Charles Schwab Investment Management Inc Purchases in Q1 2025

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ON
On Semiconductor Corp

Technology
56K
+ 2.25%
$40.69 - $64.51 $2.28M - $3.61M
2.54M $104M
FDX
Fedex Corp

Industrials
5.49K
+ 0.37%
$230.33 - $281.53 $1.26M - $1.55M
1.51M $367M
SQ
Block, Inc.

Technology
170K
+ 7.2%
$54.04 - $92.95 $9.19M - $15.8M
2.53M $145M
DAL
Delta Air Lines, Inc.

Industrials
92.8K
+ 2.58%
$43.6 - $69.06 $4.04M - $6.41M
3.69M $161M
HPE
Hewlett Packard Enterprise CO

Technology
4.82K
+ 0.05%
$14.77 - $24.42 $71.1K - $118K
9.75M $150M
SRE
Sempra Energy

Utilities
33.9K
+ 0.91%
$67.85 - $87.67 $2.3M - $2.98M
3.77M $269M
FIS
Fidelity National Information Services, Inc.

Technology
31.6K
+ 0.31%
$68.12 - $83.42 $2.15M - $2.64M
10.1M $756M
CDNS
Cadence Design Systems Inc

Technology
73.7K
+ 4.32%
$233.96 - $324.52 $17.2M - $23.9M
1.78M $453M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
491K
+ 5.78%
$47.79 - $59.89 $23.5M - $29.4M
8.98M $451M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
34.8K
+ 4.84%
$283.06 - $421.16 $9.85M - $14.7M
754K $213M
DHR
Danaher Corp

Healthcare
163K
+ 4.02%
$201.62 - $250.59 $32.9M - $40.9M
4.23M $867M
APO
Apollo Global Management, Inc.

Financial Services
113K
+ 3.89%
$126.01 - $172.06 $14.2M - $19.4M
3.01M $413M
COIN
Coinbase Global, Inc.

Technology
16.8K
+ 1.8%
$172.23 - $301.3 $2.9M - $5.07M
952K $164M
AMAT
Applied Materials Inc

Technology
25.9K
+ 0.54%
$145.06 - $195.51 $3.75M - $5.06M
4.83M $701M
DECK
Deckers Outdoor Corp

Consumer Cyclical
39.2K
+ 3.92%
$111.56 - $223.11 $4.37M - $8.75M
1.04M $116M
NKE
Nike, Inc.

Consumer Cyclical
301K
+ 3.28%
$63.29 - $81.72 $19.1M - $24.6M
9.51M $604M
SWKS
Skyworks Solutions, Inc.

Technology
409K
+ 8.01%
$64.12 - $93.96 $26.2M - $38.4M
5.51M $356M
CAT
Caterpillar Inc

Industrials
15.3K
+ 0.47%
$326.75 - $407.63 $5.01M - $6.26M
3.3M $1.09B
TROW
Price T Rowe Group Inc

Financial Services
519K
+ 7.22%
$91.57 - $116.93 $47.5M - $60.7M
7.71M $708M
DLR
Digital Realty Trust, Inc.

Real Estate
102K
+ 2.8%
$142.1 - $183.56 $14.5M - $18.7M
3.73M $535M
TTD
Trade Desk, Inc.

Technology
110K
+ 5.87%
$53.59 - $126.58 $5.9M - $13.9M
1.99M $109M
BX
Blackstone Inc.

Financial Services
118K
+ 2.91%
$136.53 - $186.74 $16.1M - $22M
4.16M $582M
KKR
Kkr & Co. Inc.

Financial Services
19.7K
+ 0.52%
$108.17 - $167.07 $2.13M - $3.29M
3.79M $438M
DIS
Walt Disney CO

Communication Services
109K
+ 1.01%
$96.87 - $114.0 $10.6M - $12.4M
10.9M $1.07B
ETN
Eaton Corp PLC

Industrials
15K
+ 0.66%
$271.83 - $371.23 $4.07M - $5.56M
2.27M $617M
AMD
Advanced Micro Devices Inc

Technology
466K
+ 4.62%
$96.63 - $129.55 $45M - $60.4M
10.5M $1.08B
ADBE
Adobe Inc.

Technology
89.4K
+ 3.18%
$377.84 - $464.11 $33.8M - $41.5M
2.9M $1.11B
ACN
Accenture PLC

Technology
165K
+ 3.32%
$300.91 - $398.25 $49.5M - $65.5M
5.13M $1.6B
MRVL
Marvell Technology, Inc.

Technology
169K
+ 4.93%
$61.57 - $126.06 $10.4M - $21.3M
3.6M $221M
UPS
United Parcel Service Inc

Industrials
1.78M
+ 7.65%
$109.66 - $136.26 $195M - $243M
25M $2.75B
ORCL
Oracle Corp

Technology
94.2K
+ 0.87%
$139.81 - $186.47 $13.2M - $17.6M
11M $1.53B
NOW
Service Now, Inc.

Technology
62.2K
+ 4.81%
$783.83 - $1170.39 $48.8M - $72.8M
1.36M $1.08B
CRM
Salesforce, Inc.

Technology
296K
+ 4.87%
$268.36 - $359.95 $79.3M - $106M
6.36M $1.71B
FNDA
Schwab Fundamental U S Small C

ETFs
1.1M
+ 0.55%
$26.87 - $30.99 $29.6M - $34.1M
200M $5.49B
GOOGL
Alphabet Inc.

Communication Services
105K
+ 0.27%
$154.33 - $206.19 $16.2M - $21.6M
38.6M $5.96B
AMZN
Amazon Com Inc

Consumer Cyclical
605K
+ 1.02%
$190.26 - $242.06 $115M - $147M
60.2M $11.5B
AVGO
Broadcom Inc.

Technology
1.04M
+ 3.18%
$167.43 - $244.7 $175M - $255M
33.9M $5.67B
MSFT
Microsoft Corp

Technology
181K
+ 0.37%
$375.39 - $447.2 $68.1M - $81.1M
49.2M $18.5B
TSLA
Tesla, Inc.

Consumer Cyclical
849K
+ 4.9%
$222.15 - $428.22 $189M - $364M
18.2M $4.71B
NVDA
Nvidia Corp

Technology
179K
+ 0.12%
$106.98 - $149.43 $19.2M - $26.8M
151M $16.4B
Activity Summary
Buys All Purchases 1941 New Holdings 63 Increased Positions 1878 Sells All Sells 1324 Reductions 1324 Sold out 0 Options Calls 0 Puts 0
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