Charles Schwab Investment Management Inc Purchases in Q1 2025

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVE
Cenovus Energy Inc.

Energy
507K
+ 12.81%
$12.24 - $15.63 $6.21M - $7.93M
4.47M $62.1M
EQR
Equity Residential

Real Estate
40.2K
+ 0.99%
$66.98 - $75.02 $2.69M - $3.01M
4.11M $294M
VGSH
Vanguard

ETFs
29.9K
+ 3.98%
$58.07 - $58.69 $1.73M - $1.75M
780K $45.8M
LYG
Lloyds Banking Group PLC

Financial Services
225K
+ 19.98%
$2.58 - $3.9 $581K - $878K
1.35M $5.16M
MPWR
Monolithic Power Systems Inc

Technology
10.2K
+ 3.12%
$565.7 - $720.25 $5.75M - $7.32M
336K $195M
HOMB
Home Bancshares Inc

Financial Services
75.5K
+ 3.48%
$27.23 - $31.23 $2.05M - $2.36M
2.24M $63.4M
RCII
Rent A Center Inc De

Industrials
77.5K
+ 7.95%
N/A
1.05M $28M
CUBE
Cube Smart

Real Estate
58.6K
+ 1.87%
$40.23 - $43.23 $2.36M - $2.53M
3.18M $136M
LECO
Lincoln Electric Holdings Inc

Industrials
7.66K
+ 2.14%
$180.51 - $216.81 $1.38M - $1.66M
366K $69.2M
SVC
Service Properties Trust

Real Estate
573K
+ 7.58%
$2.38 - $2.99 $1.36M - $1.71M
8.13M $21.2M
SRCE
1 St Source Corp

Financial Services
19.1K
+ 3.21%
$54.91 - $67.65 $1.05M - $1.29M
612K $36.6M
BRC
Brady Corp

Industrials
48.5K
+ 10.78%
$68.85 - $75.89 $3.34M - $3.68M
499K $35.2M
DQ
Daqo New Energy Corp.

Technology
113K
+ 227.29%
$17.49 - $22.67 $1.97M - $2.55M
162K $2.94M
NTST
Netstreit Corp.

Real Estate
2.22K
+ 0.2%
$13.64 - $15.85 $30.3K - $35.2K
1.14M $18M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
96.5K
+ 19.99%
$14.13 - $16.72 $1.36M - $1.61M
579K $8.96M
YMM
Full Truck Alliance Co. Ltd.

Technology
15.9K
+ 1.78%
$10.41 - $13.69 $165K - $218K
907K $11.6M
TMDX
Trans Medics Group, Inc.

Healthcare
6.93K
+ 2.33%
$56.73 - $79.42 $393K - $551K
304K $20.5M
ING
Ing Groep Nv

Financial Services
51.3K
+ 21.88%
$15.51 - $20.74 $796K - $1.06M
286K $5.6M
FUTU
Futu Holdings LTD

Financial Services
5.06K
+ 8.11%
$75.13 - $123.56 $380K - $625K
67.4K $6.9M
RELX
Relx PLC

Communication Services
23.7K
+ 16.51%
$45.34 - $51.91 $1.07M - $1.23M
167K $8.43M
BTI
British American Tobacco P.L.C.

Consumer Defensive
26.7K
+ 16.77%
$35.35 - $42.74 $945K - $1.14M
186K $7.7M
NGG
National Grid PLC

Utilities
22.6K
+ 34.76%
$56.13 - $65.61 $1.27M - $1.48M
87.6K $5.75M
JWN
Nordstrom Inc

Consumer Cyclical
55.4K
+ 3.23%
$24.01 - $24.46 $1.33M - $1.35M
1.77M $43.2M
NVEE
Nv5 Global, Inc.

Industrials
81.1K
+ 11.82%
$17.03 - $19.42 $1.38M - $1.58M
767K $14.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
13.9K
New
$80.53 - $147.57 $1.12M - $2.05M
13.9K $1.84M
COLD
Americold Realty Trust

Real Estate
73.9K
+ 1.78%
$20.74 - $23.05 $1.53M - $1.7M
4.23M $90.8M
VRNT
Verint Systems Inc

Technology
54.9K
+ 7.78%
N/A
760K $24.8M
AQN
Algonquin Power & Utilities Corp.

Utilities
39.1K
+ 1.7%
$4.27 - $5.19 $167K - $203K
2.34M $12M
BHP
Bhp Group LTD

Basic Materials
37.4K
+ 21.38%
$48.18 - $52.11 $1.8M - $1.95M
213K $10.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
26.6K
+ 16.31%
$17.16 - $25.25 $457K - $672K
190K $4.52M
BLD
Top Build Corp

Industrials
10.9K
+ 4.33%
$295.17 - $354.82 $3.22M - $3.87M
262K $80M
IMVT
Immunovant, Inc.

Healthcare
62.2K
+ 11.01%
N/A
627K $17.2M
WMG
Warner Music Group Corp.

Communication Services
43.7K
+ 4.58%
$29.3 - $36.3 $1.28M - $1.59M
997K $31.3M
EWBC
East West Bancorp Inc

Financial Services
314K
+ 7.11%
$84.35 - $103.91 $26.5M - $32.7M
4.73M $425M
VLGEA
Village Super Market Inc

Consumer Defensive
40.6K
+ 169.69%
$30.38 - $38.01 $1.23M - $1.54M
64.5K $2.45M
VVX
V2 X, Inc.

Industrials
30.8K
+ 21.71%
$42.05 - $55.16 $1.3M - $1.7M
173K $8.47M
AKAM
Akamai Technologies Inc

Technology
18.4K
+ 2.0%
N/A
941K $85.5M
PLTK
Playtika Holding Corp.

Communication Services
424K
+ 143.38%
$4.01 - $7.45 $1.7M - $3.16M
719K $3.72M
JKS
Jinko Solar Holding Co., Ltd.

Technology
89.1K
New
$18.64 - $27.91 $1.66M - $2.49M
89.1K $1.66M
IIIN
Insteel Industries Inc

Industrials
67.4K
+ 36.19%
$24.04 - $31.45 $1.62M - $2.12M
254K $6.67M
DOCN
Digital Ocean Holdings, Inc.

Technology
61K
+ 10.44%
$33.39 - $46.69 $2.04M - $2.85M
645K $21.5M
EFSC
Enterprise Financial Services Corp

Financial Services
51.9K
+ 11.88%
$53.74 - $61.95 $2.79M - $3.21M
489K $26.3M
AG
First Majestic Silver Corp

Basic Materials
141K
+ 24.92%
$5.28 - $7.25 $745K - $1.02M
707K $4.73M
AMRK
A Mark Precious Metals, Inc.

Financial Services
83.6K
+ 33.93%
$25.37 - $29.38 $2.12M - $2.46M
330K $8.38M
PEAK
Healthpeak Properties, Inc.

Real Estate
84.6K
+ 0.83%
N/A
10.2M $194M
HTH
Hilltop Holdings Inc.

Financial Services
3.23K
+ 0.39%
$27.15 - $32.77 $87.6K - $106K
829K $25.3M
MED
Medifast Inc

Consumer Cyclical
151K
+ 132.68%
$13.48 - $17.6 $2.04M - $2.67M
266K $3.58M
PR
Permian Resources Corporation

Energy
279K
+ 6.43%
$12.33 - $16.0 $3.44M - $4.46M
4.62M $64M
SEDG
Solaredge Technologies, Inc.

Technology
12.8K
+ 2.46%
$12.96 - $19.63 $166K - $252K
534K $8.64M
Activity Summary
Buys All Purchases 1941 New Holdings 63 Increased Positions 1878 Sells All Sells 1324 Reductions 1324 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email