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
SWK
Stanley Black & Decker, Inc.

Industrials
54.4K
+ 4.91%
$55.86 - $76.98 $3.04M - $4.19M
1.16M $78.8M
OTIS
Otis Worldwide Corp

Industrials
33.1K
+ 1.42%
$90.88 - $104.3 $3.01M - $3.45M
2.37M $234M
G
Genpact LTD

Technology
12K
+ 1.08%
$40.65 - $50.56 $487K - $606K
1.12M $49.3M
EQR
Equity Residential

Real Estate
150K
+ 3.66%
$61.82 - $71.72 $9.29M - $10.8M
4.26M $287M
ONTO
Onto Innovation Inc.

Technology
4.7K
+ 1.34%
$88.5 - $133.37 $416K - $626K
355K $35.8M
TSCO
Tractor Supply CO

Consumer Cyclical
18.4K
+ 0.56%
$47.86 - $55.77 $881K - $1.03M
3.32M $175M
PRU
Prudential Financial Inc

Financial Services
31.1K
+ 1.31%
$95.12 - $112.71 $2.96M - $3.5M
2.41M $259M
CL
Colgate Palmolive CO

Consumer Defensive
72.3K
+ 1.52%
$87.57 - $96.0 $6.34M - $6.95M
4.83M $439M
ENTG
Entegris Inc

Technology
10.5K
+ 0.94%
$62.92 - $86.2 $663K - $908K
1.13M $91.5M
NOV
Nov Inc.

Energy
136K
+ 4.43%
$11.11 - $15.41 $1.51M - $2.09M
3.2M $39.8M
ROP
Roper Technologies Inc

Industrials
16K
+ 2.26%
$519.19 - $590.78 $8.29M - $9.43M
721K $409M
NSA
National Storage Affiliates Trust

Real Estate
13.5K
+ 1.35%
$31.82 - $39.04 $430K - $528K
1.02M $32.6M
THS
Tree House Foods, Inc.

Consumer Defensive
8.42K
+ 0.9%
$19.42 - $26.99 $164K - $227K
945K $18.4M
RXO
Rxo, Inc.
479
+ 0.02%
$12.58 - $19.55 $6.03K - $9.36K
2.09M $32.9M
AVTR
Avantor, Inc.

Basic Materials
147K
+ 4.45%
$11.94 - $16.29 $1.75M - $2.39M
3.44M $46.3M
AFG
American Financial Group Inc

Financial Services
44.7K
+ 1.77%
$116.9 - $132.12 $5.23M - $5.91M
2.57M $324M
CPT
Camden Property Trust

Real Estate
66K
+ 4.29%
$106.53 - $122.8 $7.04M - $8.11M
1.6M $181M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
138K
+ 4.19%
$45.92 - $50.78 $6.34M - $7.01M
3.43M $160M
LBRT
Liberty Energy Inc.

Energy
299K
+ 11.94%
$10.0 - $16.08 $2.99M - $4.81M
2.81M $32.2M
MAN
Manpower Group Inc.

Industrials
37.1K
+ 7.2%
$38.37 - $58.77 $1.42M - $2.18M
552K $22.3M
LNT
Alliant Energy Corp

Utilities
21K
+ 0.93%
$58.79 - $64.85 $1.24M - $1.36M
2.29M $139M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
96.5K
+ 7.49%
$20.6 - $29.93 $1.99M - $2.89M
1.39M $31.4M
ALKS
Alkermes Plc.

Healthcare
44.6K
+ 2.18%
$26.59 - $32.65 $1.19M - $1.46M
2.09M $59.9M
CYTK
Cytokinetics Inc

Healthcare
44.3K
+ 3.37%
$29.84 - $42.92 $1.32M - $1.9M
1.36M $44.8M
MUSA
Murphy Usa Inc.

Consumer Cyclical
2.72K
+ 1.89%
$388.56 - $520.27 $1.06M - $1.41M
147K $59.8M
SG
Sweetgreen, Inc.

Consumer Cyclical
30K
+ 3.59%
$12.23 - $25.56 $367K - $767K
866K $12.9M
NEOG
Neogen Corp

Healthcare
88.2K
+ 3.94%
$4.39 - $8.59 $387K - $757K
2.32M $11.1M
COLB
Columbia Banking System, Inc.

Financial Services
150K
+ 1.95%
$20.71 - $25.63 $3.1M - $3.84M
7.82M $183M
MAS
Masco Corp

Industrials
20.7K
+ 1.08%
$58.73 - $71.06 $1.22M - $1.47M
1.93M $124M
VTR
Ventas, Inc.

Real Estate
331K
+ 6.29%
$62.45 - $70.08 $20.7M - $23.2M
5.6M $353M
ACGL
Arch Capital Group Ltd.

Financial Services
20.6K
+ 1.0%
$84.99 - $96.82 $1.75M - $1.99M
2.07M $189M
TECH
Bio Techne Corp

Healthcare
41.2K
+ 2.72%
$46.66 - $58.38 $1.92M - $2.4M
1.55M $79.9M
TRNO
Terreno Realty Corp

Real Estate
83.4K
+ 4.43%
$51.18 - $63.89 $4.27M - $5.33M
1.97M $110M
MKC
Mccormick & CO Inc

Consumer Defensive
13.7K
+ 0.89%
$71.11 - $82.25 $972K - $1.12M
1.56M $118M
ENR
Energizer Holdings, Inc.

Industrials
25.7K
+ 2.57%
$19.83 - $29.97 $510K - $771K
1.03M $20.7M
ALL
Allstate Corp

Financial Services
5.23K
+ 0.29%
$180.53 - $212.64 $943K - $1.11M
1.82M $366M
CMS
Cms Energy Corp

Utilities
23K
+ 1.21%
$68.57 - $75.51 $1.58M - $1.74M
1.93M $133M
ELS
Equity Lifestyle Properties Inc

Real Estate
57.5K
+ 2.21%
$61.46 - $68.02 $3.53M - $3.91M
2.65M $164M
UDR
Udr, Inc.

Real Estate
232K
+ 5.24%
$38.09 - $45.36 $8.85M - $10.5M
4.67M $191M
VFC
V F Corp

Consumer Cyclical
52.4K
+ 1.89%
$9.74 - $16.39 $510K - $859K
2.83M $33.2M
AGL
Agilon Health, Inc.

Healthcare
31.3K
+ 0.63%
$2.1 - $5.68 $65.8K - $178K
4.97M $11.4M
CRI
Carters Inc

Consumer Cyclical
143K
+ 10.74%
$29.83 - $42.12 $4.25M - $6.01M
1.47M $44.3M
HUM
Humana Inc

Healthcare
45.1K
+ 4.32%
$224.93 - $295.04 $10.2M - $13.3M
1.09M $267M
DD
Du Pont De Nemours, Inc.

Basic Materials
114K
+ 3.88%
$55.13 - $75.25 $6.27M - $8.56M
3.05M $209M
IART
Integra Lifesciences Holdings Corp

Healthcare
74.1K
+ 6.46%
$11.6 - $21.78 $859K - $1.61M
1.22M $15M
DHR
Danaher Corp

Healthcare
107K
+ 2.53%
$174.64 - $205.16 $18.7M - $21.9M
4.34M $857M
IRT
Independence Realty Trust, Inc.

Real Estate
130K
+ 3.6%
$17.41 - $21.38 $2.27M - $2.78M
3.75M $66.3M
AZO
Autozone Inc

Consumer Cyclical
164
+ 0.15%
$3478.38 - $3880.15 $570K - $636K
112K $415M
OXY
Occidental Petroleum Corp

Energy
522K
+ 11.79%
$36.11 - $49.33 $18.9M - $25.8M
4.96M $208M
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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