Investor · Company
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. is an investment manager in the United States. It held $30.6 bn of shares in 41 listed asset owners in the data at its latest 13F report, the largest Chevron Corporation ($6.25 bn).
Shares in listed asset owners
Listed companies in the data in which Charles Schwab Investment Management, Inc. reported $100 m or more of shares, or 1% or more of them, on Form 13F, at its latest report on each: the 25 largest of 41.
| Company | Value | Of shares outstanding | Quarter |
|---|---|---|---|
| Chevron Corporation | $6.25 bn | 1.91% | 30 Jun 2026 |
| ExxonMobil Holdings Corp | $4.53 bn | 0.81% | 30 Jun 2026 |
| Conocophillips Company | $4.31 bn | 3.45% | 30 Jun 2026 |
| NextEra Energy, Inc. | $1.53 bn | 0.83% | 30 Jun 2026 |
| Equinix, Inc. | $1.3 bn | 1.26% | 30 Jun 2026 |
| Duke Energy CORP | $1.17 bn | 1.18% | 30 Jun 2026 |
| Digital Realty Trust | $851 m | — | 30 Jun 2026 |
| The Southern Company | $707 m | 0.66% | 30 Jun 2026 |
| Phillips 66 | $691 m | 1.03% | 30 Jun 2026 |
| Marathon Petroleum Corp | $670 m | 0.93% | 30 Jun 2026 |
| WEC Energy Group Inc. | $630 m | 1.65% | 30 Jun 2026 |
| Constellation Energy Corporation | $626 m | 0.71% | 30 Jun 2026 |
| Freeport-McMoran Inc. | $590 m | 0.65% | 30 Jun 2026 |
| Iron Mountain Incorporated | $539 m | 1.43% | 30 Jun 2026 |
| American Electric Power | $488 m | 0.66% | 30 Jun 2026 |
| APA Corp | $433 m | — | 30 Jun 2026 |
| Dominion Energy Inc. | $411 m | 0.68% | 30 Jun 2026 |
| Sempra | $391 m | 0.65% | 30 Jun 2026 |
| Enbridge Inc. | $384 m | 0.32% | 30 Jun 2026 |
| Entergy | $351 m | 0.67% | 30 Jun 2026 |
| Xcel Energy Inc. | $335 m | 0.67% | 30 Jun 2026 |
| Vistra Corp. | $334 m | 0.63% | 30 Jun 2026 |
| CANADIAN NATURAL RESOURCES Ltd | $303 m | — | 30 Jun 2026 |
| Public Service Enterprise Group Incorporated | $271 m | 0.67% | 30 Jun 2026 |
| PG&E Corp | $264 m | 0.59% | 30 Jun 2026 |
Facts
| Fact | Value | Source |
|---|---|---|
| Location | United States | GLEIF LEI · record · CC0 1.0 · checked 24 Oct 2026 |
| Location | California | SEC 13F data sets · Public domain · checked 24 Oct 2026 |
| LEI | EVQ6EP3QESDF386W4D54 | GLEIF LEI · record · CC0 1.0 · checked 24 Oct 2026 |
| LEI | EVQ6EP3QESDF386W4D54 | Rare Context entity resolution · record · CC0 1.0 · checked 24 Oct 2026 |
| SEC CIK | 0000884546 | SEC 13F data sets · Public domain · checked 24 Oct 2026 |
| SEC CRD number | 106753 | SEC 13F data sets · Public domain · checked 24 Oct 2026 |
| Company number | 2211337 | GLEIF LEI · record · CC0 1.0 · checked 24 Oct 2026 |
Also recorded as
Sources name Charles Schwab Investment Management, Inc. under 2 records; this page joins them. Links to any of them lead here.
| Name in the source | Identifier | Source |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. | party:lei:EVQ6EP3QESDF386W4D54 | GLEIF LEI |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | party:sec-cik:0000884546 | SEC 13F data sets |
Research on Charles Schwab Investment Management, Inc.Its real-asset holdings and recent deals, and an introduction to the team: on request.
Request researchData on this page
- GLEIF LEI. GLEIF LEI, CC0 1.0.
- Rare Context entity resolution. Rare Context entity resolution, CC0 1.0.
- U.S. Securities and Exchange Commission. SEC 13F data sets, Public domain.