Charles Schwab Investment Management Inc Purchases in Q4 2024

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVT
Avnet Inc

Technology
5.21K
+ 0.57%
$52.09 - $57.69 $271K - $301K
922K $48.2M
SEDG
Solaredge Technologies, Inc.

Technology
145K
+ 38.47%
$10.47 - $22.02 $1.52M - $3.19M
521K $7.08M
CBOE
Cboe Global Markets, Inc.

Financial Services
17.6K
+ 3.1%
$191.61 - $217.84 $3.38M - $3.84M
586K $114M
BYND
Beyond Meat, Inc.

Consumer Defensive
4.16K
+ 0.8%
$3.41 - $6.71 $14.2K - $27.9K
527K $1.98M
NX
Quanex Building Products Corp

Industrials
31.3K
+ 4.68%
$23.13 - $31.51 $725K - $988K
701K $17M
VRE
Veris Residential, Inc.

Real Estate
12.8K
+ 0.87%
$16.09 - $18.58 $206K - $237K
1.48M $24.7M
IT
Gartner Inc

Technology
19.2K
+ 3.92%
$481.22 - $551.8 $9.24M - $10.6M
509K $247M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
63.8K
+ 4.38%
$12.44 - $14.36 $793K - $916K
1.52M $19.1M
CHE
Chemed Corp

Healthcare
13.4K
+ 10.91%
$517.44 - $613.19 $6.93M - $8.21M
136K $72.1M
OMI
Owens & Minor Inc

Healthcare
277K
+ 13.65%
$11.8 - $14.78 $3.27M - $4.09M
2.31M $30.1M
OUT
Outfront Media Inc.

Real Estate
15.5K
+ 0.51%
$17.48 - $19.36 $270K - $299K
3.05M $54.2M
SPSC
Sps Commerce Inc

Technology
16.3K
+ 3.5%
$165.0 - $198.81 $2.68M - $3.24M
481K $88.6M
GMRE
Global Medical Reit Inc.

Real Estate
24K
+ 2.81%
$7.53 - $9.83 $181K - $236K
877K $6.77M
GGG
Graco Inc

Industrials
19.5K
+ 1.89%
$81.45 - $92.29 $1.59M - $1.8M
1.05M $88.9M
AVA
Avista Corp

Utilities
25K
+ 2.03%
$35.46 - $39.23 $886K - $980K
1.25M $45.9M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
122K
+ 5.04%
$17.41 - $19.29 $2.12M - $2.35M
2.53M $44.1M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
20.6K
+ 12.67%
$198.56 - $251.73 $4.1M - $5.19M
184K $36.7M
IMNM
Immunome Inc.

Healthcare
14.8K
+ 3.34%
$9.11 - $14.53 $135K - $215K
457K $4.69M
NTST
Netstreit Corp.

Real Estate
55.4K
+ 5.14%
$13.84 - $16.74 $766K - $927K
1.13M $16M
KYMR
Kymera Therapeutics, Inc.

Healthcare
20.3K
+ 5.55%
$39.06 - $51.84 $795K - $1.05M
387K $15.6M
MLKN
Millerknoll, Inc.

Consumer Cyclical
42.3K
+ 3.33%
$22.03 - $25.89 $933K - $1.1M
1.31M $29.7M
AQN
Algonquin Power & Utilities Corp.

Utilities
92.4K
+ 4.18%
$4.31 - $5.52 $398K - $510K
2.3M $10.3M
HTH
Hilltop Holdings Inc.

Financial Services
32.1K
+ 4.05%
$28.47 - $34.44 $915K - $1.11M
826K $23.7M
UTHR
United Therapeutics Corp

Healthcare
585
+ 0.16%
$348.66 - $410.0 $204K - $240K
371K $131M
MSEX
Middlesex Water CO

Utilities
5.19K
+ 3.1%
$52.63 - $69.7 $273K - $362K
172K $9.08M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
19K
+ 3.32%
$26.77 - $30.82 $510K - $587K
592K $16M
PTLO
Portillo'S Inc.

Consumer Cyclical
3.85K
+ 0.84%
$8.66 - $13.88 $33.3K - $53.4K
462K $4.35M
OPEN
Opendoor Technologies Inc.

Real Estate
1.32M
+ 13.69%
$1.6 - $2.34 $2.11M - $3.09M
11M $17.6M
GNRC
Generac Holdings Inc.

Industrials
2.02K
+ 0.36%
$154.28 - $195.11 $311K - $393K
558K $86.5M
SU
Suncor Energy Inc

Energy
99.7K
+ 2.29%
$34.5 - $41.53 $3.44M - $4.14M
4.46M $159M
AN
Autonation, Inc.

Consumer Cyclical
6.28K
+ 1.96%
$155.47 - $182.16 $976K - $1.14M
327K $55.6M
CGEM
Cullinan Oncology, Inc.

Healthcare
7.01K
+ 1.65%
$10.77 - $17.6 $75.5K - $123K
431K $5.25M
EXPI
Exp World Holdings, Inc.

Real Estate
123K
+ 9.57%
$11.51 - $14.77 $1.42M - $1.82M
1.41M $16.2M
JXN
Jackson Financial Inc.

Financial Services
28.3K
+ 2.7%
$84.91 - $113.74 $2.41M - $3.22M
1.08M $94M
ARMK
Aramark

Industrials
14.2K
+ 0.82%
$37.25 - $42.22 $529K - $600K
1.75M $65.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.9K
+ 0.65%
$77.02 - $78.58 $1.07M - $1.09M
2.14M $166M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
9.73K
+ 2.11%
$25.49 - $42.02 $248K - $409K
472K $13.8M
LOB
Live Oak Bancshares, Inc.

Financial Services
5.18K
+ 1.86%
$38.65 - $50.22 $200K - $260K
284K $11.2M
NVS
Novartis Ag

Healthcare
8.19K
+ 5.21%
$96.78 - $117.18 $792K - $959K
165K $16.1M
MEG
Montrose Environmental Group, Inc.

Industrials
1.83K
+ 0.69%
$15.62 - $27.65 $28.6K - $50.6K
266K $4.93M
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
2.19K
+ 0.66%
$5.61 - $12.72 $12.3K - $27.8K
333K $1.94M
THRM
Gentherm Inc

Consumer Cyclical
25.7K
+ 5.58%
$38.32 - $45.21 $986K - $1.16M
487K $19.4M
WWD
Woodward, Inc.

Industrials
3.1K
+ 0.62%
$159.67 - $187.29 $495K - $580K
504K $83.9M
BERY
Berry Global Group, Inc.

Consumer Cyclical
11K
+ 1.32%
$64.2 - $72.31 $707K - $796K
847K $54.8M
ACMR
Acm Research, Inc.

Technology
2.83K
+ 0.7%
$14.1 - $23.6 $39.8K - $66.7K
409K $6.17M
SWX
Southwest Gas Holdings, Inc.

Utilities
12.9K
+ 1.32%
$67.87 - $79.16 $876K - $1.02M
991K $70.1M
GMS
Gms Inc.

Industrials
15.7K
+ 2.64%
$84.83 - $103.84 $1.33M - $1.63M
610K $51.7M
ALEX
Alexander & Baldwin, Inc.

Real Estate
43.3K
+ 2.2%
$17.4 - $19.87 $754K - $861K
2.01M $35.7M
SGH
Smart Global Holdings, Inc.

Technology
42.6K
+ 5.41%
$15.03 - $20.85 $640K - $887K
829K $14.4M
Activity Summary
Buys All Purchases 2374 New Holdings 79 Increased Positions 2295 Sells All Sells 827 Reductions 827 Sold out 0 Options Calls 0 Puts 0
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