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
MCD
Mcdonalds Corp

Consumer Cyclical
130K
+ 2.33%
$288.47 - $316.54 $37.5M - $41.1M
5.69M $1.65B
KMB
Kimberly Clark Corp

Consumer Defensive
529K
+ 5.26%
$130.37 - $146.09 $69M - $77.3M
10.6M $1.39B
PHM
Pultegroup Inc

Consumer Cyclical
19.8K
+ 1.49%
$108.86 - $149.04 $2.16M - $2.96M
1.35M $147M
MRNA
Moderna, Inc.

Healthcare
211K
+ 9.91%
$36.85 - $63.93 $7.79M - $13.5M
2.34M $97.5M
AES
Aes Corp

Utilities
185K
+ 2.76%
$12.44 - $20.24 $2.3M - $3.74M
6.88M $88.5M
GPC
Genuine Parts CO

Consumer Cyclical
146K
+ 5.32%
$113.11 - $143.63 $16.5M - $21M
2.89M $337M
CNC
Centene Corp

Healthcare
131K
+ 3.56%
$56.71 - $73.94 $7.42M - $9.68M
3.8M $230M
NUE
Nucor Corp

Basic Materials
68.3K
+ 4.23%
$115.78 - $167.74 $7.9M - $11.4M
1.68M $196M
CL
Colgate Palmolive CO

Consumer Defensive
137K
+ 2.98%
$90.22 - $102.31 $12.3M - $14M
4.73M $430M
MPC
Marathon Petroleum Corp

Energy
67.9K
+ 2.81%
$131.65 - $174.84 $8.94M - $11.9M
2.49M $347M
DUK
Duke Energy Corp

Utilities
136K
+ 1.61%
$105.76 - $120.76 $14.3M - $16.4M
8.56M $923M
TMO
Thermo Fisher Scientific Inc.

Healthcare
366K
+ 14.98%
$501.29 - $612.85 $184M - $224M
2.81M $1.46B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
15.3K
+ 0.62%
$97.29 - $122.68 $1.49M - $1.88M
2.47M $241M
TGT
Target Corp

Consumer Defensive
91.4K
+ 2.99%
$121.59 - $160.69 $11.1M - $14.7M
3.14M $425M
CARR
Carrier Global Corp

Industrials
93K
+ 1.96%
$66.69 - $82.65 $6.2M - $7.68M
4.84M $330M
CEG
Constellation Energy Corp

Utilities
59.9K
+ 3.09%
$224.28 - $285.52 $13.4M - $17.1M
2M $450M
UPS
United Parcel Service Inc

Industrials
1.34M
+ 6.1%
$122.65 - $138.35 $164M - $185M
23.3M $2.93B
STZ
Constellation Brands, Inc.

Consumer Defensive
38.8K
+ 2.22%
$219.66 - $257.62 $8.52M - $9.99M
1.78M $394M
DOW
Dow Inc.

Basic Materials
347K
+ 7.25%
$39.1 - $55.34 $13.6M - $19.2M
5.14M $206M
AMCR
Amcor PLC

Consumer Cyclical
2.86M
+ 6.63%
$9.34 - $11.37 $26.7M - $32.5M
46.1M $433M
HSY
Hershey CO

Consumer Defensive
248K
+ 5.64%
$168.67 - $193.65 $41.8M - $48M
4.64M $785M
LOW
Lowes Companies Inc

Consumer Cyclical
90K
+ 2.67%
$244.52 - $284.07 $22M - $25.6M
3.46M $854M
MCHP
Microchip Technology Inc

Technology
117K
+ 3.86%
$55.51 - $79.05 $6.48M - $9.23M
3.14M $180M
CE
Celanese Corp

Basic Materials
46.9K
+ 4.73%
$67.03 - $136.68 $3.14M - $6.4M
1.04M $71.8M
INTC
Intel Corp

Technology
2.25M
+ 7.09%
$19.07 - $26.23 $42.9M - $59M
33.9M $680M
NKE
Nike, Inc.

Consumer Cyclical
603K
+ 7.01%
$73.36 - $89.13 $44.3M - $53.8M
9.21M $697M
FNDX
Schwab Fundamental U S Large C

ETFs
263M
+ 200.98%
$23.49 - $71.77 $6.17B - $18.8B
393M $9.31B
BCE
Bce Inc

Communication Services
169K
+ 2.88%
$22.53 - $34.84 $3.8M - $5.88M
6.03M $140M
EXR
Extra Space Storage Inc.

Real Estate
43.2K
+ 1.83%
$142.35 - $178.32 $6.15M - $7.71M
2.41M $360M
MDT
Medtronic PLC

Healthcare
135K
+ 1.71%
$79.61 - $92.24 $10.7M - $12.4M
8M $639M
CAT
Caterpillar Inc

Industrials
61.7K
+ 1.91%
$360.37 - $416.88 $22.2M - $25.7M
3.29M $1.19B
BBY
Best Buy CO Inc

Consumer Cyclical
395K
+ 6.41%
$85.2 - $101.35 $33.7M - $40.1M
6.56M $563M
LMT
Lockheed Martin Corp

Industrials
1.13M
+ 17.87%
$479.66 - $614.62 $543M - $696M
7.47M $3.63B
LEN
Lennar Corp

Consumer Cyclical
30.5K
+ 1.94%
$136.2 - $188.96 $4.15M - $5.76M
1.6M $218M
VLO
Valero Energy Corp

Energy
414K
+ 4.02%
$118.59 - $144.02 $49.1M - $59.6M
10.7M $1.31B
O
Realty Income Corp

Real Estate
260K
+ 2.67%
$51.76 - $64.71 $13.5M - $16.8M
9.99M $534M
QCOM
Qualcomm Inc

Technology
166K
+ 2.49%
$150.4 - $178.04 $24.9M - $29.5M
6.81M $1.05B
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
1.38M
+ 4.43%
$19.74 - $23.59 $27.3M - $32.6M
32.6M $645M
DHI
Horton D R Inc

Consumer Cyclical
47.7K
+ 2.63%
$137.24 - $194.56 $6.54M - $9.28M
1.86M $260M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
37.5K
+ 2.31%
$396.64 - $516.74 $14.9M - $19.4M
1.66M $670M
FCX
Freeport Mcmoran Inc

Basic Materials
265K
+ 3.22%
$38.08 - $50.82 $10.1M - $13.5M
8.49M $323M
ES
Eversource Energy

Utilities
227K
+ 2.34%
$55.9 - $67.73 $12.7M - $15.4M
9.93M $571M
MDLZ
Mondelez International, Inc.

Consumer Defensive
267K
+ 3.48%
$59.25 - $72.99 $15.8M - $19.5M
7.94M $475M
MPWR
Monolithic Power Systems Inc

Technology
11.6K
+ 3.68%
$560.06 - $942.58 $6.47M - $10.9M
326K $193M
KLAC
Kla Corp

Technology
30.1K
+ 3.64%
$614.46 - $829.55 $18.5M - $25M
857K $540M
ZTS
Zoetis Inc.

Healthcare
39.4K
+ 1.18%
$162.24 - $194.42 $6.4M - $7.67M
3.39M $553M
CMCSA
Comcast Corp

Communication Services
838K
+ 2.63%
$37.39 - $45.14 $31.3M - $37.8M
32.7M $1.23B
NEM
Newmont Corp

Basic Materials
92.4K
+ 1.37%
$37.0 - $58.68 $3.42M - $5.42M
6.85M $255M
GE
General Electric CO

Industrials
202K
+ 3.1%
$159.95 - $194.23 $32.3M - $39.3M
6.73M $1.12B
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
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