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
PRLB
Proto Labs Inc

Industrials
23.8K
+ 8.7%
$31.12 - $41.64 $742K - $993K
298K $11.9M
CE
Celanese Corp

Basic Materials
65.8K
+ 7.2%
$37.49 - $59.36 $2.47M - $3.91M
980K $54.2M
MATW
Matthews International Corp

Industrials
71.2K
+ 19.22%
$18.8 - $24.36 $1.34M - $1.73M
442K $10.6M
VERX
Vertex, Inc.

Technology
61.4K
+ 14.19%
$33.45 - $41.87 $2.05M - $2.57M
494K $17.5M
IQ
I Qiyi, Inc.

Communication Services
1.83M
+ 96.92%
$1.53 - $2.23 $2.79M - $4.07M
3.71M $6.57M
AAOI
Applied Optoelectronics, Inc.

Technology
39.4K
+ 31.67%
$10.05 - $27.77 $396K - $1.09M
164K $4.21M
PFBC
Preferred Bank

Financial Services
10.7K
+ 2.24%
$75.32 - $87.67 $803K - $934K
486K $42M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
42.9K
+ 22.58%
$19.5 - $30.4 $836K - $1.3M
233K $6.81M
PSIX
Power Solutions International, Inc.

Industrials
16.6K
+ 53.53%
$18.7 - $68.01 $310K - $1.13M
47.5K $3.07M
KE
Kimball Electronics, Inc.

Industrials
75.4K
+ 25.06%
$12.91 - $19.33 $973K - $1.46M
376K $7.23M
PK
Park Hotels & Resorts Inc.

Real Estate
363K
+ 11.35%
$8.85 - $11.18 $3.21M - $4.06M
3.56M $36.4M
USNA
Usana Health Sciences Inc

Consumer Defensive
54.1K
+ 31.12%
$23.43 - $31.13 $1.27M - $1.69M
228K $6.97M
MBLY
Mobileye Global Inc.
12.1K
+ 2.12%
$11.77 - $18.44 $143K - $224K
584K $10.5M
NN
Nextnav Inc.

Communication Services
34K
+ 5.9%
$10.96 - $15.32 $373K - $521K
611K $9.28M
UCTT
Ultra Clean Holdings, Inc.

Technology
65.7K
+ 9.79%
$17.84 - $22.81 $1.17M - $1.5M
737K $16.6M
LGND
Ligand Pharmaceuticals Inc

Healthcare
7.19K
+ 4.26%
$96.67 - $118.22 $695K - $850K
176K $20M
VSEC
Vse Corp

Industrials
823
+ 0.42%
$103.15 - $140.55 $84.9K - $116K
196K $25.6M
LPG
Dorian Lpg Ltd.

Energy
43.5K
+ 7.49%
$17.34 - $25.75 $754K - $1.12M
624K $15.2M
DVY
Ishares Tr

ETFs
18K
+ 18.27%
$118.37 - $134.86 $2.13M - $2.42M
116K $15.4M
SRCE
1 St Source Corp

Financial Services
13.8K
+ 2.25%
$53.28 - $62.88 $734K - $867K
626K $38.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
24.9K
+ 3.08%
$99.97 - $129.69 $2.49M - $3.23M
835K $86.9M
TTEC
Ttec Holdings, Inc.

Technology
263K
+ 41.71%
$3.27 - $5.55 $861K - $1.46M
895K $4.3M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
11.1K
+ 2.38%
$24.53 - $35.75 $272K - $396K
476K $15.8M
ETWO
E2open Parent Holdings, Inc.

Technology
72.8K
+ 4.57%
$1.87 - $3.24 $136K - $236K
1.67M $5.38M
DQ
Daqo New Energy Corp.

Technology
176K
+ 108.57%
$12.74 - $18.15 $2.24M - $3.19M
338K $5.13M
GSM
Ferroglobe PLC

Basic Materials
601K
+ 176.06%
$3.07 - $4.18 $1.85M - $2.51M
943K $3.46M
THG
Hanover Insurance Group, Inc.

Financial Services
22.1K
+ 5.68%
$150.66 - $178.04 $3.34M - $3.94M
412K $69.9M
FA
First Advantage Corp

Industrials
55.1K
+ 11.07%
$12.99 - $18.59 $715K - $1.02M
553K $9.18M
RELX
Relx PLC

Communication Services
27.8K
+ 16.6%
$45.31 - $55.66 $1.26M - $1.54M
195K $10.6M
FRSH
Freshworks Inc.

Technology
57K
+ 3.47%
$12.07 - $15.98 $688K - $911K
1.7M $25.3M
SENEA
Seneca Foods Corp

Consumer Defensive
17.3K
+ 52.24%
$82.54 - $101.43 $1.42M - $1.75M
50.3K $5.1M
MEG
Montrose Environmental Group, Inc.

Industrials
7.15K
+ 2.76%
$10.74 - $23.62 $76.8K - $169K
266K $5.83M
IBEX
Ibex LTD

Technology
62.9K
+ 103.24%
$22.5 - $30.55 $1.42M - $1.92M
124K $3.61M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
19.7K
+ 3.67%
$8.04 - $12.35 $159K - $244K
556K $6.78M
CRMT
Americas Carmart Inc

Consumer Cyclical
21.1K
+ 24.39%
$43.5 - $57.74 $918K - $1.22M
108K $6.03M
SPG
Simon Property Group Inc

Real Estate
134K
+ 3.67%
$140.37 - $171.44 $18.8M - $23M
3.8M $610M
MVST
Microvast Holdings, Inc.

Industrials
500K
+ 446.03%
$1.55 - $4.63 $775K - $2.31M
612K $2.22M
VKTX
Viking Therapeutics, Inc.

Healthcare
15.5K
+ 2.18%
$19.98 - $29.49 $310K - $458K
727K $19.3M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
144K
+ 13.98%
$10.79 - $14.14 $1.56M - $2.04M
1.18M $16.1M
DOOO
Brp Inc.

Consumer Cyclical
9.56K
+ 8.76%
$32.44 - $49.16 $310K - $470K
119K $5.75M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
38.3K
+ 10.56%
$5.99 - $11.1 $229K - $425K
401K $4.4M
EVRI
Everi Holdings Inc.

Consumer Cyclical
113K
+ 13.99%
$13.27 - $14.24 $1.49M - $1.6M
917K $13.1M
NOVT
Novanta Inc

Technology
13.1K
+ 2.98%
N/A
451K $71.2M
AMPL
Amplitude, Inc.

Technology
45.7K
+ 6.76%
$7.71 - $12.97 $352K - $592K
721K $8.94M
KOP
Koppers Holdings Inc.

Basic Materials
5.81K
+ 1.29%
$23.5 - $33.32 $137K - $194K
456K $14.7M
OSTK
Overstock.Com, Inc

Consumer Cyclical
80.2K
+ 23.21%
N/A
426K $10.9M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
331K
+ 24.98%
$12.42 - $16.79 $4.12M - $5.57M
1.66M $20.6M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
12K
+ 1.78%
$52.22 - $73.66 $627K - $885K
689K $45.4M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
10.4K
+ 7.94%
$72.42 - $87.18 $753K - $907K
141K $12.2M
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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