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
AAL
American Airlines Group Inc.

Industrials
358K
+ 7.82%
N/A
4.93M $54.5M
AER
Aer Cap Holdings N.V.

Industrials
3.03K
+ 1.26%
$88.97 - $117.24 $270K - $356K
244K $28.6M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
237K
+ 5.36%
$8.28 - $9.42 $1.96M - $2.24M
4.66M $43.9M
TU
Telus Corp

Communication Services
48.8K
+ 2.68%
$13.82 - $16.49 $674K - $805K
1.87M $30M
NUVL
Nuvalent, Inc.

Healthcare
28.7K
+ 9.05%
$59.32 - $79.68 $1.7M - $2.29M
347K $26.4M
NNN
National Retail Properties, Inc.

Real Estate
57.9K
+ 2.19%
$37.56 - $43.42 $2.17M - $2.51M
2.7M $117M
CNDT
Conduent Inc

Technology
1.51M
+ 68.63%
$1.97 - $2.81 $2.97M - $4.24M
3.71M $9.79M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
158K
+ 18.14%
$11.71 - $19.37 $1.85M - $3.06M
1.03M $16.6M
COHU
Cohu Inc

Technology
22.5K
+ 3.0%
$13.33 - $19.7 $300K - $444K
773K $14.9M
VAL
Valaris LTD

Energy
35.8K
+ 4.4%
$28.94 - $46.88 $1.04M - $1.68M
850K $35.8M
CNP
Centerpoint Energy Inc

Utilities
44.8K
+ 1.08%
$35.5 - $39.05 $1.59M - $1.75M
4.22M $155M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
917K
+ 34.6%
$3.1 - $4.72 $2.84M - $4.33M
3.57M $14.5M
IHRT
I Heart Media, Inc.

Communication Services
2M
+ 88.5%
$0.98 - $1.83 $1.96M - $3.66M
4.26M $7.49M
DOCS
Doximity, Inc.

Healthcare
18.9K
+ 2.4%
$50.71 - $61.34 $957K - $1.16M
806K $49.4M
GOGO
Gogo Inc.

Communication Services
14.8K
+ 2.55%
$6.62 - $14.79 $98K - $219K
595K $8.74M
KRC
Kilroy Realty Corp

Real Estate
8.52K
+ 0.38%
$28.32 - $35.95 $241K - $306K
2.23M $76.4M
MRC
Mrc Global Inc.

Energy
118K
+ 12.5%
$9.46 - $14.89 $1.12M - $1.76M
1.06M $14.6M
KN
Knowles Corp

Technology
36.9K
+ 2.92%
$12.76 - $17.97 $471K - $663K
1.3M $22.9M
IIIN
Insteel Industries Inc

Industrials
24.8K
+ 9.77%
$23.76 - $37.75 $589K - $935K
278K $10.4M
RKT
Rocket Companies, Inc.

Financial Services
71.5K
+ 5.64%
$11.11 - $15.4 $794K - $1.1M
1.34M $19M
MTW
Manitowoc CO Inc

Industrials
173K
+ 37.19%
$7.24 - $12.25 $1.25M - $2.12M
639K $7.68M
ONON
On Holding Ag

Consumer Cyclical
69.1K
+ 1303.95%
$37.65 - $60.68 $2.6M - $4.19M
74.4K $3.87M
EVH
Evolent Health, Inc.

Healthcare
160K
+ 15.61%
$7.21 - $11.26 $1.15M - $1.8M
1.18M $13.3M
NVO
Novo Nordisk A S

Healthcare
53.4K
+ 20.43%
$58.08 - $81.05 $3.1M - $4.33M
315K $21.7M
TFII
Tfi International Inc.

Industrials
13.7K
+ 7.14%
$73.75 - $91.79 $1.01M - $1.26M
205K $18.4M
BANF
Bancfirst Corp

Financial Services
9.16K
+ 5.21%
$100.43 - $129.96 $919K - $1.19M
185K $22.8M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
171K
New
$20.66 - $20.74 $3.54M - $3.56M
171K $3.55M
XMTR
Xometry, Inc.

Industrials
8.27K
+ 2.25%
$19.34 - $36.75 $160K - $304K
376K $12.7M
IDYA
Ideaya Biosciences, Inc.

Healthcare
13.1K
+ 1.86%
$14.5 - $22.63 $190K - $296K
717K $15.1M
VRTS
Virtus Investment Partners, Inc.

Financial Services
4.57K
+ 1.52%
$143.2 - $185.33 $654K - $846K
305K $55.2M
LIVN
Liva Nova PLC

Healthcare
2.36K
+ 0.39%
$33.85 - $47.6 $79.8K - $112K
599K $27M
LKFN
Lakeland Financial Corp

Financial Services
24.4K
+ 2.44%
$51.45 - $61.84 $1.26M - $1.51M
1.02M $62.9M
AMRK
A Mark Precious Metals, Inc.

Financial Services
205K
+ 62.23%
$19.73 - $25.27 $4.05M - $5.19M
536K $11.9M
ELY
Callaway Golf CO

Consumer Cyclical
185K
+ 7.45%
N/A
2.66M $50M
GGG
Graco Inc

Industrials
9.7K
+ 0.91%
$74.02 - $87.26 $718K - $847K
1.08M $92.8M
INSW
International Seaways, Inc.

Energy
46K
+ 8.46%
$28.76 - $40.96 $1.32M - $1.89M
590K $21.5M
DHI
Horton D R Inc

Consumer Cyclical
449
+ 0.02%
$115.1 - $129.63 $51.7K - $58.2K
1.9M $245M
BASE
Couchbase, Inc.

Technology
22.2K
+ 6.61%
$13.44 - $24.58 $299K - $546K
359K $8.74M
ROST
Ross Stores, Inc.

Consumer Cyclical
30.2K
+ 1.53%
$126.62 - $154.26 $3.83M - $4.66M
2M $255M
XRX
Xerox Holdings Corp

Technology
478K
+ 23.11%
$3.64 - $5.95 $1.74M - $2.84M
2.54M $13.4M
PZZA
Papa Johns International Inc

Consumer Cyclical
5.29K
+ 1.32%
$30.45 - $51.79 $161K - $274K
405K $19.8M
BLBD
Blue Bird Corp

Consumer Cyclical
1.53K
+ 0.49%
$31.28 - $43.16 $47.7K - $65.8K
310K $13.4M
SPNT
Sirius Point LTD

Financial Services
36.6K
+ 4.29%
$15.16 - $20.88 $556K - $765K
892K $18.2M
DLX
Deluxe Corp

Communication Services
209K
+ 34.69%
$13.64 - $16.25 $2.86M - $3.4M
813K $12.9M
PCOR
Procore Technologies, Inc.

Technology
23.8K
+ 3.26%
$56.26 - $72.4 $1.34M - $1.72M
752K $51.5M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
474K
+ 20.55%
N/A
2.78M $19.8M
KELYA
Kelly Services Inc

Industrials
369K
+ 56.69%
$11.05 - $13.28 $4.07M - $4.89M
1.02M $11.9M
OTEX
Open Text Corp

Technology
22.5K
+ 3.3%
$23.04 - $29.2 $518K - $657K
704K $20.6M
CSTM
Constellium Se

Basic Materials
71.7K
+ 9.73%
$7.7 - $13.96 $552K - $1M
809K $10.8M
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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