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
OSBC
Old Second Bancorp Inc

Financial Services
9.52K
+ 2.67%
$14.45 - $17.74 $138K - $169K
367K $6.5M
RGNX
Regenxbio Inc.

Healthcare
21K
+ 5.72%
$5.31 - $10.4 $111K - $218K
388K $3.18M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
26K
+ 3.43%
$34.1 - $47.63 $885K - $1.24M
783K $35.1M
FUNC
First United Corp

Financial Services
18K
New
$25.9 - $32.22 $466K - $579K
18K $557K
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
132K
+ 439.98%
$2.82 - $4.5 $372K - $593K
162K $647K
PAX
Patria Investments LTD

Financial Services
11.8K
+ 8.42%
$9.68 - $14.06 $114K - $165K
151K $2.13M
EWCZ
European Wax Center, Inc.

Consumer Defensive
22.7K
+ 9.03%
$3.1 - $6.36 $70.3K - $144K
274K $1.54M
SKYT
Sky Water Technology, Inc

Technology
197
+ 0.1%
$5.85 - $10.45 $1.15K - $2.06K
199K $1.95M
CFFI
C & F Financial Corp

Financial Services
8.83K
New
$56.01 - $69.2 $495K - $611K
8.83K $545K
APEI
American Public Education Inc

Consumer Defensive
4.96K
+ 10.5%
$21.99 - $30.46 $109K - $151K
52.2K $1.59M
HNRG
Hallador Energy CO

Energy
16K
+ 20.45%
$10.3 - $19.53 $165K - $313K
94.3K $1.49M
MPAA
Motorcar Parts America Inc

Consumer Cyclical
45.8K
+ 457.8%
$8.47 - $12.18 $388K - $558K
55.8K $624K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
81.5K
+ 23.35%
$3.06 - $5.62 $249K - $458K
431K $1.83M
STLD
Steel Dynamics Inc

Basic Materials
5.32K
+ 0.38%
N/A
1.41M $138M
CURI
Curiosity Stream Inc.

Communication Services
80.4K
+ 348.87%
$2.37 - $6.97 $191K - $560K
103K $582K
VUZI
Vuzix Corp

Technology
161K
+ 330.92%
$1.59 - $3.36 $256K - $541K
210K $612K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
1.19K
+ 5.82%
$71.62 - $94.66 $85.2K - $113K
21.6K $2.05M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
3.28K
+ 14.69%
$96.02 - $124.33 $315K - $408K
25.6K $2.96M
KINS
Kingstone Companies, Inc.

Financial Services
32.8K
New
$14.66 - $21.67 $480K - $710K
32.8K $505K
UAMY
United States Antimony Corp

Basic Materials
231K
+ 389.27%
$1.95 - $3.79 $450K - $874K
290K $632K
PAYS
Paysign, Inc.

Technology
4.71K
+ 5.14%
$1.94 - $7.2 $9.13K - $33.9K
96.3K $693K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
14.5K
+ 1.26%
$28.96 - $32.46 $421K - $472K
1.16M $37.2M
APPN
Appian Corp

Technology
4.5K
+ 1.32%
$25.77 - $33.13 $116K - $149K
346K $10.3M
ODC
Oil Dri Corp Of America

Basic Materials
1.99K
+ 7.02%
$41.52 - $59.78 $82.6K - $119K
30.3K $1.79M
HWBK
Hawthorn Bancshares, Inc.

Financial Services
16.7K
New
$25.78 - $31.32 $430K - $523K
16.7K $486K
FEIM
Frequency Electronics Inc

Technology
21.2K
New
$15.06 - $23.24 $319K - $492K
21.2K $480K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
36.2K
New
$12.43 - $18.91 $450K - $685K
36.2K $473K
UVSP
Univest Financial Corp

Financial Services
2.56K
+ 1.09%
$25.3 - $31.35 $64.8K - $80.3K
238K $7.16M
CTBI
Community Trust Bancorp Inc

Financial Services
2.88K
+ 2.31%
$45.64 - $53.22 $131K - $153K
128K $6.75M
ORN
Orion Group Holdings Inc

Industrials
8.11K
+ 7.81%
$5.03 - $9.2 $40.8K - $74.6K
112K $1.02M
RDVT
Red Violet, Inc.

Technology
2.01K
+ 6.26%
$34.9 - $50.36 $70.3K - $101K
34.2K $1.68M
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
27.4K
+ 4.51%
$2.55 - $3.6 $69.9K - $98.6K
635K $2.29M
CCRD
Core Card Corp

Technology
16.2K
New
$17.15 - $30.5 $278K - $495K
16.2K $470K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
39K
+ 8.05%
$22.9 - $26.78 $893K - $1.04M
523K $13.1M
ARVN
Arvinas, Inc.

Healthcare
40.2K
+ 8.21%
$6.07 - $9.62 $244K - $387K
529K $3.9M
ESLT
Elbit Systems LTD

Industrials
458
+ 11.78%
$364.73 - $454.9 $167K - $208K
4.35K $1.95M
ELMD
Electromed, Inc.

Healthcare
20.9K
New
$19.34 - $24.19 $403K - $505K
20.9K $458K
GRC
Gorman Rupp CO

Industrials
4.9K
+ 2.87%
$31.36 - $39.03 $154K - $191K
176K $6.45M
DOUG
Douglas Elliman Inc.

Real Estate
184K
+ 460.8%
$1.53 - $2.95 $282K - $544K
224K $520K
OPBK
Op Bancorp

Financial Services
34.6K
New
$10.54 - $13.34 $365K - $462K
34.6K $450K
OPFI
Opp Fi Inc.

Technology
13.9K
+ 25.53%
$7.92 - $14.61 $110K - $203K
68.2K $954K
LFVN
Lifevantage Corp

Consumer Defensive
33.8K
New
$11.18 - $16.05 $378K - $543K
33.8K $442K
BFS
Saul Centers, Inc.

Real Estate
18.7K
+ 18.23%
$32.21 - $36.42 $602K - $680K
121K $4.13M
BXC
Blue Linx Holdings Inc.

Industrials
7.83K
+ 3.27%
$63.76 - $78.03 $499K - $611K
247K $18.4M
RILY
B. Riley Financial, Inc.

Financial Services
274K
+ 65.62%
$2.8 - $3.89 $766K - $1.06M
691K $2.05M
TEF
Telefonica S A

Communication Services
50.2K
+ 16.41%
$4.37 - $5.39 $219K - $271K
356K $1.86M
SNFCA
Security National Financial Corp

Financial Services
44.2K
New
$8.96 - $11.35 $396K - $502K
44.2K $435K
VEL
Velocity Financial, Inc.

Financial Services
24.1K
+ 32.13%
$16.3 - $19.22 $393K - $464K
99.3K $1.84M
FRAF
Franklin Financial Services Corp

Financial Services
12.5K
New
$33.35 - $39.83 $417K - $498K
12.5K $433K
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
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email