Charles Schwab Investment Management Inc Purchases in Q4 2024

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
97.5K
+ 14.68%
$162.69 - $473.83 $15.9M - $46.2M
762K $221M
CRWD
Crowd Strike Holdings, Inc.

Technology
64.6K
+ 4.77%
$275.15 - $388.2 $17.8M - $25.1M
1.42M $486M
AXP
American Express CO

Financial Services
14.3K
+ 0.37%
$267.35 - $305.57 $3.82M - $4.36M
3.88M $1.15B
EQIX
Equinix Inc

Real Estate
40.8K
+ 3.6%
$865.69 - $985.0 $35.3M - $40.2M
1.17M $1.11B
HON
Honeywell International Inc

Industrials
117K
+ 3.09%
$202.84 - $236.0 $23.7M - $27.6M
3.9M $881M
MTB
M&T Bank Corp

Financial Services
253K
+ 5.01%
$172.48 - $221.95 $43.6M - $56.1M
5.29M $995M
BX
Blackstone Inc.

Financial Services
114K
+ 2.89%
$148.45 - $199.05 $16.9M - $22.6M
4.05M $697M
AXON
Axon Enterprise, Inc.

Industrials
19.8K
+ 4.61%
$399.22 - $689.78 $7.91M - $13.7M
450K $267M
SCHW
Schwab Charles Corp

Financial Services
240K
+ 3.04%
$63.31 - $82.85 $15.2M - $19.9M
8.13M $602M
EOG
Eog Resources Inc

Energy
781K
+ 4.49%
$118.22 - $136.54 $92.4M - $107M
18.2M $2.23B
GILD
Gilead Sciences, Inc.

Healthcare
250K
+ 3.22%
$83.95 - $97.9 $21M - $24.5M
8M $739M
BSX
Boston Scientific Corp

Healthcare
457K
+ 5.7%
$83.62 - $91.5 $38.2M - $41.8M
8.48M $757M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
17.1K
+ 2.44%
$260.53 - $404.79 $4.46M - $6.93M
719K $275M
COP
Conocophillips

Energy
1.26M
+ 17.78%
$95.12 - $114.72 $120M - $145M
8.36M $829M
COF
Capital One Financial Corp

Financial Services
19.2K
+ 0.71%
$145.19 - $192.01 $2.79M - $3.69M
2.71M $483M
FTNT
Fortinet, Inc.

Technology
157K
+ 4.11%
$76.49 - $99.21 $12M - $15.6M
3.97M $376M
PANW
Palo Alto Networks Inc

Technology
2.2M
+ 109.61%
$181.96 - $405.9 $400M - $892M
4.2M $765M
UNM
Unum Group

Financial Services
51.7K
+ 0.94%
$58.88 - $77.07 $3.05M - $3.99M
5.55M $405M
TPL
Texas Pacific Land Corp

Energy
43.2K
+ 31.68%
$915.49 - $1730.0 $39.6M - $74.8M
180K $199M
KKR
Kkr & Co. Inc.

Financial Services
85.5K
+ 2.32%
$129.87 - $162.87 $11.1M - $13.9M
3.77M $558M
CINF
Cincinnati Financial Corp

Financial Services
224K
+ 3.87%
$132.86 - $160.16 $29.8M - $35.9M
6.01M $863M
DLR
Digital Realty Trust, Inc.

Real Estate
122K
+ 3.48%
$156.46 - $195.69 $19.1M - $23.9M
3.63M $644M
FAST
Fastenal CO

Industrials
887K
+ 4.46%
$69.99 - $84.35 $62.1M - $74.8M
20.8M $1.49B
EWBC
East West Bancorp Inc

Financial Services
187K
+ 4.42%
$80.04 - $111.23 $15M - $20.8M
4.42M $423M
SHOP
Shopify Inc.

Technology
76.7K
+ 3.17%
$78.14 - $119.49 $5.99M - $9.16M
2.49M $265M
WMB
Williams Companies, Inc.

Energy
167K
+ 2.3%
$46.37 - $59.74 $7.73M - $9.96M
7.41M $401M
CDNS
Cadence Design Systems Inc

Technology
68.7K
+ 4.19%
$249.1 - $324.54 $17.1M - $22.3M
1.71M $513M
CTRA
Coterra Energy Inc.

Energy
1.31M
+ 5.92%
$22.71 - $27.63 $29.8M - $36.2M
23.5M $599M
HOOD
Robinhood Markets, Inc.

Technology
138K
+ 3.02%
$22.33 - $43.2 $3.09M - $5.97M
4.72M $176M
COIN
Coinbase Global, Inc.

Technology
16K
+ 1.74%
$163.17 - $343.62 $2.6M - $5.48M
935K $232M
TROW
Price T Rowe Group Inc

Financial Services
346K
+ 5.06%
$106.48 - $124.69 $36.9M - $43.2M
7.19M $813M
TMUS
T Mobile Us, Inc.

Communication Services
85K
+ 2.7%
$206.1 - $246.94 $17.5M - $21M
3.23M $713M
SNOW
Snowflake Inc.

Technology
83K
+ 6.65%
$109.65 - $186.51 $9.1M - $15.5M
1.33M $205M
DFS
Discover Financial Services

Financial Services
10.5K
+ 0.61%
$136.3 - $182.67 $1.43M - $1.92M
1.74M $301M
PKG
Packaging Corp Of America

Consumer Cyclical
133K
+ 4.52%
$211.98 - $248.85 $28.2M - $33.1M
3.07M $691M
INTU
Intuit Inc

Technology
70.7K
+ 4.19%
$602.01 - $706.25 $42.6M - $50M
1.76M $1.11B
AJG
Arthur J. Gallagher & Co.

Financial Services
185K
+ 10.03%
$278.49 - $315.16 $51.5M - $58.3M
2.03M $576M
EMR
Emerson Electric CO

Industrials
71.3K
+ 2.17%
$108.13 - $134.33 $7.71M - $9.58M
3.36M $416M
ADP
Automatic Data Processing Inc

Industrials
69K
+ 3.06%
$280.08 - $307.97 $19.3M - $21.3M
2.32M $680M
PYPL
Pay Pal Holdings, Inc.

Financial Services
84.3K
+ 1.29%
$77.25 - $91.3 $6.52M - $7.7M
6.62M $565M
IONQ
Ion Q, Inc.

Technology
31.6K
+ 1.96%
$8.17 - $48.24 $258K - $1.53M
1.65M $68.7M
CHK
Chesapeake Energy Corp

Energy
596K
+ 67.61%
$81.46 - $87.57 $48.5M - $52.2M
1.48M $127M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
77.4K
+ 4.32%
$193.7 - $235.05 $15M - $18.2M
1.87M $427M
SQ
Block, Inc.

Technology
161K
+ 7.3%
$65.06 - $98.92 $10.5M - $15.9M
2.36M $201M
MAR
Marriott International Inc

Consumer Cyclical
32.3K
+ 2.23%
$246.06 - $292.59 $7.94M - $9.45M
1.48M $412M
EQT
Eqt Corp

Energy
80.8K
+ 1.61%
$35.62 - $46.89 $2.88M - $3.79M
5.09M $235M
TRGP
Targa Resources Corp.

Energy
38.7K
+ 2.72%
$150.58 - $207.69 $5.83M - $8.04M
1.46M $261M
T
At&T Inc.

Communication Services
415K
+ 0.79%
$21.22 - $23.88 $8.81M - $9.91M
53.1M $1.21B
SOFI
So Fi Technologies, Inc.

Financial Services
168K
+ 2.73%
$7.63 - $16.88 $1.28M - $2.83M
6.31M $97.2M
Activity Summary
Buys All Purchases 2374 New Holdings 79 Increased Positions 2295 Sells All Sells 827 Reductions 827 Sold out 0 Options Calls 0 Puts 0
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