Long-term investor
Charles Schwab Investment Management Inc. @charlesschwabinvestmentm
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000884546).
Record
- Tracked since 2025-06-30 (441 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 35% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.3% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30
- FNDX · 1.6% · long · since 2025-06-30
- GOOG · 1.5% · long · since 2025-06-30
- META · 1.2% · long · since 2025-06-30
- UNH · 1.1% · long · since 2025-06-30
- TSLA · 1.1% · long · since 2025-06-30
- MU · 1.1% · long · since 2025-06-30