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
SUI
Sun Communities Inc

Real Estate
56K
+ 4.91%
$114.62 - $132.25 $6.42M - $7.41M
1.2M $151M
AVT
Avnet Inc

Technology
1.57K
+ 0.17%
$41.51 - $53.08 $65.2K - $83.3K
912K $48.4M
CPRI
Capri Holdings LTD

Consumer Cyclical
383K
+ 35.81%
$12.48 - $19.63 $4.78M - $7.52M
1.45M $25.7M
FUL
Fuller H B CO

Basic Materials
23.9K
+ 3.04%
$48.43 - $61.99 $1.16M - $1.48M
809K $48.7M
SAN
Banco Santander, S.A.

Financial Services
284K
+ 20.45%
$5.72 - $8.32 $1.62M - $2.36M
1.67M $13.9M
SPSC
Sps Commerce Inc

Technology
21.7K
+ 4.48%
$121.61 - $152.67 $2.63M - $3.31M
505K $68.8M
GTX
Garrett Motion Inc.

Consumer Cyclical
266K
+ 32.0%
$7.34 - $12.04 $1.95M - $3.2M
1.1M $11.5M
AI
C3.Ai, Inc.

Technology
52.4K
+ 5.65%
$18.24 - $27.8 $956K - $1.46M
981K $24.1M
SPTN
Spartan Nash CO

Consumer Defensive
79.6K
+ 20.41%
$17.62 - $26.57 $1.4M - $2.12M
470K $12.4M
FIVN
Five9, Inc.

Technology
181K
+ 39.89%
$21.54 - $29.56 $3.89M - $5.34M
634K $16.8M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
480K
+ 160.61%
$2.39 - $6.79 $1.15M - $3.26M
778K $5.28M
ADUS
Addus Home Care Corp

Healthcare
8.28K
+ 3.9%
$96.32 - $118.0 $797K - $977K
220K $25.4M
ASTE
Astec Industries Inc

Industrials
56.5K
+ 20.0%
$30.65 - $42.44 $1.73M - $2.4M
339K $14.1M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
58.1K
+ 2.62%
$72.12 - $76.23 $4.19M - $4.43M
2.27M $173M
XRAY
Dentsply Sirona Inc.

Healthcare
151K
+ 7.18%
$12.55 - $16.75 $1.9M - $2.53M
2.26M $35.9M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
6.76K
+ 0.18%
$8.48 - $11.94 $57.4K - $80.8K
3.81M $39.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
68.4K
+ 8.62%
$50.09 - $51.09 $3.42M - $3.49M
862K $44M
ITGR
Integer Holdings Corp

Healthcare
19.4K
+ 4.89%
$106.73 - $126.93 $2.07M - $2.47M
417K $51.3M
TRU
Trans Union

Industrials
8.88K
+ 1.25%
$69.26 - $91.89 $615K - $816K
722K $63.5M
VCTR
Victory Capital Holdings, Inc.

Financial Services
21.5K
+ 4.21%
$51.28 - $64.94 $1.1M - $1.4M
533K $33.9M
MXL
Maxlinear Inc

Technology
52.7K
+ 4.94%
$9.15 - $14.32 $482K - $755K
1.12M $15.9M
ENVX
Enovix Corp

Industrials
33K
+ 2.49%
$5.46 - $10.53 $180K - $348K
1.36M $14M
NWBI
Northwest Bancshares, Inc.

Financial Services
19.6K
+ 0.37%
$10.9 - $12.84 $214K - $252K
5.34M $68.3M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.01K
+ 0.68%
$140.37 - $177.56 $141K - $179K
148K $25.5M
SYY
Sysco Corp

Consumer Defensive
27.7K
+ 0.89%
$68.0 - $75.91 $1.88M - $2.1M
3.13M $237M
GFL
Gfl Environmental Inc.

Industrials
63.1K
+ 12.65%
$42.93 - $51.58 $2.71M - $3.26M
562K $28.4M
WRLD
World Acceptance Corp

Financial Services
15.9K
+ 38.29%
$112.54 - $169.1 $1.79M - $2.7M
57.6K $9.51M
POWL
Powell Industries Inc

Industrials
2K
+ 2.11%
$159.38 - $211.34 $319K - $423K
96.8K $20.4M
EBS
Emergent Bio Solutions Inc.

Healthcare
522K
+ 89.48%
$4.26 - $6.94 $2.22M - $3.62M
1.11M $7.05M
KIM
Kimco Realty Corp

Real Estate
302K
+ 3.11%
$18.7 - $21.69 $5.65M - $6.56M
10M $211M
VRT
Vertiv Holdings CO

Industrials
48.6K
+ 2.63%
N/A
1.9M $165M
FMC
Fmc Corp

Basic Materials
148K
+ 3.28%
$33.98 - $44.06 $5.01M - $6.5M
4.64M $194M
MEI
Methode Electronics Inc

Technology
282K
+ 59.24%
$5.35 - $9.51 $1.51M - $2.68M
757K $7.2M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
30.4K
+ 13.14%
$81.84 - $93.53 $2.49M - $2.84M
262K $24.3M
INTC
Intel Corp

Technology
669K
+ 1.91%
$18.13 - $22.69 $12.1M - $15.2M
35.7M $800M
WULF
Terawulf Inc.

Financial Services
36.3K
+ 1.51%
$2.24 - $4.53 $81.3K - $164K
2.44M $10.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
138K
+ 7.51%
$29.0 - $30.68 $3.99M - $4.22M
1.97M $60.4M
HSBC
Hsbc Holdings PLC

Financial Services
51.2K
+ 17.09%
$46.68 - $61.09 $2.39M - $3.13M
351K $21.3M
INVA
Innoviva, Inc.

Healthcare
144K
+ 23.61%
$17.1 - $21.8 $2.46M - $3.14M
754K $15.1M
ZETA
Zeta Global Holdings Corp.

Technology
39.7K
+ 2.22%
$11.02 - $16.81 $438K - $668K
1.83M $28.3M
VERV
Verve Therapeutics, Inc.

Healthcare
24.3K
+ 4.27%
$2.97 - $11.38 $72K - $276K
592K $6.65M
THFF
First Financial Corp

Financial Services
38.1K
+ 10.02%
$42.72 - $54.21 $1.63M - $2.07M
419K $22.7M
GIB
Cgi Inc

Technology
12.1K
+ 2.2%
$96.47 - $109.59 $1.17M - $1.32M
562K $58.9M
BKD
Brookdale Senior Living Inc.

Healthcare
271K
+ 8.96%
$5.13 - $7.1 $1.39M - $1.93M
3.3M $23M
NVR
Nvr Inc

Consumer Cyclical
132
+ 0.61%
$6700.0 - $7410.93 $884K - $978K
21.6K $160M
BJRI
B Js Restaurants Inc

Consumer Cyclical
34.7K
+ 14.75%
$29.82 - $45.99 $1.03M - $1.6M
270K $12M
TDW
Tidewater Inc

Energy
45.5K
+ 9.35%
$32.27 - $48.26 $1.47M - $2.2M
532K $24.5M
UFPT
Ufp Technologies Inc

Healthcare
4.53K
+ 6.7%
$186.83 - $253.3 $846K - $1.15M
72.1K $17.6M
ATR
Aptargroup, Inc.

Healthcare
3.49K
+ 0.83%
$133.66 - $158.53 $467K - $553K
426K $66.7M
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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