Charles Schwab Investment Management Inc Purchases in Q2 2025

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TOL
Toll Brothers, Inc.

Consumer Cyclical
9.27K
+ 1.34%
$90.5 - $114.3 $839K - $1.06M
699K $79.8M
KSS
Kohls Corp

Consumer Cyclical
747K
+ 37.95%
$6.13 - $9.4 $4.58M - $7.02M
2.72M $23M
LPI
Laredo Petroleum, Inc.

Energy
142K
+ 24.17%
N/A
731K $35.5M
TYL
Tyler Technologies Inc

Technology
5.71K
+ 1.88%
$521.68 - $592.84 $2.98M - $3.38M
309K $183M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
119K
+ 9.7%
N/A
1.35M $77.5M
AGCO
Agco Corp

Industrials
16.3K
+ 3.34%
$75.77 - $108.43 $1.24M - $1.77M
504K $52M
PSX
Phillips 66

Energy
166K
+ 5.33%
$92.87 - $125.73 $15.4M - $20.8M
3.27M $390M
PII
Polaris Inc.

Consumer Cyclical
170K
+ 29.41%
$31.97 - $42.61 $5.45M - $7.26M
750K $30.5M
SEE
Sealed Air Corp

Consumer Cyclical
110K
+ 7.06%
$23.93 - $32.95 $2.64M - $3.64M
1.67M $51.9M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
290K
+ 21.87%
$12.82 - $18.15 $3.72M - $5.26M
1.61M $27.1M
HAE
Haemonetics Corp

Healthcare
6.1K
+ 1.1%
$56.04 - $74.77 $342K - $456K
562K $41.9M
AMBA
Ambarella Inc

Technology
22.4K
+ 6.92%
$40.3 - $69.3 $902K - $1.55M
346K $22.8M
RUN
Sunrun Inc.

Technology
236K
+ 11.84%
$5.67 - $12.85 $1.34M - $3.03M
2.23M $18.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
145K
+ 1.83%
$63.54 - $68.5 $9.24M - $9.96M
8.1M $546M
ABC
Amerisourcebergen Corp

Healthcare
35.2K
+ 3.37%
N/A
1.08M $200M
CBOE
Cboe Global Markets, Inc.

Financial Services
10.7K
+ 1.85%
$205.81 - $234.23 $2.2M - $2.51M
590K $138M
LMND
Lemonade, Inc.

Financial Services
22.1K
+ 5.0%
$25.12 - $45.79 $555K - $1.01M
464K $20.3M
VVV
Valvoline Inc

Energy
34.1K
+ 2.04%
$31.48 - $38.2 $1.08M - $1.3M
1.71M $64.7M
DHC
Diversified Healthcare Trust

Real Estate
839K
+ 29.39%
$2.07 - $3.79 $1.74M - $3.18M
3.69M $13.2M
PIPR
Piper Sandler Companies

Financial Services
992
+ 0.49%
$210.78 - $281.82 $209K - $280K
202K $56.2M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
267K
+ 8.86%
$28.45 - $33.08 $7.6M - $8.84M
3.28M $105M
WWW
Wolverine World Wide Inc

Consumer Cyclical
146K
+ 16.59%
$10.07 - $18.79 $1.47M - $2.74M
1.02M $18.5M
VC
Visteon Corp

Consumer Cyclical
2.78K
+ 0.73%
$67.04 - $94.19 $186K - $261K
385K $35.9M
NVS
Novartis Ag

Healthcare
37K
+ 19.95%
$101.96 - $121.01 $3.78M - $4.48M
223K $26.9M
AMSC
American Superconductor Corp

Industrials
13.3K
+ 4.29%
$15.8 - $37.12 $210K - $493K
323K $11.8M
BXP
Boston Properties Inc

Real Estate
83K
+ 3.77%
$56.86 - $74.12 $4.72M - $6.15M
2.28M $154M
PSN
Parsons Corp

Industrials
8.17K
+ 1.83%
$58.88 - $71.77 $481K - $587K
455K $32.7M
TRP
Tc Energy Corp

Energy
34.9K
+ 1.23%
$44.48 - $51.4 $1.55M - $1.79M
2.88M $140M
BRX
Brixmor Property Group Inc.

Real Estate
271K
+ 5.26%
N/A
5.41M $123M
ESS
Essex Property Trust, Inc.

Real Estate
22.5K
+ 2.89%
N/A
801K $218M
QUBT
Quantum Computing Inc.

Technology
290K
+ 570.66%
$5.87 - $21.22 $1.7M - $6.16M
341K $6.54M
NAVI
Navient Corp

Financial Services
282K
+ 19.6%
$10.76 - $14.33 $3.04M - $4.04M
1.72M $24.3M
WRB
Berkley W R Corp

Financial Services
25.3K
+ 1.39%
$64.28 - $75.17 $1.63M - $1.91M
1.85M $136M
CMC
Commercial Metals CO

Basic Materials
37K
+ 2.53%
$39.2 - $50.67 $1.45M - $1.88M
1.5M $73.5M
VNT
Vontier Corp

Technology
1.58K
+ 0.11%
$28.04 - $37.3 $44.2K - $58.7K
1.48M $54.6M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
194K
+ 25.84%
$10.22 - $14.9 $1.98M - $2.89M
943K $14.1M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
192K
New
$28.23 - $38.37 $5.43M - $7.38M
192K $6.02M
LEG
Leggett & Platt Inc

Consumer Cyclical
507K
+ 34.74%
$6.56 - $9.72 $3.33M - $4.93M
1.97M $17.5M
PI
Impinj Inc

Technology
14.4K
+ 6.72%
$62.54 - $125.05 $901K - $1.8M
229K $25.4M
LMB
Limbach Holdings, Inc.

Industrials
3.34K
+ 4.0%
$69.3 - $142.14 $232K - $475K
86.9K $12.2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
49.7K
+ 11.28%
$54.28 - $67.95 $2.7M - $3.38M
491K $33.4M
KALU
Kaiser Aluminum Corp

Basic Materials
1.34K
+ 0.45%
$50.21 - $80.95 $67.3K - $108K
301K $24M
GENI
Genius Sports LTD

Communication Services
561K
New
$8.67 - $11.05 $4.86M - $6.2M
561K $5.83M
AVPT
Ave Point, Inc.

Technology
74.3K
+ 8.23%
$13.33 - $19.99 $990K - $1.48M
977K $18.9M
BNTX
Bio N Tech Se

Healthcare
19.5K
+ 8.02%
$86.65 - $120.54 $1.69M - $2.35M
263K $28M
CVE
Cenovus Energy Inc.

Energy
528K
+ 11.83%
$10.58 - $14.83 $5.59M - $7.84M
4.99M $67.9M
FTS
Fortis Inc.

Utilities
58.2K
+ 4.13%
$44.42 - $49.76 $2.58M - $2.89M
1.47M $69.9M
CARG
Car Gurus, Inc.

Communication Services
32.9K
+ 3.07%
$25.19 - $33.64 $829K - $1.11M
1.1M $36.9M
LEA
Lear Corp

Consumer Cyclical
23.6K
+ 4.59%
$75.18 - $95.54 $1.77M - $2.25M
537K $51M
Activity Summary
Buys All Purchases 2415 New Holdings 172 Increased Positions 2243 Sells All Sells 1015 Reductions 1015 Sold out 0 Options Calls 0 Puts 0
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