-0.68%GCOGenesco-70.55K-0.64%EAFGrafTech-1.63M-0.63%CTRNCiti Trends-51.19K-0.61%COMMCommScope-1.28M-0.59%IHRTiHeartMedia-890.50K-0.59%CPSSConsumer Portfolio Services-120.51K-0.56%PLYMPlymouth Industrial REIT Inc-251.55K-0.55%ZUMZZumiez-102.46K-0.53%TPICTPI Composites-250.29K-0.53%CNDTConduent-815.81K-0.50%UISUnisys-345.65K-0.50%EHABEnhabit-246.45K-0.49%BGSB&G Foods-382.88K-0.48%GTNGray Media-469.60K-0.48%ACCOACCO Brands-441.14K-0.47%PETSPetMed Express-96.45K-0.47%NTGRNetgear-134.43K-0.47%GPMTGranite Point Mortgage Trust Inc-225.41K-0.46%ZIMVZimVie-126.60K-0.46%SCSCScanSource-105.48K-0.45%MTUSMetallus-187.56K-0.45%SENEASeneca Foods-A-29.87K-0.43%LUMNLumen Technologies-4.34M-0.43%DBIDesigner Brands-204.26K-0.43%RDUSRadius Recycling-119.56K-0.42%HCSGHealthcare Services Group-302.67K-0.41%AMRKA-Mark Precious Metals-94.70K-0.41%BDNBrandywine Realty Trust-708.64K-0.41%GCIGannett-579.14K-0.40%DLXDeluxe-175.09K-0.39%

New

SymbolStock NameChange% Change

ECGEverus Construction+411.11K+0.81%PRMBPrimo Brands+1.20M+0.32%TTGTTechTarget+226.04K+0.32%INVInnventure+156.00K+0.31%SEPNSepterna+139.62K+0.31%BCAXBicara Therapeutics+156.78K+0.29%ZBIOZenas BioPharma+118.66K+0.28%MBXMBX Biosciences+93.31K+0.28%CBLLCeribell+96.58K+0.27%UPBUpStream Bio+135.32K+0.25%FVRFrontView REIT+41.57K+0.24%BIOABioAge Labs+84.87K+0.24%MYRMyer Holdings Ltd+3.18M+0.18%KLCKinderCare Learning Companies+207.59K+0.18%BKVBKV Corp+123.58K+0.15%SAROStandardAero+320.49K+0.10%CAMPCamp4 Therapeutics+16.69K+0.08%KOPNKopin+125.89K+0.08%MAGNMagnera+64.92K+0.08%6619W-SCOPE+39.57K+0.07%VUZIVuzix+48.68K+0.06%CMRXChimerix+52.66K+0.06%KULRKULR Technology+113.47K+0.05%BEEPMobile Infrastructure+22.50K+0.05%FBLAFB BANCORP INC+10.00K+0.05%BRBSBlue Ridge Bankshares+40.60K+0.05%VERIVeritone+20.00K+0.04%GRDNGuardian Pharmacy Services+26.85K+0.04%SIGSigma Healthcare Ltd+4.80M+0.04%DCTHDelcath Systems+12.98K+0.04%06618JD HEALTH+1.21M+0.04%HURATuHURA Biosciences+15.00K+0.04%MVSTMicrovast+110.77K+0.03%RVPHReviva Pharmaceuticals+15.00K+0.03%5288SIMEPROP+1.85M+0.03%SERVServe Robotics+11.18K+0.02%ZKZEEKR+20.74K+0.01%SNDKSanDisk Corp+356.18K+0.00%MRPMillrose Properties+751.78K+0.00%MRXMarex Group+27.33K+0.00%RRRichtech Robotics+20.00K+0.00%SCLXScilex Holding+147.60K+0.00%6857Advantest+1.62M+0.00%CLBTCellebrite+65.78K+0.00%TKNOAlpha Teknova+7.00K+0.00%KEQUKewaunee Scientific+1.20K+0.00%

Sold Out

SymbolStock NameChange% Change

SCORComscore-212.85K-4.33%02007COUNTRY GARDEN-207.67M-0.75%BALYBallys (Delisted)-199.25K-0.41%7752Ricoh-1.38M-0.24%SYRSyrah Resources Ltd-2.03M-0.19%5802Sumitomo Electric Industries-1.47M-0.19%4970Toyo Gosei-12.78K-0.16%7245Daido Metal-74.92K-0.16%4112Hodogaya Chemical-24.62K-0.15%EMLEML Payments Ltd-558.99K-0.15%6902Denso-3.93M-0.14%2060Feed One-52.39K-0.14%2929Pharma Foods International-36.97K-0.13%1815Tekken-18.06K-0.13%3946Tomoku-18.83K-0.11%MGXMount Gibson Iron Ltd-1.37M-0.11%7679Yakuodo Holdings-20.70K-0.11%6099ELAN-60.19K-0.10%6058Vector-43.97K-0.09%6630Ya-Man-50.51K-0.09%6197Solasto-83.10K-0.09%4097Koatsu Gas Kogyo-45.20K-0.08%YHGJYunhong Green CTI-20.21K-0.08%3668COLOPL-93.37K-0.07%TXMDTherapeuticsMD-7.06K-0.06%FGENFibroGen-58.03K-0.06%EVTVEnvirotech Vehicles-9.64K-0.06%KPLTKatapult-2.51K-0.06%BGFVBig 5 Sporting Goods-12.38K-0.06%00215HUTCHTEL HK-2.50M-0.05%00743ASIA CEMENT CH-769.73K-0.05%ASRTAssertio-40.14K-0.04%RLMDRelmada Therapeutics-12.51K-0.04%CATOThe Cato-7.95K-0.04%APAmpco-Pittsburgh-7.85K-0.04%GLXYGalaxy Digital Holdings Ltd-48.95K-0.04%HAITYHAITONG SECURITIES-493.39K-0.04%MPAAMotorcar Parts of America-7.22K-0.04%NXTCNextCure-10.00K-0.04%PDSBPDS Biotechnology-13.28K-0.04%CRISCuris-2.85K-0.03%SACHSachem Capital Corp-16.35K-0.03%UFIUnifi-5.88K-0.03%MESAMesa Air Group-12.88K-0.03%HOOKHOOKIPA Pharma-3.63K-0.03%ENZEnzo Biochem-13.47K-0.03%FLNTFluent-5.04K-0.03%OPTNOptiNose-2.41K-0.02%CVMCEL-SCI-16.48K-0.02%GWHESS Tech-2.50K-0.02%

Holdings List

Latest

2024Q4

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

AAPLApple

4.24%+3.16M+0.02%21.66B0.65%Computer222.228Dec 31, 2024Aggregated 13F

MSFTMicrosoft

3.58%+1.82M+0.02%18.28B0.66%Computer380.585Dec 31, 2024Aggregated 13F

NVDANVIDIA

3.19%+5.21M+0.02%16.27B0.62%Electronics109.005Dec 31, 2024Aggregated 13F

AMZNAmazon

2.22%+2.33M+0.02%11.31B0.56%Commerce192.860Dec 31, 2024Aggregated 13F

GOOGLAlphabet-A

2.10%+2.09M+0.02%10.69B0.57%Internet & Media157.470Dec 31, 2024Aggregated 13F

METAMeta Platforms

1.61%+424.39K+0.02%8.20B0.56%Internet & Media584.240Dec 31, 2024Aggregated 13F

BRK.ABerkshire Hathaway-A

1.14%+194.00+0.01%5.84B0.51%Non-Bank Financials799324.000Dec 31, 2024Aggregated 13F

ABBVAbbVie

1.13%+3.60M+0.20%5.74B1.55%Medical Biology210.160Dec 31, 2024Aggregated 13F

AVGOBroadcom

1.07%+812.63K+0.02%5.44B0.70%Electronics167.000Dec 31, 2024Aggregated 13F

CVXChevron

1.05%+745.80K+0.04%5.34B1.81%Mining167.650Dec 31, 2024Aggregated 13F

KOCoca-Cola

1.04%+11.57M+0.27%5.32B1.72%Food & Beverages71.665Dec 31, 2024Aggregated 13F

HDHome Depot

0.97%-83.00K-0.01%4.94B1.36%Commerce366.425Dec 31, 2024Aggregated 13F

CSCOCisco

0.97%-2.20M-0.06%4.93B2.02%Communication Equipment61.870Dec 31, 2024Aggregated 13F

VZVerizon

0.97%+7.42M+0.18%4.93B2.58%Communication Equipment45.425Dec 31, 2024Aggregated 13F

JPMJPMorgan

0.96%+75.73K+0.00%4.91B0.72%Banks244.555Dec 31, 2024Aggregated 13F

TSLATesla

0.88%+780.03K+0.02%4.48B0.54%Auto275.110Dec 31, 202413F

VVisa

0.84%+719.36K+0.04%4.28B0.63%Non-Bank Financials346.945Dec 31, 2024Aggregated 13F

LLYEli Lilly and Co

0.81%+199.96K+0.02%4.13B0.56%Medical Biology816.470Dec 31, 2024Aggregated 13F

AMGNAmgen

0.81%+2.67M+0.50%4.11B2.46%Medical Biology311.120Dec 31, 202413F

PFEPfizer

0.76%+25.32M+0.45%3.89B2.74%Medical Biology24.825Dec 31, 202413F

TXNTexas Instruments

0.75%+2.24M+0.25%3.85B2.36%Electronics176.870Dec 31, 2024Aggregated 13F

PEPPepsiCo

0.74%+3.86M+0.28%3.79B1.84%Food & Beverages149.630Dec 31, 2024Aggregated 13F

XOMExxon Mobil

0.74%+703.43K+0.02%3.79B0.73%Mining118.710Dec 31, 2024Aggregated 13F

BMYBristol-Myers Squibb

0.72%-729.93K-0.04%3.67B2.97%Medical Biology60.225Dec 31, 202413F

MOAltria

0.70%+2.30M+0.14%3.57B3.54%Other59.295Dec 31, 2024Aggregated 13F

BLKBlackrock

0.69%-12.32K-0.01%3.50B2.41%Non-Bank Financials949.500Dec 31, 202413F

LMTLockheed Martin

0.65%+1.13M+0.48%3.34B3.17%Defense448.260Dec 31, 2024Aggregated 13F

UNHUnitedHealth

0.64%+182.46K+0.02%3.27B0.68%Medical Biology526.233Dec 31, 2024Aggregated 13F

JNJJohnson & Johnson

0.59%+547.70K+0.02%3.02B0.76%Medical Biology157.360Dec 31, 2024Aggregated 13F

PGProcter & Gamble

0.56%+458.68K+0.02%2.87B0.72%Manufacturing169.728Dec 31, 2024Aggregated 13F

MAMasterCard

0.56%+165.48K+0.02%2.84B0.57%Non-Bank Financials548.600Dec 31, 2024Aggregated 13F

WMTWalmart

0.54%+345.78K+0.00%2.75B0.39%Commerce88.710Dec 31, 2024Aggregated 13F

COSTCostco

0.54%+91.63K+0.02%2.74B0.65%Commerce952.210Dec 31, 2024Aggregated 13F

UPSUnited Parcel Service

0.50%+1.34M+0.16%2.56B2.74%Transportation108.790Dec 31, 202413F

NFLXNetflix

0.48%+88.99K+0.02%2.47B0.62%Internet & Media923.775Dec 31, 202413F

EOGEOG Resources

0.46%+781.28K+0.14%2.34B3.28%Mining128.625Dec 31, 202413F

PMPhilip Morris International

0.42%+190.13K+0.01%2.13B0.86%Other157.660Dec 31, 2024Aggregated 13F

USBU.S. Bancorp

0.41%+2.46M+0.16%2.09B3.20%Banks41.840Dec 31, 202413F

OKEONEOK Inc

0.36%+934.01K+0.16%1.82B3.09%Mining98.910Dec 31, 2024Aggregated 13F

MRKMerck & Co

0.35%+1.32M+0.05%1.79B0.80%Medical Biology88.210Dec 31, 2024Aggregated 13F

BACBank of America

0.35%+297.86K+0.00%1.78B0.56%Banks41.495Dec 31, 2024Aggregated 13F

MCDMcDonald's

0.35%+130.33K+0.02%1.77B0.80%Leisure Services314.332Dec 31, 2024Aggregated 13F

ABTAbbott Laboratories

0.34%+331.83K+0.02%1.71B0.75%Medical Biology132.160Dec 31, 2024Aggregated 13F

IBMIBM Corp

0.32%+127.76K+0.01%1.65B0.72%Computer248.685Dec 31, 2024Aggregated 13F

CRMSalesforce

0.32%+153.50K+0.02%1.62B0.63%Computer269.605Dec 31, 202413F

FASTFastenal

0.31%+879.58K+0.15%1.60B3.62%Other77.164Dec 31, 202413F

WFCWells Fargo & Co

0.31%-213.58K-0.01%1.60B0.68%Banks71.130Dec 31, 2024Aggregated 13F

ACNAccenture

0.30%+140.73K+0.02%1.55B0.79%Computer315.120Dec 31, 202413F

PAYXPaychex

0.30%+519.76K+0.14%1.54B2.79%Computer154.135Dec 31, 202413F

ORCLOracle

0.30%-1.28M-0.05%1.51B0.39%Computer142.690Dec 31, 2024Aggregated 13F

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