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
GCBC
Greene County Bancorp Inc

Financial Services
1
+ 0.0%
$20.74 - $23.72 $20.7 - $23.7
20.3K $451K
CDXC
Chroma Dex Corp.

Healthcare
11.5K
+ 7.95%
$5.42 - $7.08 $62.3K - $81.4K
156K $958K
POWW
Ammo, Inc.

Industrials
26.3K
+ 3.58%
$1.25 - $2.09 $32.9K - $54.9K
761K $973K
CENX
Century Aluminum CO

Basic Materials
13.9K
+ 2.58%
$13.7 - $20.12 $190K - $279K
552K $9.94M
CLBK
Columbia Financial, Inc.

Financial Services
4.79K
+ 2.13%
$13.07 - $15.57 $62.6K - $74.6K
230K $3.33M
PHG
Koninklijke Philips Nv

Healthcare
2.54K
+ 3.51%
$21.67 - $25.64 $54.9K - $65K
74.8K $1.79M
ULH
Universal Logistics Holdings, Inc.

Industrials
108
+ 0.19%
$21.74 - $27.17 $2.35K - $2.93K
57K $1.45M
OLP
One Liberty Properties Inc

Real Estate
10.7K
+ 8.45%
$23.24 - $26.54 $249K - $284K
137K $3.28M
BOOM
Dmc Global Inc.

Energy
338
+ 0.23%
$6.21 - $8.58 $2.1K - $2.9K
150K $1.21M
RELL
Richardson Electronics, Ltd.

Technology
15
+ 0.04%
$8.12 - $10.92 $122 - $164
35.4K $341K
CDXS
Codexis, Inc.

Healthcare
476
+ 0.19%
$1.97 - $2.64 $938 - $1.26K
251K $611K
LMNR
Limoneira CO

Consumer Defensive
1.89K
+ 3.99%
$14.74 - $17.88 $27.9K - $33.8K
49.3K $771K
RCEL
Avita Medical, Inc.

Healthcare
21.6K
+ 33.64%
$4.77 - $10.25 $103K - $221K
85.8K $453K
PKOH
Park Ohio Holdings Corp

Industrials
1.76K
+ 6.55%
$16.88 - $22.1 $29.7K - $38.8K
28.6K $510K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
54.7K
+ 3.1%
$6.97 - $8.23 $381K - $450K
1.82M $14.7M
TRVI
Trevi Therapeutics, Inc.

Healthcare
18.4K
+ 8.87%
$5.28 - $7.06 $97.2K - $130K
226K $1.24M
KURA
Kura Oncology, Inc.

Healthcare
76.2K
+ 12.22%
$5.55 - $6.92 $423K - $527K
699K $4.03M
TTC
Toro CO

Industrials
18.1K
+ 2.76%
$63.51 - $77.8 $1.15M - $1.41M
675K $47.7M
EGY
Vaalco Energy Inc

Energy
10.9K
+ 1.31%
$3.1 - $3.94 $33.9K - $43.1K
844K $3.05M
ITIC
Investors Title CO

Financial Services
123
+ 2.95%
$193.09 - $252.2 $23.8K - $31K
4.29K $906K
ORGO
Organogenesis Holdings Inc.

Healthcare
124K
+ 14.81%
$2.66 - $5.34 $329K - $660K
959K $3.51M
UE
Urban Edge Properties

Real Estate
36.9K
+ 1.58%
$16.3 - $19.42 $602K - $717K
2.37M $44.2M
FOR
Forestar Group Inc.

Real Estate
3.38K
+ 2.16%
$18.45 - $21.41 $62.3K - $72.3K
160K $3.19M
GOGL
Golden Ocean Group LTD

Industrials
16.4K
+ 4.69%
$6.48 - $8.39 $106K - $137K
366K $2.68M
DAVA
Endava PLC

Technology
2.81K
+ 7.59%
$13.81 - $21.5 $38.8K - $60.4K
39.9K $610K
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.74K
+ 1.69%
$36.24 - $43.32 $63.1K - $75.5K
105K $4.18M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1K
+ 0.22%
$89.28 - $103.69 $89.6K - $104K
458K $45.7M
BHF
Brighthouse Financial, Inc.

Financial Services
28K
+ 7.25%
$47.29 - $61.15 $1.33M - $1.71M
415K $22.3M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
289K
+ 44.35%
$3.63 - $5.73 $1.05M - $1.66M
941K $3.62M
OPK
Opko Health, Inc.

Healthcare
608K
+ 22.19%
$1.24 - $1.66 $754K - $1.01M
3.35M $4.42M
AWR
American States Water CO

Utilities
9.64K
+ 2.22%
$75.1 - $81.3 $724K - $784K
444K $34.1M
CTO
Cto Realty Growth, Inc.

Real Estate
32K
+ 9.45%
$16.86 - $19.44 $540K - $623K
371K $6.41M
VREX
Varex Imaging Corp

Healthcare
131K
+ 30.0%
$6.88 - $11.43 $903K - $1.5M
569K $4.93M
FFIC
Flushing Financial Corp

Financial Services
5.9K
+ 2.22%
$10.9 - $13.17 $64.3K - $77.7K
271K $3.22M
GCMG
Gcm Grosvenor Inc.

Financial Services
5.21K
+ 4.15%
$11.4 - $13.31 $59.3K - $69.3K
131K $1.51M
ALT
Altimmune, Inc.

Healthcare
21.6K
+ 10.21%
$3.5 - $7.71 $75.7K - $167K
234K $903K
KBH
Kb Home

Consumer Cyclical
82.1K
+ 9.37%
$50.15 - $58.93 $4.12M - $4.84M
958K $50.7M
HFFG
Hf Foods Group Inc.

Consumer Defensive
134
+ 0.13%
$3.05 - $4.5 $409 - $603
99.5K $316K
RXT
Rackspace Technology, Inc.

Technology
51.3K
+ 8.85%
$1.03 - $1.73 $52.8K - $88.7K
631K $807K
VCEL
Vericel Corp

Healthcare
17.8K
+ 3.96%
$37.92 - $45.7 $675K - $814K
467K $19.9M
GBCI
Glacier Bancorp, Inc.

Financial Services
37.6K
+ 2.39%
$37.85 - $44.51 $1.42M - $1.67M
1.61M $69.5M
EC
Ecopetrol S.A.

Energy
163K
+ 16.0%
$7.88 - $10.63 $1.28M - $1.73M
1.18M $10.4M
LXP
Lxp Industrial Trust

Real Estate
249K
+ 4.33%
$7.22 - $8.85 $1.79M - $2.2M
5.99M $49.5M
HLLY
Holley Inc.

Consumer Cyclical
40.7K
+ 8.59%
$1.77 - $2.57 $72.1K - $105K
515K $1.03M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
19.6K
+ 14.17%
$1.42 - $5.48 $27.8K - $107K
158K $603K
MBI
Mbia Inc

Financial Services
8.53K
+ 2.38%
$3.92 - $4.87 $33.4K - $41.6K
368K $1.6M
UMH
Umh Properties, Inc.

Real Estate
105K
+ 10.25%
$16.36 - $18.82 $1.71M - $1.97M
1.13M $18.9M
ESPR
Esperion Therapeutics, Inc.

Healthcare
62.9K
+ 11.35%
$0.73 - $1.41 $45.9K - $88.7K
617K $604K
KRO
Kronos Worldwide Inc

Basic Materials
5.59K
+ 3.12%
$6.0 - $7.75 $33.5K - $43.3K
185K $1.15M
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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