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
HZO
Marinemax Inc

Consumer Cyclical
90.1K
+ 31.57%
$17.66 - $26.12 $1.59M - $2.35M
375K $9.44M
ETNB
89bio, Inc.

Healthcare
78.2K
+ 7.93%
$4.83 - $10.57 $378K - $827K
1.06M $10.4M
NI
Nisource Inc.

Utilities
55.5K
+ 1.33%
$37.11 - $40.64 $2.06M - $2.26M
4.22M $170M
EAF
Graftech International LTD

Industrials
2.87M
+ 62.14%
$0.56 - $1.3 $1.61M - $3.73M
7.49M $7.27M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
47.8K
+ 2.49%
$6.41 - $11.19 $307K - $535K
1.97M $17.7M
MATV
Schweitzer Mauduit International Inc

Basic Materials
406K
+ 54.01%
$4.58 - $6.98 $1.86M - $2.83M
1.16M $7.89M
NGVT
Ingevity Corp

Basic Materials
17.3K
+ 2.46%
$29.88 - $44.53 $517K - $770K
719K $31M
MOMO
Hello Group Inc.

Communication Services
318K
+ 131.93%
$5.27 - $8.75 $1.67M - $2.78M
558K $4.71M
SONY
Sony Group Corp

Technology
108K
+ 19.23%
$21.24 - $26.88 $2.3M - $2.91M
671K $17.5M
DCI
Donaldson CO Inc

Industrials
20.1K
+ 2.57%
$59.18 - $71.02 $1.19M - $1.42M
799K $55.4M
SMP
Standard Motor Products, Inc.

Consumer Cyclical
54.4K
+ 21.31%
$21.88 - $31.06 $1.19M - $1.69M
310K $9.51M
VOYA
Voya Financial, Inc.

Financial Services
14.3K
+ 2.18%
$54.27 - $71.0 $777K - $1.02M
671K $47.6M
UTI
Universal Technical Institute Inc

Consumer Defensive
238
+ 0.06%
$25.25 - $35.9 $6.01K - $8.54K
382K $12.9M
UL
Unilever PLC

Consumer Defensive
46.1K
+ 23.51%
$57.9 - $65.43 $2.67M - $3.02M
242K $14.8M
TKR
Timken CO

Industrials
37.1K
+ 5.71%
$57.34 - $74.03 $2.12M - $2.74M
686K $49.8M
OMI
Owens & Minor Inc

Healthcare
322K
+ 11.71%
$6.35 - $9.16 $2.05M - $2.95M
3.08M $28M
OLO
Olo Inc.

Technology
60.3K
+ 6.69%
$5.84 - $9.7 $352K - $585K
962K $8.56M
LC
Lending Club Corp

Financial Services
115K
+ 11.46%
$8.56 - $12.03 $986K - $1.39M
1.12M $13.5M
GRPN
Groupon, Inc.

Communication Services
6.02K
+ 3.05%
$16.78 - $38.84 $101K - $234K
204K $6.81M
ODP
Odp Corp

Consumer Cyclical
57.7K
+ 10.7%
$12.08 - $19.08 $697K - $1.1M
597K $10.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
58.2K
+ 1.67%
$49.79 - $50.75 $2.9M - $2.96M
3.55M $180M
IVZ
Invesco Ltd.

Financial Services
25.1K
+ 0.56%
$12.14 - $15.77 $305K - $397K
4.48M $70.6M
SHYF
Shyft Group, Inc.

Industrials
115K
+ 31.71%
$7.13 - $12.64 $822K - $1.46M
479K $6M
CGNX
Cognex Corp

Technology
6.74K
+ 0.45%
$23.27 - $32.07 $157K - $216K
1.51M $48M
FUBO
Fubo Tv Inc.

Communication Services
114K
+ 4.11%
$2.42 - $3.86 $275K - $438K
2.87M $11.1M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
105K
+ 30.36%
$17.94 - $23.34 $1.88M - $2.45M
451K $10.1M
EOSE
Eos Energy Enterprises, Inc.

Industrials
560K
+ 473.62%
$3.3 - $7.11 $1.85M - $3.98M
679K $3.48M
ALEX
Alexander & Baldwin, Inc.

Real Estate
104K
+ 5.37%
$16.0 - $18.38 $1.67M - $1.91M
2.05M $36.5M
CHCO
City Holding CO

Financial Services
1.22K
+ 0.21%
$108.93 - $123.42 $133K - $150K
581K $71.2M
WERN
Werner Enterprises Inc

Industrials
170K
+ 19.93%
$24.66 - $30.08 $4.19M - $5.11M
1.02M $28M
CDAY
Ceridian Hcm Holding Inc.

Technology
45.6K
+ 3.12%
N/A
1.51M $97.2M
CWST
Casella Waste Systems Inc

Industrials
5.35K
+ 0.89%
$103.78 - $120.37 $555K - $644K
607K $70M
PRK
Park National Corp

Financial Services
1.29K
+ 0.76%
$141.75 - $170.63 $183K - $220K
172K $28.7M
BR
Broadridge Financial Solutions, Inc.

Technology
10.2K
+ 1.47%
$217.22 - $246.25 $2.22M - $2.52M
705K $171M
GDOT
Green Dot Corp

Financial Services
144K
+ 25.58%
$6.7 - $10.94 $962K - $1.57M
705K $7.6M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.76K
+ 0.61%
$153.99 - $182.0 $271K - $320K
289K $52.1M
FYBR
Frontier Communications Parent, Inc.

Communication Services
43.6K
+ 1.88%
$35.51 - $36.83 $1.55M - $1.6M
2.36M $86.1M
NTGR
Netgear, Inc.

Technology
51K
+ 17.51%
$19.97 - $31.25 $1.02M - $1.59M
342K $9.95M
TBBK
Bancorp, Inc.

Financial Services
16.5K
+ 3.61%
$40.93 - $57.59 $675K - $950K
473K $27M
MNDY
Monday.Com Ltd.

Technology
3.18K
+ 12.46%
$217.77 - $314.48 $693K - $1M
28.7K $9.03M
CC
Chemours CO

Basic Materials
506K
+ 35.17%
$9.4 - $13.06 $4.76M - $6.61M
1.94M $22.3M
COUR
Coursera, Inc.

Consumer Defensive
66.7K
+ 6.41%
$6.17 - $9.38 $412K - $626K
1.11M $9.7M
BDN
Brandywine Realty Trust

Real Estate
769K
+ 24.19%
$3.5 - $4.58 $2.69M - $3.52M
3.95M $16.9M
MNRO
Monro, Inc.

Consumer Cyclical
174K
+ 46.49%
$12.22 - $17.26 $2.12M - $3M
547K $8.16M
REX
Rex American Resources Corp

Basic Materials
13.8K
+ 7.46%
$34.99 - $49.53 $482K - $682K
198K $9.67M
SRRK
Scholar Rock Holding Corp

Healthcare
18.8K
+ 3.04%
$24.47 - $36.39 $460K - $684K
636K $22.5M
TWI
Titan International Inc

Industrials
135K
+ 19.77%
$6.27 - $10.43 $850K - $1.41M
821K $8.43M
GBFH
Gbank Finl Hldgs Inc
75.4K
New
$29.9 - $43.38 $2.25M - $3.27M
75.4K $2.67M
CYBR
Cyber Ark Software Ltd.

Technology
783
+ 2.32%
$305.98 - $406.88 $240K - $319K
34.6K $14.1M
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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