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Charles Schwab Investment Management

Industry Distribution

Computer14.40%

Medical Biology12.38%

Electronics8.97%

Non-Bank Financials8.82%

Commerce6.52%

Other48.91%

Holdings Change

Increased

SymbolStock NameChange% Change

Y92ThaiBev+1.64B+6.53%PYNPIMCO New York Municipal Income Fund III+371.56K+6.46%FGBFirst Trust Specialty Fnc & Fncl Oppor+780.33K+5.43%FCTFirst Trust Senior Floating Rate Income Fund II+1.36M+5.22%PMXPIMCO Municipal Income Fund III+1.15M+3.45%PNFPIMCO New York Municipal Income Fund+263.38K+3.35%KEYKeyCorp+28.12M+2.54%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%CTOCTO Realty Growth+230.81K+0.77%SVCService Properties Trust+1.26M+0.76%VNOVornado Realty Trust+1.34M+0.70%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+0.52%AMGNAmgen+2.67M+0.50%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%03669YONGDA AUTO+7.87M+0.42%APLDApplied Digital+899.14K+0.40%BXCBlueLinx Holdings+32.69K+0.39%GPREGreen Plains Inc+250.74K+0.39%TEFTelefonica+20.96M+0.37%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%HIVEHIVE Digital Technologies Ltd+411.07K+0.31%CURBCurbline Properties+324.16K+0.31%JBLUJetBlue Airways+1.06M+0.31%BKSYBlackSky Technology+93.72K+0.30%VRTSVirtus Investment+21.34K+0.30%CTRECareTrust REIT Inc+568.63K+0.30%NKLANikola+254.04K+0.30%PARRPar Pacific+167.59K+0.30%WSOWatsco+118.71K+0.29%

Decreased

SymbolStock NameChange% Change

5857Are Holdings-3.97M-5.18%CTRACoterra Energy-18.04M-2.45%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%QRTEAQurate Retail-A-3.60M-0.91%OPIOffice Properties Income Trust-506.01K-0.91%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%KELYAKelly Services-A-248.80K-0.70%HMSTHomeStreet-130.47K-0.69%TBITrueBlue-202.49K-0.69%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%HVTHaverty Furniture-87.43K-0.53%TPICTPI Composites-250.29K-0.53%CNDTConduent-815.81K-0.51%UISUnisys-345.65K-0.50%GTNGray Media-469.60K-0.49%EHABEnhabit-246.45K-0.49%BGSB&G Foods-382.88K-0.48%PLCEChildren's Place-61.09K-0.48%ACCOACCO Brands-441.14K-0.47%PETSPetMed Express-96.45K-0.47%NTGRNetgear-134.43K-0.47%ZIMVZimVie-126.60K-0.46%GPMTGranite Point Mortgage Trust Inc-225.41K-0.45%SCSCScanSource-105.48K-0.45%MTUSMetallus-187.56K-0.44%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%GCIGannett-579.14K-0.42%HCSGHealthcare Services Group-302.67K-0.41%AMRKA-Mark Precious Metals-94.70K-0.41%BDNBrandywine Realty Trust-708.64K-0.41%

New

SymbolStock NameChange% Change

STKColumbia Seligman Premium Technology Growth Fund Inc+2.33M+14.08%ECGEverus Construction+411.11K+0.81%TTGTTechTarget+226.04K+0.32%7033Management Solutions+27.10K+0.17%4221Okura Industrial+14.70K+0.13%3932Akatsuki+18.10K+0.13%ALKAlkane Resources Ltd+729.58K+0.12%4820EM Systems+63.10K+0.09%KOPNKopin+125.89K+0.08%FCLFINEOS Corp Holdings PLC+267.12K+0.08%VUZIVuzix+48.68K+0.07%BRBSBlue Ridge Bankshares+40.60K+0.05%VERIVeritone+20.00K+0.04%MVSTMicrovast+110.77K+0.03%5288SIMEPROP+1.85M+0.03%SNRESunrise Communications AG+400.91K+0.00%PRMBPrimo Brands+1.20M+0.00%MAGNMagnera+64.92K+0.00%FBLAFB BANCORP INC+10.00K+0.00%SEPNSepterna+139.62K+0.00%HURATuHURA Biosciences+15.00K+0.00%CBLLCeribell+96.58K+0.00%UPBUpStream Bio+135.32K+0.00%CAMPCamp4 Therapeutics+16.69K+0.00%INVInnventure+156.00K+0.00%KLCKinderCare Learning Companies+207.59K+0.00%FVRFrontView REIT+41.57K+0.00%SAROStandardAero+320.49K+0.00%BIOABioAge Labs+84.87K+0.00%GRDNGuardian Pharmacy Services+26.85K+0.00%BKVBKV Corp+123.58K+0.00%MBXMBX Biosciences+93.31K+0.00%BCAXBicara Therapeutics+156.78K+0.00%ZBIOZenas BioPharma+118.66K+0.00%GYGGuzman y Gomez Ltd+85.33K+0.00%SERVServe Robotics+11.18K+0.00%ZKZEEKR+20.74K+0.00%BEEPMobile Infrastructure+22.50K+0.00%9166Genda+95.40K+0.00%9081Kanagawa Chuo Kotsu+10.30K+0.00%8185Chiyoda+40.40K+0.00%7914Kyodo Printing+9.60K+0.00%5036Japan Business Systems+5.08M+0.00%3825Remixpoint+223.90K+0.00%SBMSt Barbara Ltd+1.46M+0.00%KULRKULR Technology+113.47K+0.00%CMRXChimerix+52.66K+0.00%DCTHDelcath Systems+12.98K+0.00%

Sold Out

SymbolStock NameChange% Change

7605Fuji-148.54K-0.83%02007COUNTRY GARDEN-207.67M-0.75%DPZDomino's Pizza-229.10K-0.66%BALYBallys (Delisted)-200.72K-0.49%3738T-Gaia-144.45K-0.26%7752Ricoh-1.38M-0.24%6619W-SCOPE-115.39K-0.21%MYRMyer Holdings Ltd-1.76M-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%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%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-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%06618JD HEALTH-1.28M-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%CVMCEL-SCI-16.48K-0.02%SHOTSafety Shot-13.50K-0.02%HYPRHyperfine-14.65K-0.02%

Holdings List

Latest

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

2022Q3

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

AAPLApple

4.25%+3.16M+0.02%22.15B0.65%Computer244.600Dec 31, 2024Aggregated 13F

MSFTMicrosoft

3.95%+1.82M+0.02%20.60B0.66%Computer408.430Dec 31, 2024Aggregated 13F

NVDANVIDIA

3.40%+5.21M+0.02%17.70B0.62%Electronics138.850Dec 31, 2024Aggregated 13F

GOOGLAlphabet-A

2.22%+2.09M+0.02%11.56B0.57%Internet & Media185.230Dec 31, 2024Aggregated 13F

AMZNAmazon

2.12%+2.33M+0.02%11.04B0.56%Commerce228.680Dec 31, 2024Aggregated 13F

METAMeta Platforms

1.58%+424.39K+0.02%8.21B0.56%Internet & Media736.670Dec 31, 2024Aggregated 13F

HDHome Depot

1.06%-83.00K-0.01%5.51B1.36%Commerce409.500Dec 31, 2024Aggregated 13F

AVGOBroadcom

1.05%+812.63K+0.02%5.48B0.70%Electronics233.040Dec 31, 2024Aggregated 13F

ABBVAbbVie

1.02%+3.60M+0.20%5.32B1.55%Medical Biology192.870Dec 31, 2024Aggregated 13F

KOCoca-Cola

1.01%+11.57M+0.27%5.28B1.72%Food & Beverages68.870Dec 31, 2024Aggregated 13F

BRK.ABerkshire Hathaway-A

0.96%+194.00+0.01%5.00B0.51%Non-Bank Financials719146.000Dec 31, 2024Aggregated 13F

VZVerizon

0.91%+7.42M+0.18%4.76B2.58%Communication Equipment40.990Dec 31, 2024Aggregated 13F

CVXChevron

0.90%+745.80K+0.04%4.67B1.77%Mining155.340Dec 31, 2024Aggregated 13F

LMTLockheed Martin

0.86%+1.13M+0.48%4.50B3.17%Defense423.190Dec 31, 2024Aggregated 13F

TSLATesla

0.86%+780.03K+0.02%4.47B0.54%Auto355.840Dec 31, 202413F

LLYEli Lilly and Co

0.85%+199.96K+0.02%4.44B0.56%Medical Biology844.270Dec 31, 2024Aggregated 13F

PFEPfizer

0.83%+25.32M+0.45%4.32B2.74%Medical Biology25.530Dec 31, 202413F

PEPPepsiCo

0.82%+3.86M+0.28%4.29B1.84%Food & Beverages143.390Dec 31, 2024Aggregated 13F

TXNTexas Instruments

0.82%+2.24M+0.25%4.27B2.36%Electronics183.030Dec 31, 2024Aggregated 13F

CSCOCisco

0.80%-2.20M-0.06%4.19B2.02%Communication Equipment64.870Dec 31, 2024Aggregated 13F

AMGNAmgen

0.80%+2.67M+0.50%4.16B2.46%Medical Biology291.160Dec 31, 202413F

JPMJPMorgan

0.79%+75.73K+0.00%4.12B0.72%Banks276.590Dec 31, 2024Aggregated 13F

XOMExxon Mobil

0.72%+703.43K+0.02%3.76B0.73%Mining108.240Dec 31, 2024Aggregated 13F

UNHUnitedHealth

0.69%+182.46K+0.02%3.62B0.68%Medical Biology523.510Dec 31, 2024Aggregated 13F

BLKBlackrock

0.67%-12.32K-0.01%3.47B2.41%Non-Bank Financials973.920Dec 31, 202413F

VVisa

0.65%+719.36K+0.04%3.39B0.63%Non-Bank Financials353.810Dec 31, 2024Aggregated 13F

BMYBristol-Myers Squibb

0.60%-729.93K-0.04%3.12B2.97%Medical Biology53.900Dec 31, 202413F

UPSUnited Parcel Service

0.59%+1.34M+0.16%3.06B2.73%Transportation116.220Dec 31, 202413F

MOAltria

0.57%+2.30M+0.14%2.99B3.53%Other53.290Dec 31, 2024Aggregated 13F

JNJJohnson & Johnson

0.56%+547.70K+0.02%2.93B0.76%Medical Biology156.150Dec 31, 2024Aggregated 13F

PGProcter & Gamble

0.55%+458.68K+0.02%2.89B0.72%Manufacturing162.890Dec 31, 2024Aggregated 13F

MAMasterCard

0.49%+165.48K+0.02%2.57B0.57%Non-Bank Financials564.760Dec 31, 2024Aggregated 13F

WMTWalmart

0.49%+345.78K+0.00%2.56B0.39%Commerce104.040Dec 31, 2024Aggregated 13F

COSTCostco

0.49%+91.63K+0.02%2.54B0.65%Commerce1071.850Dec 31, 2024Aggregated 13F

MRKMerck & Co

0.44%+1.32M+0.05%2.29B0.80%Medical Biology83.010Dec 31, 2024Aggregated 13F

EOGEOG Resources

0.44%+781.28K+0.14%2.28B3.25%Mining129.310Dec 31, 202413F

USBU.S. Bancorp

0.42%+2.46M+0.16%2.19B3.19%Banks47.750Dec 31, 202413F

NFLXNetflix

0.36%+88.99K+0.02%1.88B0.62%Internet & Media1058.600Dec 31, 202413F

ORCLOracle

0.35%-1.28M-0.05%1.81B0.39%Computer174.160Dec 31, 2024Aggregated 13F

ACNAccenture

0.33%+140.73K+0.02%1.73B0.79%Computer388.000Dec 31, 202413F

TMOThermo Fisher Scientific

0.33%+366.30K+0.10%1.72B0.73%Medical Biology531.850Dec 31, 2024Aggregated 13F

MCDMcDonald's

0.33%+130.33K+0.02%1.72B0.79%Leisure Services308.550Dec 31, 2024Aggregated 13F

BACBank of America

0.32%+297.86K+0.00%1.67B0.56%Banks46.960Dec 31, 2024Aggregated 13F

OKEONEOK Inc

0.32%+934.01K+0.16%1.67B3.16%Mining97.850Dec 31, 2024Aggregated 13F

CRMSalesforce

0.32%+153.50K+0.02%1.64B0.63%Computer326.540Dec 31, 202413F

AMDAdvanced Micro Devices

0.31%+424.84K+0.03%1.61B0.62%Electronics113.100Dec 31, 202413F

PMPhilip Morris International

0.31%+190.13K+0.01%1.60B0.86%Other150.460Dec 31, 2024Aggregated 13F

KMBKimberly-Clark

0.29%+400.66K+0.12%1.50B3.19%Manufacturing132.670Feb 13, 2025Aggregated 13F

LINLinde

0.28%+89.41K+0.02%1.47B0.65%Chemicals457.000Dec 31, 202413F

FASTFastenal

0.28%+879.58K+0.15%1.46B3.62%Other74.780Feb 13, 202513F

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