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
EWBC
East West Bancorp Inc

Financial Services
86.2K
+ 1.82%
$71.03 - $101.75 $6.12M - $8.77M
4.82M $487M
WELL
Welltower Inc.

Real Estate
373K
+ 5.36%
$136.49 - $155.22 $50.9M - $57.9M
7.33M $1.13B
DINO
Hf Sinclair Corp

Energy
299K
+ 5.04%
$25.91 - $41.85 $7.74M - $12.5M
6.23M $256M
FITB
Fifth Third Bancorp

Financial Services
399K
+ 1.74%
$33.32 - $41.51 $13.3M - $16.5M
23.3M $959M
AFRM
Affirm Holdings, Inc.

Technology
79.8K
+ 3.5%
$35.75 - $69.14 $2.85M - $5.52M
2.36M $163M
WDC
Western Digital Corp

Technology
58.8K
+ 2.48%
$30.54 - $63.99 $1.79M - $3.76M
2.43M $155M
CRM
Salesforce, Inc.

Technology
117K
+ 1.84%
$236.26 - $291.15 $27.6M - $34M
6.48M $1.77B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
102K
+ 1.14%
$45.98 - $56.15 $4.7M - $5.74M
9.08M $510M
SPGI
S&P Global Inc.

Financial Services
35.6K
+ 1.72%
$438.31 - $527.29 $15.6M - $18.8M
2.11M $1.11B
DDOG
Datadog, Inc.

Technology
75.3K
+ 5.46%
$87.0 - $134.33 $6.55M - $10.1M
1.45M $195M
HD
Home Depot, Inc.

Consumer Cyclical
154K
+ 1.07%
$335.24 - $380.78 $51.5M - $58.5M
14.6M $5.34B
DRI
Darden Restaurants Inc

Consumer Cyclical
75.7K
+ 1.89%
$186.58 - $225.78 $14.1M - $17.1M
4.07M $888M
MPWR
Monolithic Power Systems Inc

Technology
7.98K
+ 2.37%
$455.19 - $737.73 $3.63M - $5.88M
344K $252M
FCX
Freeport Mcmoran Inc

Basic Materials
201K
+ 2.32%
$29.15 - $44.46 $5.87M - $8.95M
8.86M $384M
LHX
L3 Harris Technologies, Inc.

Industrials
18.8K
+ 1.53%
$200.21 - $256.99 $3.77M - $4.84M
1.25M $313M
HBAN
Huntington Bancshares Inc

Financial Services
397K
+ 1.42%
$12.49 - $16.76 $4.96M - $6.66M
28.4M $476M
CCL
Carnival Corp

Consumer Cyclical
55.9K
+ 0.89%
$16.43 - $28.12 $919K - $1.57M
6.32M $178M
SYK
Stryker Corp

Healthcare
20.2K
+ 1.0%
$337.37 - $395.63 $6.81M - $7.99M
2.04M $805M
OMC
Omnicom Group Inc.

Communication Services
1.26M
+ 38.51%
$69.22 - $79.77 $86.9M - $100M
4.51M $325M
TTWO
Take Two Interactive Software Inc

Communication Services
60.3K
+ 5.45%
$194.58 - $243.05 $11.7M - $14.7M
1.17M $284M
HPE
Hewlett Packard Enterprise CO

Technology
230K
+ 2.36%
$12.51 - $20.45 $2.88M - $4.71M
9.98M $204M
ABT
Abbott Laboratories

Healthcare
68.6K
+ 0.52%
$123.95 - $138.08 $8.5M - $9.47M
13.2M $1.79B
DG
Dollar General Corp

Consumer Defensive
70.6K
+ 4.13%
$86.02 - $114.95 $6.07M - $8.11M
1.78M $203M
EFG
Msci Eafe Growth ETF

ETFs
422K
+ 94.03%
$89.8 - $112.0 $37.9M - $47.3M
871K $97.5M
ATI
Allegheny Technologies Inc

Industrials
4.92K
+ 0.33%
$41.97 - $86.8 $206K - $427K
1.5M $129M
VB
Vanguard Small Cap ETF

ETFs
93.5K
+ 4.86%
$193.73 - $237.37 $18.1M - $22.2M
2.02M $478M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.39M
+ 13.52%
$23.19 - $25.35 $32.2M - $35.2M
11.7M $296M
AVAV
Aero Vironment Inc

Industrials
22.3K
+ 8.41%
$111.65 - $284.95 $2.49M - $6.35M
287K $81.9M
ZS
Zscaler, Inc.

Technology
1.82K
+ 0.43%
$174.67 - $315.32 $317K - $573K
426K $134M
CW
Curtiss Wright Corp

Industrials
12.5K
+ 4.95%
$283.18 - $488.55 $3.53M - $6.09M
264K $129M
TROW
Price T Rowe Group Inc

Financial Services
140K
+ 1.82%
$80.27 - $98.06 $11.3M - $13.8M
7.85M $757M
CMCSA
Comcast Corp

Communication Services
2.52M
+ 7.49%
$32.84 - $36.72 $82.7M - $92.5M
36.2M $1.29B
FTNT
Fortinet, Inc.

Technology
89.9K
+ 2.17%
$84.71 - $108.69 $7.62M - $9.77M
4.24M $448M
FLEX
Flex Ltd.

Technology
116K
+ 4.56%
$26.68 - $50.09 $3.1M - $5.81M
2.66M $133M
MCO
Moodys Corp

Financial Services
22.4K
+ 2.17%
$396.7 - $501.59 $8.87M - $11.2M
1.05M $527M
BX
Blackstone Inc.

Financial Services
37.3K
+ 0.9%
$120.07 - $151.11 $4.48M - $5.64M
4.2M $628M
CAH
Cardinal Health Inc

Healthcare
1.76K
+ 0.12%
$125.0 - $168.0 $220K - $296K
1.52M $256M
IONQ
Ion Q, Inc.

Technology
280K
+ 17.31%
$20.68 - $48.04 $5.79M - $13.4M
1.9M $81.5M
SOFI
So Fi Technologies, Inc.

Financial Services
156K
+ 2.4%
$9.5 - $18.21 $1.48M - $2.83M
6.63M $121M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.22M
+ 9.68%
N/A
25.1M $509M
VEEV
Veeva Systems Inc

Healthcare
13.8K
+ 1.91%
$209.39 - $289.94 $2.89M - $4M
736K $212M
NXPI
Nxp Semiconductors N.V.

Technology
12.9K
+ 0.9%
$153.5 - $218.72 $1.98M - $2.82M
1.45M $317M
TOST
Toast, Inc.

Technology
208K
+ 6.73%
$30.03 - $45.23 $6.25M - $9.41M
3.3M $146M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.47M
+ 291.97%
$50.53 - $212.53 $125M - $524M
3.31M $183M
STRL
Sterling Construction CO Inc

Industrials
19.9K
+ 6.17%
$104.96 - $231.51 $2.08M - $4.6M
342K $78.9M
CM
Canadian Imperial Bank Of Commerce

Financial Services
75.9K
+ 2.99%
$54.6 - $70.83 $4.15M - $5.38M
2.61M $185M
FN
Fabrinet

Technology
4.04K
+ 0.96%
$171.03 - $298.93 $691K - $1.21M
425K $125M
IAU
Ishares Gold Trust

ETFs
618K
+ 62.95%
$56.1 - $64.74 $34.7M - $40M
1.6M $99.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
31.1K
+ 1.08%
$105.69 - $140.64 $3.29M - $4.38M
2.93M $387M
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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