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
BSRR
Sierra Bancorp

Financial Services
328
+ 0.88%
$24.33 - $29.69 $7.98K - $9.74K
37.4K $1.11M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
2.05K
+ 0.41%
N/A
502K $18.4M
WRE
Washington Real Estate Investment Trust
4.28K
+ 0.25%
N/A
1.71M $30.2M
PKE
Park Aerospace Corp

Industrials
128
+ 0.24%
$12.21 - $14.77 $1.56K - $1.89K
53.8K $795K
EBTC
Enterprise Bancorp Inc

Financial Services
1.33K
+ 4.79%
$33.77 - $41.05 $44.8K - $54.5K
29K $1.15M
FRBA
First Bank (Nj) Common Stock

Financial Services
2.08K
+ 3.43%
$12.86 - $15.49 $26.7K - $32.2K
62.7K $969K
GENC
Gencor Industries Inc

Industrials
1.48K
+ 5.38%
$10.92 - $14.8 $16.2K - $21.9K
29K $406K
BSVN
Bank7 Corp.

Financial Services
784
+ 6.37%
$34.55 - $41.83 $27.1K - $32.8K
13.1K $547K
MSBI
Midland States Bancorp, Inc.

Financial Services
2.12K
+ 1.25%
$15.14 - $18.77 $32.1K - $39.8K
171K $2.97M
DSP
Viant Technology Inc.

Technology
2.42K
+ 5.13%
$11.98 - $16.04 $29K - $38.8K
49.6K $656K
JYNT
Joint Corp

Healthcare
8.93K
+ 24.68%
$9.7 - $12.51 $86.6K - $112K
45.1K $520K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
104K
+ 12.12%
$12.59 - $16.6 $1.31M - $1.73M
965K $13.5M
CGEM
Cullinan Oncology, Inc.

Healthcare
11.3K
+ 2.65%
$7.13 - $9.08 $80.2K - $102K
436K $3.28M
KODK
Eastman Kodak CO

Industrials
33.1K
+ 18.59%
$5.3 - $6.7 $175K - $222K
211K $1.19M
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
705
+ 1.93%
$21.42 - $26.48 $15.1K - $18.7K
37.3K $941K
NWFL
Norwood Financial Corp

Financial Services
1.12K
+ 4.84%
$21.67 - $26.9 $24.3K - $30.2K
24.3K $626K
RBB
Rbb Bancorp

Financial Services
3.57K
+ 7.69%
N/A
50K $940K
SXI
Standex International Corp

Industrials
5.06K
+ 3.43%
$130.91 - $162.93 $662K - $824K
152K $23.8M
LWAY
Lifeway Foods, Inc.

Consumer Defensive
2.51K
+ 19.44%
$21.92 - $25.14 $55K - $63.1K
15.4K $380K
KRT
Karat Packaging Inc.

Consumer Cyclical
1.16K
+ 5.89%
$23.78 - $31.98 $27.7K - $37.2K
20.9K $589K
UTMD
Utah Medical Products Inc

Healthcare
969
+ 9.45%
$51.75 - $57.36 $50.1K - $55.6K
11.2K $638K
CRDF
Cardiff Oncology, Inc.

Healthcare
19.3K
+ 11.38%
$2.38 - $4.3 $46K - $83.2K
189K $596K
NKSH
National Bankshares Inc

Financial Services
1.96K
+ 12.04%
$24.0 - $27.88 $47K - $54.6K
18.2K $495K
HCAT
Health Catalyst, Inc.

Healthcare
114K
+ 23.54%
$3.58 - $4.52 $408K - $516K
599K $2.26M
OVLY
Oak Valley Bancorp

Financial Services
600
+ 3.06%
$23.19 - $27.76 $13.9K - $16.7K
20.2K $549K
SEVN
Seven Hills Realty Trust

Real Estate
6.3K
+ 17.2%
$10.89 - $13.0 $68.6K - $81.9K
42.9K $518K
CPSS
Consumer Portfolio Services, Inc.

Financial Services
3.17K
+ 12.71%
$8.09 - $10.1 $25.6K - $32K
28.1K $276K
ACRE
Ares Commercial Real Estate Corp

Real Estate
8.02K
+ 5.34%
$3.5 - $5.07 $28.1K - $40.7K
158K $754K
HRTX
Heron Therapeutics, Inc.

Healthcare
96.7K
+ 8.87%
$1.72 - $2.42 $166K - $234K
1.19M $2.46M
LXFR
Luxfer Holdings PLC

Industrials
2.85K
+ 3.67%
$9.58 - $12.45 $27.3K - $35.5K
80.4K $979K
WSBF
Waterstone Financial, Inc.

Financial Services
506
+ 0.35%
$11.86 - $13.94 $6K - $7.05K
144K $1.99M
PSTL
Postal Realty Trust, Inc.

Real Estate
1.74K
+ 2.51%
$12.59 - $15.36 $22K - $26.8K
71.3K $1.05M
CBZ
Cbiz, Inc.

Industrials
31.1K
+ 5.94%
$66.19 - $79.64 $2.06M - $2.48M
555K $39.8M
ARHS
Arhaus, Inc.

Consumer Cyclical
7.74K
+ 1.81%
$7.06 - $8.98 $54.7K - $69.5K
436K $3.78M
IMMR
Immersion Corp

Technology
3.51K
+ 4.01%
$6.63 - $7.98 $23.2K - $28K
91K $716K
PVBC
Provident Bancorp, Inc.

Financial Services
679
+ 1.48%
$10.65 - $12.49 $7.23K - $8.48K
46.5K $580K
RSVR
Reservoir Media, Inc.

Communication Services
6.74K
+ 11.23%
$6.88 - $7.8 $46.4K - $52.6K
66.8K $512K
LNKB
Linkbancorp, Inc.

Financial Services
2.51K
+ 3.87%
$6.33 - $7.42 $15.9K - $18.7K
67.5K $493K
PDS
Precision Drilling Corp

Energy
723
+ 2.33%
$38.04 - $51.55 $27.5K - $37.3K
31.7K $1.5M
RGCO
Rgc Resources Inc

Utilities
800
+ 3.38%
$20.27 - $22.92 $16.2K - $18.3K
24.4K $546K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
9.05K
+ 14.2%
$6.69 - $8.68 $60.6K - $78.6K
72.8K $594K
NAT
Nordic American Tankers LTD

Industrials
12.4K
+ 2.48%
N/A
515K $2.05M
SGH
Smart Global Holdings, Inc.

Technology
2.87K
+ 0.34%
N/A
854K $14.8M
ASUR
Asure Software Inc

Technology
3.41K
+ 5.05%
$8.82 - $10.16 $30K - $34.6K
70.9K $691K
SSBK
Southern States Bancshares, Inc.

Financial Services
910
+ 3.87%
$31.05 - $36.6 $28.3K - $33.3K
24.4K $888K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
14.9K
+ 4.65%
$14.92 - $20.09 $222K - $299K
336K $5.38M
ESSA
Essa Bancorp, Inc.

Financial Services
1.55K
+ 6.71%
$17.12 - $19.56 $26.5K - $30.3K
24.6K $477K
KMPH
Kempharm, Inc

Healthcare
8.64K
+ 5.63%
N/A
162K $800K
UIHC
United Insurance Holdings Corp.

Financial Services
5.6K
+ 7.61%
N/A
79.1K $593K
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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