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
MBUU
Malibu Boats, Inc.

Consumer Cyclical
60.2K
+ 27.38%
$25.17 - $33.43 $1.51M - $2.01M
280K $8.77M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
6.84K
+ 0.96%
$18.37 - $27.72 $126K - $190K
719K $18.6M
TXN
Texas Instruments Inc

Technology
10.4K
+ 0.05%
N/A
21.9M $4.27B
BCS
Barclays PLC

Financial Services
47.5K
+ 13.49%
$12.69 - $18.61 $603K - $885K
400K $7.43M
NMRK
Newmark Group, Inc.

Real Estate
170K
+ 8.65%
$10.09 - $12.35 $1.71M - $2.1M
2.13M $25.9M
BHC
Bausch Health Companies Inc.

Healthcare
265K
+ 19.75%
$4.32 - $6.66 $1.15M - $1.77M
1.61M $10.7M
COCO
Vita Coco Company, Inc.

Consumer Defensive
7.34K
+ 2.29%
$27.0 - $37.18 $198K - $273K
328K $11.8M
UBS
Ubs Group Ag

Financial Services
31K
+ 10.32%
$26.12 - $33.82 $810K - $1.05M
331K $11.2M
MLKN
Millerknoll, Inc.

Consumer Cyclical
82.1K
+ 6.11%
$15.47 - $19.82 $1.27M - $1.63M
1.43M $27.7M
WDS
Woodside Energy Group LTD

Energy
117K
+ 70.14%
$11.5 - $16.77 $1.35M - $1.97M
284K $4.39M
TDUP
Thred Up Inc.

Consumer Cyclical
114K
+ 52.18%
$2.46 - $8.46 $280K - $963K
332K $2.49M
DXPE
Dxp Enterprises Inc

Industrials
14.2K
+ 10.78%
$71.8 - $92.02 $1.02M - $1.31M
146K $12.8M
SHEN
Shenandoah Telecommunications CO

Communication Services
99.3K
+ 18.25%
$11.04 - $14.3 $1.1M - $1.42M
644K $8.79M
PHR
Phreesia, Inc.

Healthcare
15.3K
+ 2.92%
$23.25 - $28.49 $355K - $435K
538K $15.3M
DX
Dynex Capital Inc

Real Estate
202K
+ 29.62%
$11.13 - $12.99 $2.25M - $2.63M
885K $10.8M
GSL
Global Ship Lease, Inc.

Industrials
62.5K
+ 82.64%
$18.25 - $26.77 $1.14M - $1.67M
138K $3.63M
GFS
Globalfoundries Inc.

Technology
39.2K
+ 12.52%
$30.37 - $40.03 $1.19M - $1.57M
352K $13.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
19.3K
+ 24.33%
$58.52 - $71.7 $1.13M - $1.39M
98.9K $6.79M
LYG
Lloyds Banking Group PLC

Financial Services
310K
+ 22.91%
$3.32 - $4.29 $1.03M - $1.33M
1.66M $7.06M
MD
Mednax, Inc.

Healthcare
143K
+ 12.71%
$12.0 - $15.17 $1.72M - $2.17M
1.27M $18.2M
CVGW
Calavo Growers Inc

Consumer Defensive
50.9K
+ 24.64%
$22.74 - $28.18 $1.16M - $1.43M
257K $6.84M
NTST
Netstreit Corp.

Real Estate
39K
+ 3.43%
$14.61 - $16.95 $570K - $661K
1.17M $19.9M
HSII
Heidrick & Struggles International Inc

Industrials
27.1K
+ 12.38%
$37.18 - $45.76 $1.01M - $1.24M
246K $11.3M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
218K
+ 29.25%
$2.6 - $4.33 $567K - $945K
964K $4.13M
TILE
Interface Inc

Consumer Cyclical
51.8K
+ 7.14%
$17.79 - $21.16 $921K - $1.1M
777K $16.3M
RGR
Sturm Ruger & CO Inc

Industrials
45.2K
+ 20.62%
N/A
264K $10.9M
ING
Ing Groep Nv

Financial Services
55.4K
+ 19.4%
$16.62 - $21.98 $921K - $1.22M
341K $7.46M
EE
Excelerate Energy, Inc.

Utilities
60.3K
+ 45.07%
$24.7 - $31.83 $1.49M - $1.92M
194K $5.69M
LXU
Lsb Industries, Inc.

Basic Materials
149K
+ 25.99%
$4.98 - $8.66 $741K - $1.29M
721K $5.63M
TR
Tootsie Roll Industries Inc

Consumer Defensive
48.9K
+ 45.31%
$29.7 - $36.03 $1.45M - $1.76M
157K $5.24M
TIGO
Millicom International Cellular Sa

Communication Services
7.21K
+ 3.3%
$26.95 - $38.28 $194K - $276K
225K $8.45M
FLGT
Fulgent Genetics, Inc.

Healthcare
55.4K
+ 22.72%
$16.86 - $21.81 $934K - $1.21M
299K $5.95M
DOMO
Domo, Inc.

Technology
8.77K
+ 3.2%
$6.64 - $14.63 $58.2K - $128K
283K $3.95M
LCII
Lci Industries

Consumer Cyclical
1.44K
+ 0.32%
$75.07 - $92.4 $108K - $133K
451K $41.1M
PRCT
Procept Bio Robotics Corp

Healthcare
36.4K
+ 8.72%
$48.82 - $65.05 $1.78M - $2.37M
453K $26.1M
IMNM
Immunome Inc.

Healthcare
25.9K
+ 4.21%
$5.56 - $9.79 $144K - $253K
640K $5.95M
AR
Antero Resources Corp

Energy
53.1K
+ 2.65%
$31.92 - $43.78 $1.7M - $2.33M
2.06M $82.8M
GPRO
Go Pro, Inc.

Technology
1.95M
+ 60.23%
$0.48 - $0.91 $936K - $1.77M
5.19M $3.94M
STOK
Stoke Therapeutics, Inc.

Healthcare
30.5K
+ 9.82%
$5.9 - $11.84 $180K - $361K
341K $3.87M
AMSF
Amerisafe Inc

Financial Services
41.1K
+ 5.68%
N/A
765K $33.5M
HSC
Harsco Corp

Industrials
248K
+ 26.9%
N/A
1.17M $8.44M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
65.1K
+ 34.4%
$18.77 - $27.82 $1.22M - $1.81M
254K $6.19M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
4.64K
+ 2.1%
$28.9 - $40.98 $134K - $190K
226K $9.02M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
636
+ 1.29%
$41.46 - $86.08 $26.4K - $54.7K
50.1K $4.31M
PR
Permian Resources Corporation

Energy
209K
+ 4.52%
$10.36 - $14.93 $2.16M - $3.11M
4.83M $65.7M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
350K
+ 32.9%
$2.75 - $4.79 $962K - $1.67M
1.41M $5.23M
DAKT
Daktronics Inc

Technology
40.7K
+ 10.51%
$11.31 - $16.03 $461K - $653K
428K $6.47M
NEXT
Next Decade Corp.

Energy
59.3K
+ 5.52%
$5.68 - $9.2 $337K - $545K
1.13M $10.1M
TWST
Twist Bioscience Corp

Healthcare
81.7K
+ 15.94%
$28.16 - $40.27 $2.3M - $3.29M
594K $21.9M
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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