SEC 13F Intelligence

Charles Schwab Investment Management Inc / BAC

Charles Schwab Investment Management Inc’s Bank America Corp Position

Does Charles Schwab Investment Management Inc own Bank America Corp (BAC)? Yes157.07M shares worth $7.8B (+1.20% of its 13F portfolio) as of Q1 2026, down from 160.20M shares the prior filed quarter.

Position Value
$7.8B
Q1 2026
Shares
157.07M
% of Portfolio
+1.20%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $2.3BQ4 ’18Q1 ’19: $2.6BQ2 ’19: $2.7BQ3 ’19: $2.8BQ4 ’19: $3.1BQ4 ’19Q1 ’20: $2.8BQ2 ’20: $2.9BQ3 ’20: $3.0BQ4 ’20: $3.4BQ4 ’20Q1 ’21: $3.9BQ2 ’21: $4.3BQ3 ’21: $4.4BQ4 ’21: $4.6BQ4 ’21Q1 ’22: $4.6BQ2 ’22: $4.4BQ3 ’22: $4.0BQ4 ’22: $4.6BQ4 ’22Q1 ’23: $4.6BQ2 ’23: $4.6BQ3 ’23: $4.3BQ4 ’23: $4.9BQ4 ’23Q1 ’24: $5.6BQ2 ’24: $5.6BQ3 ’24: $6.2BQ4 ’24: $6.2BQ4 ’24Q1 ’25: $6.8BQ2 ’25: $6.7BQ3 ’25: $7.1BQ4 ’25: $7.1BQ4 ’25Q1 ’26: $7.8Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026157.07M$7.8B+1.20%
Q4 2025160.20M$7.1B+1.11%
Q3 2025154.55M$7.1B+1.14%
Q2 2025150.14M$6.7B+1.15%
Q1 2025152.22M$6.8B+1.27%
Q4 2024151.62M$6.2B+1.15%
Q3 2024143.91M$6.2B+1.19%
Q2 2024138.16M$5.6B+1.07%
Q1 2024138.43M$5.6B+1.29%
Q4 2023134.84M$4.9B+1.24%
Q3 2023138.55M$4.3B+1.22%
Q2 2023133.27M$4.6B+1.31%
Q1 2023128.75M$4.6B+1.39%
Q4 2022124.60M$4.6B+1.50%
Q3 2022112.41M$4.0B+1.42%
Q2 2022101.03M$4.4B+1.53%
Q1 202296.72M$4.6B+1.37%
Q4 202193.18M$4.6B+1.35%
Q3 202188.55M$4.4B+1.43%
Q2 202185.90M$4.3B+1.42%
Q1 202178.88M$3.9B+1.42%
Q4 202076.32M$3.4B+1.35%
Q3 202072.69M$3.0B+1.39%
Q2 202074.82M$2.9B+1.43%
Q1 202074.62M$2.8B+1.62%
Q4 201965.90M$3.1B+1.65%
Q3 201966.07M$2.8B+1.64%
Q2 201966.89M$2.7B+1.64%
Q1 201965.53M$2.6B+1.69%
Q4 201861.22M$2.3B+1.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of BAC.