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
SKYH
Sky Harbour Group Corp

Industrials
24.6K
+ 64.64%
$9.59 - $12.72 $236K - $313K
62.7K $612K
CAPR
Capricor Therapeutics, Inc.

Healthcare
6.64K
+ 5.84%
$6.34 - $14.23 $42.1K - $94.4K
120K $1.19M
MTRX
Matrix Service CO

Industrials
2.48K
+ 3.27%
$10.03 - $13.91 $24.9K - $34.5K
78.4K $1.06M
ASPN
Aspen Aerogels Inc

Industrials
58.1K
+ 11.91%
$4.31 - $6.63 $250K - $385K
546K $3.23M
FBIZ
First Business Financial Services, Inc.

Financial Services
689
+ 3.11%
$44.4 - $50.92 $30.6K - $35.1K
22.9K $1.16M
ROLL
Rbc Bearings Inc

Industrials
455
+ 0.15%
N/A
313K $76.9M
TALK
Talkspace, Inc.

Healthcare
9.33K
+ 2.39%
$2.58 - $3.35 $24.1K - $31.2K
399K $1.11M
MYPS
Playstudios, Inc.

Communication Services
77.6K
+ 37.27%
$1.17 - $1.66 $90.8K - $129K
286K $374K
CARE
Carter Bankshares, Inc.

Financial Services
1.88K
+ 2.87%
$13.86 - $17.55 $26.1K - $33K
67.5K $1.17M
DHIL
Diamond Hill Investment Group Inc

Financial Services
370
+ 1.67%
$125.49 - $145.8 $46.4K - $53.9K
22.6K $3.28M
ADES
Advanced Emissions Solutions, Inc.

Industrials
14.1K
+ 17.65%
N/A
93.7K $708K
LRMR
Larimar Therapeutics, Inc.

Healthcare
10.9K
+ 10.89%
$1.71 - $3.25 $18.7K - $35.6K
111K $321K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
67
+ 0.32%
$12.23 - $23.55 $819 - $1.58K
21.2K $470K
CADL
Candel Therapeutics, Inc.

Healthcare
29.9K
+ 35.64%
$4.39 - $6.04 $131K - $181K
114K $575K
JMSB
John Marshall Bancorp, Inc.

Financial Services
1.69K
+ 4.89%
$14.19 - $18.84 $24K - $31.9K
36.3K $673K
CCNE
Cnb Financial Corp

Financial Services
2.84K
+ 4.86%
$20.27 - $23.32 $57.6K - $66.3K
61.3K $1.4M
MNTK
Montauk Renewables, Inc.

Utilities
15.5K
+ 3.04%
$1.74 - $2.41 $26.9K - $37.3K
524K $1.16M
PCB
Pcb Bancorp

Financial Services
1.48K
+ 4.9%
$16.8 - $20.98 $24.9K - $31.1K
31.7K $665K
MYFW
First Western Financial Inc

Financial Services
1.46K
+ 6.49%
$17.61 - $22.86 $25.8K - $33.5K
24K $541K
ONTF
On24 Inc.

Technology
6.05K
+ 2.14%
$4.46 - $5.7 $27K - $34.5K
289K $1.57M
MOFG
Mid West One Financial Group, Inc.

Financial Services
4.96K
+ 8.83%
$25.39 - $29.92 $126K - $148K
61.2K $1.76M
SNDA
Sonida Senior Living, Inc.

Healthcare
2.63K
+ 14.5%
$19.84 - $27.13 $52.2K - $71.4K
20.8K $518K
UFCS
United Fire Group Inc

Financial Services
8.3K
+ 4.45%
$25.7 - $29.65 $213K - $246K
195K $5.59M
OBNK
Origin Bancorp, Inc.

Financial Services
2.89K
+ 1.2%
N/A
243K $7.84M
RMAX
Re/Max Holdings, Inc.

Real Estate
14.8K
+ 9.49%
$7.03 - $8.99 $104K - $133K
171K $1.4M
CMT
Core Molding Technologies Inc

Basic Materials
3.74K
+ 18.02%
$14.11 - $17.16 $52.8K - $64.2K
24.5K $406K
EQBK
Equity Bancshares Inc

Financial Services
2.59K
+ 2.08%
N/A
127K $4.43M
RWR
Spdr Dow Jones Reit ETF

ETFs
54.6K
+ 2.83%
$86.33 - $99.71 $4.72M - $5.45M
1.99M $192M
STRS
Stratus Properties Inc

Real Estate
3.82K
+ 23.48%
$15.44 - $21.23 $59K - $81.2K
20.1K $379K
PBYI
Puma Biotechnology, Inc.

Healthcare
9.19K
+ 7.77%
$2.74 - $3.72 $25.2K - $34.2K
127K $437K
LPSN
Liveperson Inc

Technology
1.63K
+ 0.41%
$0.66 - $1.01 $1.07K - $1.64K
400K $403K
AROW
Arrow Financial Corp

Financial Services
2.56K
+ 2.06%
$23.72 - $26.75 $60.7K - $68.4K
127K $3.35M
CIO
City Office Reit, Inc.

Real Estate
6.56K
+ 2.01%
$4.32 - $5.58 $28.3K - $36.6K
332K $1.77M
INTA
Intapp, Inc.

Technology
61.2K
+ 13.45%
$48.49 - $59.55 $2.97M - $3.64M
516K $26.7M
BHB
Bar Harbor Bankshares

Financial Services
2.11K
+ 5.02%
$27.37 - $31.26 $57.8K - $66.1K
44.2K $1.33M
BTMD
Biote Corp.

Healthcare
7.6K
+ 10.04%
$3.25 - $4.28 $24.7K - $32.5K
83.3K $335K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
137
+ 3.03%
$218.94 - $269.48 $30K - $36.9K
4.66K $1.16M
QTRX
Quanterix Corp

Healthcare
6.18K
+ 2.11%
$4.28 - $6.72 $26.5K - $41.6K
299K $1.99M
DOX
Amdocs LTD

Technology
1.52K
+ 0.68%
$80.46 - $94.08 $122K - $143K
226K $20.6M
CZFS
Citizens Financial Services Inc

Financial Services
969
+ 2.67%
$53.5 - $63.28 $51.8K - $61.3K
37.3K $2.19M
DMRC
Digimarc Corp

Technology
2.44K
+ 1.99%
$10.66 - $14.34 $26K - $35K
125K $1.66M
SWIM
Latham Group, Inc.

Industrials
15.4K
+ 4.63%
$4.72 - $6.76 $72.6K - $104K
348K $2.22M
TTI
Tetra Technologies Inc

Energy
23.7K
+ 2.43%
$2.13 - $3.77 $50.5K - $89.3K
998K $3.35M
WEYS
Weyco Group Inc

Consumer Cyclical
955
+ 5.29%
$27.2 - $33.82 $26K - $32.3K
19K $630K
NBN
Northeast Bk Lewiston Me Com

Financial Services
1.47K
+ 7.29%
$80.61 - $92.41 $119K - $136K
21.7K $1.93M
BBCP
Concrete Pumping Holdings, Inc.

Industrials
5.22K
+ 7.94%
$5.21 - $7.3 $27.2K - $38.1K
71K $436K
CBAN
Colony Bankcorp Inc

Financial Services
3.78K
+ 8.12%
$14.01 - $16.7 $52.9K - $63.1K
50.3K $828K
FVCB
Fvc Bankcorp, Inc.

Financial Services
1.5K
+ 3.09%
$9.69 - $11.95 $14.5K - $17.9K
50K $590K
ISTR
Investar Holding Corp

Financial Services
1.7K
+ 6.59%
$15.64 - $19.87 $26.6K - $33.7K
27.5K $530K
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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