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Charles Schwab Investment Management

Industry Distribution

Computer15.20%

Medical Biology11.10%

Electronics9.24%

Non-Bank Financials9.23%

Commerce6.70%

Other48.52%

Holdings Change

Increased

SymbolStock NameChange% Change

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%KEYKeyCorp+29.70M+2.69%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%CNHCNH Industrial+15.03M+1.20%CONConcentra Group+1.35M+1.06%VNOVornado Realty Trust+1.66M+0.87%SVCService Properties Trust+1.26M+0.76%CTOCTO Realty Growth+230.81K+0.72%LNWLight & Wonder+576.99K+0.68%BTBTBit Digital+943.21K+0.61%SILASila Realty Trust+318.74K+0.58%AMNAMN Healthcare Services+217.64K+0.57%PMFPIMCO Municipal Income Fund+144.26K+0.55%RYIRyerson+166.60K+0.52%GOODGladstone Commercial Corp+226.60K+0.51%AMGNAmgen+2.67M+0.50%IPGThe Interpublic Group of Companies+1.83M+0.49%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%APLDApplied Digital+899.14K+0.40%HVTHaverty Furniture+65.02K+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%HELEHelen Of Troy+72.08K+0.32%CURBCurbline Properties+324.16K+0.31%BKSYBlackSky Technology+93.72K+0.30%VRTSVirtus Investment+21.34K+0.30%CTRECareTrust REIT Inc+568.63K+0.30%JBLUJetBlue Airways+1.06M+0.30%PARRPar Pacific+167.59K+0.30%WSOWatsco+118.71K+0.29%ANDEAndersons+99.05K+0.29%FNKOFunko+154.52K+0.29%VSTSVestis+382.07K+0.29%BITFBitfarms Ltd+1.37M+0.29%

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%SNBRSleep Number-204.85K-0.92%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%EAFGrafTech-1.63M-0.63%GCOGenesco-70.55K-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%PLCEChildren's Place-61.09K-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

5036Japan Business Systems+5.08M+11.14%ECGEverus Construction+411.11K+0.81%7752Ricoh+2.47M+0.43%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%FVRFrontView REIT+41.57K+0.26%UPBUpStream Bio+135.32K+0.25%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%9166Genda+95.40K+0.12%SAROStandardAero+320.49K+0.10%CAMPCamp4 Therapeutics+16.69K+0.08%KOPNKopin+125.89K+0.08%MAGNMagnera+64.92K+0.08%BEEPMobile Infrastructure+22.50K+0.07%6902Denso+1.94M+0.07%VUZIVuzix+48.68K+0.07%CMRXChimerix+52.66K+0.06%KULRKULR Technology+113.47K+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%DCTHDelcath Systems+12.98K+0.04%06618JD HEALTH+1.21M+0.04%HURATuHURA Biosciences+15.00K+0.04%MVSTMicrovast+110.77K+0.03%5288SIMEPROP+1.85M+0.03%SERVServe Robotics+11.18K+0.03%ZKZEEKR+20.74K+0.01%6857Advantest+1.48M+0.00%6762TDK+5.13M+0.00%

Sold Out

SymbolStock NameChange% Change

7605Fuji-148.54K-0.83%02007COUNTRY GARDEN-207.67M-0.75%BALYBallys (Delisted)-199.25K-0.41%3738T-Gaia-144.45K-0.26%6619W-SCOPE-115.39K-0.21%SYRSyrah Resources Ltd-2.03M-0.20%5802Sumitomo Electric Industries-1.47M-0.19%7245Daido Metal-74.92K-0.16%4112Hodogaya Chemical-12.31K-0.15%EMLEML Payments Ltd-558.99K-0.15%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%KZRKezar Life Sciences-6.34K-0.09%4097Koatsu Gas Kogyo-45.20K-0.08%YHGJYunhong Green CTI-20.21K-0.08%3668COLOPL-93.37K-0.07%8890Raysum(Delisted)-20.30K-0.07%FGENFibroGen-58.03K-0.06%BGFVBig 5 Sporting Goods-12.38K-0.06%00215HUTCHTEL HK-2.50M-0.05%ALVRAlloVir-2.48K-0.05%00743ASIA CEMENT CH-769.73K-0.05%TILInstil Bio-2.98K-0.05%ASRTAssertio-40.14K-0.04%RLMDRelmada Therapeutics-12.51K-0.04%ABATAmerican Battery Technology-32.53K-0.04%GLXYGalaxy Digital Holdings Ltd-48.95K-0.04%NXTCNextCure-10.00K-0.04%PDSBPDS Biotechnology-13.28K-0.04%CTXRCitius Pharmaceuticals-3.04K-0.04%SACHSachem Capital Corp-16.35K-0.03%MESAMesa Air Group-12.88K-0.03%ENZEnzo Biochem-13.47K-0.03%OPTNOptiNose-2.41K-0.02%SHOTSafety Shot-13.50K-0.02%CVMCEL-SCI-16.48K-0.02%HYPRHyperfine-14.65K-0.02%VORVor Biopharma-17.79K-0.01%

Holdings List

Latest

2024Q4

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

AAPLApple

4.66%+3.16M+0.02%24.55B0.65%Computer235.930Dec 31, 2024Aggregated 13F

MSFTMicrosoft

3.92%+1.82M+0.02%20.64B0.66%Computer388.610Dec 31, 2024Aggregated 13F

NVDANVIDIA

3.86%+5.21M+0.02%20.32B0.62%Electronics115.990Dec 31, 2024Aggregated 13F

GOOGLAlphabet-A

2.49%+2.09M+0.02%13.12B0.57%Internet & Media170.920Dec 31, 2024Aggregated 13F

AMZNAmazon

2.49%+2.33M+0.02%13.09B0.56%Commerce203.800Dec 31, 2024Aggregated 13F

METAMeta Platforms

1.59%+424.39K+0.02%8.35B0.56%Internet & Media640.000Dec 31, 2024Aggregated 13F

AVGOBroadcom

1.45%+812.63K+0.02%7.61B0.70%Electronics187.480Dec 31, 2024Aggregated 13F

TSLATesla

1.33%+780.03K+0.02%7.00B0.54%Auto272.040Dec 31, 202413F

HDHome Depot

1.00%-83.00K-0.01%5.26B1.36%Commerce381.680Dec 31, 2024Aggregated 13F

BRK.ABerkshire Hathaway-A

0.94%+194.00+0.01%4.97B0.51%Non-Bank Financials742800.000Dec 31, 2024Aggregated 13F

ABBVAbbVie

0.92%+3.60M+0.20%4.83B1.56%Medical Biology207.760Dec 31, 2024Aggregated 13F

JPMJPMorgan

0.91%+75.73K+0.00%4.80B0.72%Banks250.250Dec 31, 2024Aggregated 13F

CSCOCisco

0.90%-2.20M-0.06%4.73B2.02%Communication Equipment63.260Dec 31, 2024Aggregated 13F

KOCoca-Cola

0.88%+11.57M+0.27%4.62B1.72%Food & Beverages70.190Dec 31, 2024Aggregated 13F

CVXChevron

0.87%+745.80K+0.04%4.57B1.81%Mining152.000Dec 31, 2024Aggregated 13F

VZVerizon

0.81%+7.42M+0.18%4.27B2.58%Communication Equipment42.870Dec 31, 2024Aggregated 13F

PFEPfizer

0.77%+25.32M+0.45%4.06B2.74%Medical Biology25.750Dec 31, 202413F

TXNTexas Instruments

0.76%+2.24M+0.25%4.00B2.36%Electronics194.840Dec 31, 2024Aggregated 13F

LLYEli Lilly and Co

0.74%+199.96K+0.02%3.88B0.56%Medical Biology911.060Dec 31, 2024Aggregated 13F

VVisa

0.73%+719.36K+0.04%3.86B0.63%Non-Bank Financials352.230Dec 31, 2024Aggregated 13F

PEPPepsiCo

0.73%+3.86M+0.28%3.84B1.84%Food & Beverages154.190Dec 31, 2024Aggregated 13F

BLKBlackrock

0.73%-12.32K-0.01%3.83B2.41%Non-Bank Financials951.790Dec 31, 202413F

LMTLockheed Martin

0.68%+1.13M+0.48%3.60B3.17%Defense448.820Dec 31, 2024Aggregated 13F

AMGNAmgen

0.65%+2.67M+0.50%3.41B2.46%Medical Biology312.190Dec 31, 202413F

XOMExxon Mobil

0.65%+703.43K+0.02%3.40B0.73%Mining107.540Dec 31, 2024Aggregated 13F

BMYBristol-Myers Squibb

0.64%-729.93K-0.04%3.37B2.97%Medical Biology59.440Dec 31, 202413F

UNHUnitedHealth

0.60%+182.46K+0.02%3.15B0.68%Medical Biology474.610Dec 31, 2024Aggregated 13F

MOAltria

0.59%+2.30M+0.14%3.13B3.54%Other56.300Dec 31, 2024Aggregated 13F

UPSUnited Parcel Service

0.55%+1.34M+0.16%2.89B2.72%Transportation116.790Dec 31, 202413F

WMTWalmart

0.54%+345.78K+0.00%2.86B0.39%Commerce94.970Dec 31, 2024Aggregated 13F

PGProcter & Gamble

0.53%+458.68K+0.02%2.82B0.72%Manufacturing173.180Dec 31, 2024Aggregated 13F

MAMasterCard

0.52%+165.48K+0.02%2.73B0.57%Non-Bank Financials555.070Dec 31, 2024Aggregated 13F

COSTCostco

0.50%+91.63K+0.02%2.65B0.65%Commerce1036.870Dec 31, 2024Aggregated 13F

JNJJohnson & Johnson

0.50%+547.70K+0.02%2.61B0.76%Medical Biology165.420Dec 31, 2024Aggregated 13F

USBU.S. Bancorp

0.45%+2.46M+0.16%2.38B3.19%Banks44.610Dec 31, 202413F

NFLXNetflix

0.45%+88.99K+0.02%2.38B0.62%Internet & Media972.580Dec 31, 202413F

EOGEOG Resources

0.42%+781.28K+0.14%2.21B3.28%Mining122.110Dec 31, 202413F

CRMSalesforce

0.39%+153.50K+0.02%2.03B0.63%Computer287.340Dec 31, 202413F

MRKMerck & Co

0.38%+1.32M+0.05%2.00B0.80%Medical Biology92.560Dec 31, 2024Aggregated 13F

BACBank of America

0.36%+297.86K+0.00%1.89B0.56%Banks42.670Dec 31, 2024Aggregated 13F

OKEONEOK Inc

0.35%+934.01K+0.16%1.83B3.09%Mining93.790Dec 31, 2024Aggregated 13F

ORCLOracle

0.34%-1.28M-0.05%1.81B0.39%Computer157.470Dec 31, 2024Aggregated 13F

ACNAccenture

0.33%+140.73K+0.02%1.74B0.79%Computer345.780Dec 31, 202413F

MCDMcDonald's

0.31%+130.33K+0.02%1.64B0.80%Leisure Services305.770Dec 31, 2024Aggregated 13F

PMPhilip Morris International

0.31%+190.13K+0.01%1.62B0.86%Other153.950Dec 31, 2024Aggregated 13F

TSMTaiwan Semiconductor

0.30%+23.20K+0.00%1.59B0.16%Electronics180.000Jan 31, 2025Multiple

WFCWells Fargo & Co

0.30%-213.58K-0.01%1.56B0.68%Banks73.300Dec 31, 2024Aggregated 13F

FASTFastenal

0.28%+879.58K+0.15%1.48B3.62%Other74.230Dec 31, 202413F

TMOThermo Fisher Scientific

0.28%+366.30K+0.10%1.46B0.75%Medical Biology516.570Dec 31, 2024Aggregated 13F

ABTAbbott Laboratories

0.28%+331.83K+0.02%1.46B0.75%Medical Biology137.580Dec 31, 2024Aggregated 13F

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