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
CSX
Csx Corp

Industrials
78.9K
+ 0.66%
$26.69 - $32.91 $2.11M - $2.6M
12.1M $395M
DUOL
Duolingo, Inc.

Technology
16.6K
+ 4.85%
$292.88 - $540.68 $4.86M - $8.98M
359K $147M
TTD
Trade Desk, Inc.

Technology
86.4K
+ 4.35%
$45.27 - $79.4 $3.91M - $6.86M
2.07M $149M
ICE
Intercontinental Exchange, Inc.

Financial Services
23.1K
+ 0.7%
$151.62 - $183.47 $3.5M - $4.24M
3.3M $606M
O
Realty Income Corp

Real Estate
766K
+ 7.57%
$52.27 - $58.52 $40M - $44.8M
10.9M $627M
RMD
Resmed Inc

Healthcare
22.9K
+ 2.29%
$204.54 - $258.0 $4.68M - $5.9M
1.02M $263M
BNS
Bank Of Nova Scotia

Financial Services
171K
+ 4.4%
$44.56 - $55.27 $7.61M - $9.44M
4.05M $224M
FIVE
Five Below, Inc

Consumer Cyclical
8.74K
+ 1.28%
$55.75 - $131.18 $487K - $1.15M
691K $90.6M
TFC
Truist Financial Corp

Financial Services
164K
+ 0.94%
$34.79 - $42.99 $5.71M - $7.05M
17.6M $755M
CTAS
Cintas Corp

Industrials
21.3K
+ 1.08%
$190.11 - $227.66 $4.06M - $4.86M
2M $446M
ON
On Semiconductor Corp

Technology
166K
+ 6.54%
$31.95 - $54.21 $5.32M - $9.02M
2.71M $142M
DKNG
Draft Kings Inc.

Consumer Cyclical
131K
+ 3.91%
$31.67 - $42.89 $4.16M - $5.63M
3.49M $150M
EMRAF
Emera Inc

Utilities
815K
New
$40.76 - $45.86 $33.2M - $37.4M
815K $37.3M
BMO
Bank Of Montreal

Financial Services
72.2K
+ 3.72%
$87.54 - $110.63 $6.32M - $7.99M
2.01M $223M
PODD
Insulet Corp

Healthcare
6.76K
+ 1.0%
$238.57 - $327.47 $1.61M - $2.21M
681K $214M
NDAQ
Nasdaq, Inc.

Financial Services
45.6K
+ 1.89%
$66.4 - $89.42 $3.02M - $4.07M
2.46M $220M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
17.1K
+ 3.09%
$224.32 - $326.09 $3.85M - $5.59M
572K $186M
MOS
Mosaic CO

Basic Materials
67.4K
+ 1.87%
$22.76 - $36.95 $1.53M - $2.49M
3.66M $134M
NTRS
Northern Trust Corp

Financial Services
4.96K
+ 0.39%
$84.45 - $126.79 $419K - $628K
1.27M $161M
NTRA
Natera, Inc.

Healthcare
65.4K
+ 7.22%
$132.23 - $171.87 $8.65M - $11.2M
971K $164M
TPR
Tapestry, Inc.

Consumer Cyclical
17.7K
+ 0.92%
$60.6 - $87.81 $1.07M - $1.56M
1.95M $171M
GD
General Dynamics Corp

Industrials
16.5K
+ 1.04%
$247.68 - $291.66 $4.08M - $4.8M
1.6M $466M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
17.3K
+ 3.31%
$49.95 - $128.54 $863K - $2.22M
540K $67.2M
STT
State Street Corp

Financial Services
23.3K
+ 1.23%
$75.33 - $106.34 $1.75M - $2.47M
1.92M $204M
GLW
Corning Inc

Technology
10.3K
+ 0.21%
$39.07 - $52.59 $401K - $539K
4.95M $260M
USB
Us Bancorp \De\

Financial Services
83.4K
+ 0.84%
$36.4 - $45.76 $3.04M - $3.82M
10M $454M
EQT
Eqt Corp

Energy
141K
+ 2.71%
$46.11 - $60.44 $6.51M - $8.54M
5.35M $312M
SBAC
Sba Communications Corp

Real Estate
57.7K
+ 4.27%
$208.57 - $243.4 $12M - $14M
1.41M $331M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
152K
+ 9.65%
$27.82 - $46.45 $4.23M - $7.06M
1.73M $80.2M
MTZ
Mastec Inc

Industrials
611
+ 0.1%
$106.07 - $171.99 $64.8K - $105K
612K $104M
MLM
Martin Marietta Materials Inc

Basic Materials
4.8K
+ 1.15%
$452.51 - $568.19 $2.17M - $2.72M
421K $231M
AMP
Ameriprise Financial Inc

Financial Services
3.49K
+ 0.58%
$422.19 - $533.73 $1.47M - $1.86M
605K $323M
WHR
Whirlpool Corp

Consumer Cyclical
63.4K
+ 2.84%
$75.71 - $101.42 $4.8M - $6.43M
2.3M $233M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
500K
+ 8.84%
$35.35 - $42.68 $17.7M - $21.3M
6.15M $262M
PNC
Pnc Financial Services Group, Inc.

Financial Services
24.4K
+ 0.98%
$149.76 - $186.42 $3.65M - $4.54M
2.5M $466M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
7.43K
+ 0.71%
$160.22 - $209.35 $1.19M - $1.56M
1.05M $219M
SRE
Sempra Energy

Utilities
184K
+ 4.88%
$63.78 - $78.91 $11.8M - $14.5M
3.96M $300M
VMC
Vulcan Materials CO

Basic Materials
21.6K
+ 2.4%
$226.49 - $276.01 $4.88M - $5.95M
921K $240M
EL
Estee Lauder Companies Inc

Consumer Defensive
98.5K
+ 6.54%
$50.06 - $80.8 $4.93M - $7.96M
1.6M $130M
ARES
Ares Management Corp

Financial Services
61.3K
+ 8.34%
$118.04 - $175.83 $7.24M - $10.8M
796K $138M
LPLA
Lpl Financial Holdings Inc.

Financial Services
34.1K
+ 9.64%
$283.31 - $388.96 $9.67M - $13.3M
388K $146M
CME
Cme Group Inc.

Financial Services
28.7K
+ 1.38%
$252.37 - $290.71 $7.23M - $8.33M
2.11M $581M
GWRE
Guidewire Software, Inc.

Technology
15K
+ 2.82%
$172.73 - $257.37 $2.58M - $3.85M
546K $128M
NSC
Norfolk Southern Corp

Industrials
6.32K
+ 0.44%
$206.34 - $257.46 $1.3M - $1.63M
1.44M $368M
EW
Edwards Lifesciences Corp

Healthcare
75.2K
+ 1.9%
$67.07 - $78.22 $5.04M - $5.88M
4.04M $316M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.33M
+ 7.35%
$7.69 - $11.46 $10.3M - $15.3M
19.5M $223M
SMR
Nuscale Power Corp

Industrials
164K
+ 19.35%
$12.6 - $43.24 $2.07M - $7.09M
1.01M $40M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
181K
+ 23.71%
$114.78 - $133.31 $20.8M - $24.2M
947K $126M
SPXC
Spx Corp

Industrials
14.9K
+ 2.35%
$120.66 - $167.68 $1.8M - $2.51M
651K $109M
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
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email