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
IPI
Intrepid Potash, Inc.

Basic Materials
815
+ 2.61%
$24.86 - $38.94 $20.3K - $31.7K
32.1K $1.15M
TARA
Protara Therapeutics, Inc.

Healthcare
80.8K
+ 538.49%
$2.88 - $4.42 $233K - $357K
95.8K $290K
AVNW
Aviat Networks, Inc.

Technology
2.89K
+ 8.96%
$16.3 - $24.05 $47.1K - $69.5K
35.1K $844K
ICFI
Icf International, Inc.

Industrials
3.34K
+ 1.47%
$78.62 - $88.51 $262K - $295K
230K $19.5M
JKHY
Henry Jack & Associates Inc

Technology
9.68K
+ 1.55%
$163.54 - $186.02 $1.58M - $1.8M
636K $115M
CXDO
Crexendo, Inc.

Communication Services
36.3K
New
$4.12 - $6.07 $149K - $220K
36.3K $220K
DERM
Journey Medical Corp

Healthcare
30.5K
New
$5.97 - $8.07 $182K - $246K
30.5K $218K
BLZE
Backblaze, Inc.

Technology
23.2K
+ 17.83%
$4.26 - $5.98 $98.8K - $139K
153K $842K
CPSI
Computer Programs & Systems Inc

Healthcare
25.2K
+ 35.28%
N/A
96.8K $825K
EGBN
Eagle Bancorp Inc

Financial Services
39.8K
+ 10.78%
$16.71 - $21.41 $664K - $851K
409K $7.96M
PEB
Pebblebrook Hotel Trust

Real Estate
57.1K
+ 2.23%
$7.71 - $10.59 $440K - $604K
2.61M $26.1M
FFWM
First Foundation Inc.

Financial Services
51.1K
+ 9.24%
$4.61 - $5.42 $236K - $277K
604K $3.08M
UDMY
Udemy, Inc.

Consumer Defensive
105K
+ 14.5%
$5.78 - $7.9 $609K - $833K
833K $5.85M
MVIS
Microvision, Inc.

Technology
200K
+ 10.76%
N/A
2.05M $2.16M
NVEC
Nve Corp

Technology
945
+ 6.75%
$54.12 - $74.35 $51.1K - $70.3K
14.9K $1.1M
MVBF
Mvb Financial Corp

Financial Services
1.69K
+ 5.24%
$15.72 - $22.53 $26.5K - $38K
33.8K $762K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
25.3K
+ 1.64%
$25.21 - $34.03 $637K - $860K
1.56M $46.8M
CSWI
Csw Industrials, Inc.

Industrials
3.53K
+ 2.05%
$254.34 - $336.43 $897K - $1.19M
176K $50.4M
TCI
Transcontinental Realty Investors Inc

Real Estate
4.78K
New
$27.07 - $45.03 $129K - $215K
4.78K $203K
XOMA
Xoma Corp

Healthcare
3.22K
+ 13.89%
$18.76 - $27.49 $60.4K - $88.4K
26.4K $664K
CCBG
Capital City Bank Group Inc

Financial Services
1.77K
+ 4.54%
$33.01 - $39.35 $58.5K - $69.7K
40.8K $1.6M
LUCD
Lucid Diagnostics Inc.

Healthcare
175K
New
$1.09 - $1.65 $191K - $289K
175K $201K
SEMR
Se Mrush Holdings, Inc.

Technology
33.1K
+ 9.28%
$8.29 - $10.97 $274K - $363K
390K $3.53M
AQST
Aquestive Therapeutics, Inc.

Healthcare
33.7K
+ 15.99%
$2.22 - $3.58 $74.8K - $121K
244K $808K
TFSL
Tfs Financial Corp

Financial Services
1.85K
+ 0.6%
$11.62 - $13.54 $21.5K - $25.1K
311K $4.03M
GRNT
Granite Ridge Resources, Inc.
11.1K
+ 2.57%
$4.69 - $6.66 $52K - $73.8K
443K $2.82M
DDI
Double Down Interactive Co., Ltd.

Communication Services
21K
+ 102.87%
$8.15 - $10.96 $171K - $230K
41.4K $395K
PLSE
Pulse Biosciences, Inc.

Healthcare
22.8K
+ 15.22%
$14.48 - $19.27 $330K - $439K
172K $2.6M
GNTY
Guaranty Bancshares Inc

Financial Services
3.19K
+ 13.97%
$37.41 - $43.28 $119K - $138K
26K $1.11M
CIVB
Civista Bancshares, Inc.

Financial Services
1.32K
+ 3.07%
$18.44 - $23.76 $24.4K - $31.5K
44.5K $1.03M
EQNR
Equinor Asa

Energy
11K
+ 16.25%
$22.04 - $28.08 $243K - $310K
79K $1.99M
GRVY
Gravity Co., Ltd.

Communication Services
2.79K
+ 79.63%
$55.41 - $66.7 $154K - $186K
6.29K $400K
UNTY
Unity Bancorp Inc

Financial Services
1.4K
+ 7.23%
$38.73 - $47.19 $54K - $65.8K
20.7K $974K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
63.7K
+ 256.03%
$0.43 - $2.99 $27.4K - $190K
88.6K $201K
FHTX
Foghorn Therapeutics Inc.

Healthcare
22.7K
+ 30.04%
$3.15 - $4.9 $71.4K - $111K
98.2K $461K
PFIS
Peoples Financial Services Corp.

Financial Services
1.14K
+ 4.31%
$40.67 - $51.6 $46.2K - $58.6K
27.5K $1.36M
WTTR
Select Energy Services, Inc.

Energy
216K
+ 23.87%
$7.3 - $10.83 $1.58M - $2.34M
1.12M $9.71M
M
Macy'S, Inc.

Consumer Cyclical
236K
+ 8.27%
$10.02 - $13.19 $2.36M - $3.11M
3.09M $36M
PESI
Perma Fix Environmental Services Inc

Industrials
3.15K
+ 6.8%
$6.51 - $11.21 $20.5K - $35.3K
49.4K $519K
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
12.3K
+ 4.34%
$2.51 - $4.79 $30.8K - $58.7K
295K $1.09M
BWB
Bridgewater Bancshares Inc

Financial Services
4.05K
+ 7.01%
$12.29 - $16.19 $49.8K - $65.6K
61.9K $984K
ERAS
Erasca, Inc.

Healthcare
255K
+ 17.68%
$1.06 - $1.63 $270K - $416K
1.7M $2.15M
NANX
Nanophase Technologies Corp

Basic Materials
47.4K
New
$1.68 - $3.96 $79.6K - $188K
47.4K $178K
TYRA
Tyra Biosciences, Inc.

Healthcare
14K
+ 8.53%
$7.06 - $10.86 $98.8K - $152K
178K $1.7M
BIGC
Big Commerce Holdings, Inc.

Technology
118K
+ 21.65%
$4.77 - $5.91 $565K - $700K
666K $3.33M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
3.39K
+ 1.73%
$8.88 - $11.16 $30.1K - $37.8K
199K $2.2M
NNOX
Nano X Imaging Ltd.

Healthcare
29.2K
+ 22.05%
$4.1 - $5.71 $120K - $167K
161K $834K
SHC
Sotera Health CO

Healthcare
84.3K
+ 5.96%
$9.8 - $13.5 $826K - $1.14M
1.5M $16.7M
VPG
Vishay Precision Group, Inc.

Technology
1.18K
+ 3.37%
$19.2 - $28.25 $22.6K - $33.3K
36.1K $1.01M
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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