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
MSTR
Microstrategy Inc

Technology
56.6K
+ 5.6%
$237.95 - $421.61 $13.5M - $23.9M
1.07M $431M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122K
+ 9.64%
$456.74 - $568.03 $55.5M - $69M
1.38M $785M
TT
Trane Technologies PLC

Industrials
23.8K
+ 1.89%
$315.21 - $437.41 $7.49M - $10.4M
1.28M $560M
ISRG
Intuitive Surgical Inc

Healthcare
39.5K
+ 1.65%
$451.58 - $565.94 $17.8M - $22.3M
2.42M $1.32B
SCHW
Schwab Charles Corp

Financial Services
115K
+ 1.22%
$69.06 - $91.24 $7.91M - $10.5M
9.47M $864M
RBLX
Roblox Corp

Communication Services
126K
+ 5.42%
$51.22 - $105.59 $6.45M - $13.3M
2.45M $258M
SNOW
Snowflake Inc.

Technology
56K
+ 4.02%
$130.53 - $223.77 $7.31M - $12.5M
1.45M $325M
NET
Cloudflare, Inc.

Technology
47.7K
+ 3.61%
$97.08 - $195.83 $4.63M - $9.34M
1.37M $268M
PWR
Quanta Services, Inc.

Industrials
18.7K
+ 2.12%
$239.47 - $381.26 $4.48M - $7.14M
902K $341M
ADM
Archer Daniels Midland CO

Consumer Defensive
621K
+ 3.56%
$41.79 - $54.16 $25.9M - $33.6M
18.1M $954M
V
Visa Inc.

Financial Services
146K
+ 1.15%
$308.27 - $373.31 $44.9M - $54.4M
12.8M $4.55B
CDNS
Cadence Design Systems Inc

Technology
45.5K
+ 2.56%
$231.64 - $323.08 $10.5M - $14.7M
1.83M $562M
ADI
Analog Devices Inc

Technology
10.5K
+ 0.37%
$164.6 - $238.02 $1.74M - $2.51M
2.88M $687M
NKE
Nike, Inc.

Consumer Cyclical
445K
+ 4.68%
$53.27 - $72.04 $23.7M - $32M
9.95M $707M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
703K
+ 2.11%
$18.92 - $22.87 $13.3M - $16.1M
34M $777M
SNPS
Synopsys Inc

Technology
27K
+ 2.67%
$380.9 - $517.66 $10.3M - $14M
1.04M $532M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.37M
+ 1.08%
$24.54 - $25.07 $58.2M - $59.5M
222M $5.55B
RSG
Republic Services, Inc.

Industrials
348K
+ 27.26%
$227.2 - $258.07 $79.2M - $89.9M
1.63M $401M
RY
Royal Bank Of Canada

Financial Services
139K
+ 3.88%
$108.36 - $131.55 $15M - $18.2M
3.71M $489M
EMR
Emerson Electric CO

Industrials
43.6K
+ 1.3%
$94.15 - $133.33 $4.1M - $5.81M
3.39M $453M
JBL
Jabil Inc

Technology
2.03K
+ 0.2%
$116.88 - $218.1 $237K - $443K
1.03M $225M
STX
Seagate Technology Holdings PLC

Technology
20.6K
+ 1.51%
$66.54 - $144.33 $1.37M - $2.98M
1.39M $200M
AVB
Avalonbay Communities Inc

Real Estate
530K
+ 23.2%
$187.23 - $215.61 $99.3M - $114M
2.82M $573M
CVNA
Carvana Co.

Consumer Cyclical
56.7K
+ 11.56%
$162.57 - $345.64 $9.22M - $19.6M
548K $185M
MCHP
Microchip Technology Inc

Technology
112K
+ 3.44%
$35.34 - $71.6 $3.97M - $8.04M
3.38M $238M
TD
Toronto Dominion Bank

Financial Services
156K
+ 3.2%
$55.71 - $73.45 $8.7M - $11.5M
5.04M $370M
FIS
Fidelity National Information Services, Inc.

Technology
97.8K
+ 0.97%
$68.14 - $82.13 $6.67M - $8.04M
10.2M $832M
MPC
Marathon Petroleum Corp

Energy
129K
+ 4.97%
$118.55 - $170.08 $15.3M - $21.9M
2.72M $452M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
162K
+ 1.38%
$46.22 - $57.51 $7.49M - $9.32M
11.9M $681M
IRM
Iron Mountain Inc

Real Estate
138K
+ 3.97%
$76.93 - $105.25 $10.6M - $14.6M
3.63M $372M
BSX
Boston Scientific Corp

Healthcare
144K
+ 1.68%
$89.7 - $107.41 $12.9M - $15.4M
8.72M $937M
KKR
Kkr & Co. Inc.

Financial Services
34.9K
+ 0.92%
$92.79 - $134.29 $3.23M - $4.68M
3.83M $509M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
26.4K
+ 1.61%
$201.28 - $266.34 $5.31M - $7.03M
1.67M $444M
MCK
Mckesson Corp

Healthcare
24.2K
+ 2.81%
$652.83 - $732.78 $15.8M - $17.7M
886K $649M
DE
Deere & CO

Industrials
14.7K
+ 0.95%
$412.99 - $531.48 $6.06M - $7.79M
1.56M $795M
DELL
Dell Technologies Inc.

Technology
10.7K
+ 0.51%
$71.63 - $125.98 $767K - $1.35M
2.1M $257M
MRVL
Marvell Technology, Inc.

Technology
116K
+ 3.23%
$49.38 - $79.97 $5.74M - $9.3M
3.71M $287M
URI
United Rentals, Inc.

Industrials
9.6K
+ 2.08%
$551.94 - $753.4 $5.3M - $7.23M
470K $354M
VLO
Valero Energy Corp

Energy
287K
+ 2.51%
$104.69 - $141.77 $30M - $40.7M
11.7M $1.58B
IDXX
Idexx Laboratories Inc

Healthcare
1.37K
+ 0.25%
$361.04 - $536.34 $495K - $736K
557K $299M
CRDO
Credo Technology Group Holding LTD

Technology
45.2K
+ 3.88%
$33.3 - $95.05 $1.51M - $4.3M
1.21M $112M
RF
Regions Financial Corp

Financial Services
392K
+ 1.26%
$18.34 - $23.52 $7.18M - $9.21M
31.5M $741M
CTVA
Corteva, Inc.

Basic Materials
103K
+ 2.1%
$55.52 - $74.53 $5.74M - $7.7M
5.02M $374M
MAR
Marriott International Inc

Consumer Cyclical
42.5K
+ 2.8%
$211.12 - $274.14 $8.96M - $11.6M
1.56M $425M
AMT
American Tower Corp

Real Estate
208K
+ 3.89%
$203.96 - $228.19 $42.5M - $47.5M
5.56M $1.23B
DXCM
Dexcom Inc

Healthcare
85.6K
+ 2.87%
$59.83 - $87.57 $5.12M - $7.5M
3.07M $268M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.04M
+ 10.17%
$51.1 - $53.29 $53.3M - $55.6M
11.3M $602M
TDG
Trans Digm Group Inc

Industrials
7.9K
+ 2.17%
$1231.75 - $1520.64 $9.73M - $12M
373K $567M
ALV
Autoliv Inc

Consumer Cyclical
34.1K
+ 1.37%
$76.77 - $113.1 $2.62M - $3.85M
2.52M $282M
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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