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
WY
Weyerhaeuser CO

Real Estate
308K
+ 3.37%
$24.69 - $29.48 $7.61M - $9.08M
9.45M $243M
PFE
Pfizer Inc

Healthcare
1.14M
+ 2.36%
$21.59 - $24.84 $24.5M - $28.2M
49.2M $1.19B
GPN
Global Payments Inc

Industrials
24.8K
+ 1.53%
$67.47 - $99.6 $1.67M - $2.47M
1.65M $132M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.89K
+ 0.15%
$90.21 - $112.66 $170K - $212K
1.26M $114M
WU
Western Union CO

Financial Services
58.1K
+ 0.44%
$8.37 - $10.63 $486K - $617K
13.3M $112M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
27.6K
+ 4.27%
$17.1 - $63.66 $472K - $1.76M
674K $11.5M
HUN
Huntsman Corp

Basic Materials
263K
+ 4.3%
$10.28 - $15.52 $2.7M - $4.08M
6.37M $66.4M
PLD
Prologis, Inc.

Real Estate
379K
+ 3.61%
$89.76 - $112.34 $34M - $42.6M
10.9M $1.14B
DUK
Duke Energy Corp

Utilities
34.9K
+ 0.4%
$112.46 - $124.05 $3.93M - $4.33M
8.69M $1.03B
IP
International Paper CO

Consumer Cyclical
42.1K
+ 0.85%
$43.89 - $54.46 $1.85M - $2.29M
5.02M $235M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
217K
+ 1.58%
$22.66 - $26.12 $4.92M - $5.67M
14M $343M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
10.1K
+ 1.34%
$225.56 - $335.19 $2.28M - $3.39M
764K $182M
OVV
Ovintiv Inc.

Energy
313K
+ 3.38%
$31.18 - $44.14 $9.75M - $13.8M
9.57M $364M
LOW
Lowes Companies Inc

Consumer Cyclical
34.4K
+ 0.98%
$210.83 - $235.28 $7.25M - $8.09M
3.54M $785M
STZ
Constellation Brands, Inc.

Consumer Defensive
47K
+ 2.44%
$160.0 - $195.62 $7.51M - $9.19M
1.97M $320M
APA
Apa Corp

Energy
276K
+ 1.98%
$14.03 - $21.24 $3.87M - $5.86M
14.2M $260M
DOW
Dow Inc.

Basic Materials
471K
+ 8.64%
$25.81 - $34.89 $12.2M - $16.5M
5.93M $157M
BKR
Baker Hughes CO

Energy
184K
+ 2.53%
$35.0 - $44.92 $6.43M - $8.25M
7.46M $286M
HES
Hess Corp

Energy
48.6K
+ 2.51%
$126.32 - $161.29 $6.14M - $7.84M
1.98M $275M
ACN
Accenture PLC

Technology
109K
+ 2.12%
$279.23 - $323.21 $30.4M - $35.2M
5.24M $1.57B
PCG
Pg&E Corp

Utilities
447K
+ 3.47%
$13.55 - $17.87 $6.06M - $7.99M
13.3M $186M
TRGP
Targa Resources Corp.

Energy
24.8K
+ 1.63%
$157.32 - $205.72 $3.91M - $5.11M
1.55M $269M
CPRT
Copart Inc

Consumer Cyclical
109K
+ 1.91%
$47.72 - $63.84 $5.22M - $6.99M
5.85M $287M
SNA
Snap On Inc

Industrials
36.4K
+ 1.9%
$292.36 - $342.2 $10.6M - $12.5M
1.96M $609M
NSP
Insperity, Inc.

Industrials
41.5K
+ 2.94%
$58.55 - $89.92 $2.43M - $3.73M
1.45M $87.3M
BBY
Best Buy CO Inc

Consumer Cyclical
69.5K
+ 1.0%
$56.17 - $75.73 $3.91M - $5.27M
7.04M $472M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
125K
+ 4.94%
$67.83 - $92.33 $8.48M - $11.5M
2.66M $193M
AON
Aon PLC

Financial Services
30K
+ 2.39%
$335.85 - $398.81 $10.1M - $12M
1.28M $458M
FTV
Fortive Corp

Technology
8.08K
+ 0.39%
$52.13 - $74.29 $421K - $600K
2.05M $107M
RHI
Robert Half International Inc.

Industrials
84.5K
+ 2.34%
$40.31 - $54.71 $3.41M - $4.63M
3.7M $152M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
48.3K
+ 2.8%
$421.16 - $509.5 $20.4M - $24.6M
1.77M $790M
TPL
Texas Pacific Land Corp

Energy
720
+ 0.39%
$1036.28 - $1430.55 $746K - $1.03M
184K $195M
CTRA
Coterra Energy Inc.

Energy
1.5M
+ 5.91%
$22.6 - $29.07 $33.8M - $43.5M
26.8M $680M
PGR
Progressive Corp

Financial Services
42.9K
+ 1.05%
$255.27 - $288.74 $11M - $12.4M
4.13M $1.1B
PAYX
Paychex Inc

Industrials
251K
+ 2.33%
$137.01 - $159.78 $34.4M - $40.1M
11M $1.6B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
43.5K
+ 1.52%
$212.1 - $244.27 $9.22M - $10.6M
2.9M $634M
TGT
Target Corp

Consumer Defensive
277K
+ 1.74%
$88.76 - $105.77 $24.6M - $29.3M
16.2M $1.6B
FNF
Fidelity National Financial, Inc.

Financial Services
234K
+ 2.6%
$53.62 - $66.59 $12.6M - $15.6M
9.24M $518M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
9.94K
+ 1.4%
$483.07 - $625.6 $4.8M - $6.22M
720K $378M
ELV
Elevance Health, Inc.

Healthcare
21.9K
+ 1.23%
$372.27 - $452.69 $8.15M - $9.91M
1.8M $702M
WSO
Watsco Inc

Industrials
31.5K
+ 2.16%
$421.84 - $520.66 $13.3M - $16.4M
1.49M $656M
TMUS
T Mobile Us, Inc.

Communication Services
36.4K
+ 1.11%
$220.99 - $268.54 $8.05M - $9.78M
3.33M $794M
LYB
Lyondell Basell Industries N.V.

Basic Materials
237K
+ 2.57%
$53.23 - $70.65 $12.6M - $16.7M
9.48M $548M
KMB
Kimberly Clark Corp

Consumer Defensive
219K
+ 1.94%
$126.84 - $145.22 $27.7M - $31.8M
11.5M $1.48B
PEP
Pepsico Inc

Consumer Defensive
2.56M
+ 9.65%
$128.02 - $151.37 $327M - $387M
29M $3.83B
GIS
General Mills Inc

Consumer Defensive
266K
+ 1.4%
$50.37 - $60.97 $13.4M - $16.2M
19.3M $1B
HAL
Halliburton CO

Energy
346K
+ 1.16%
$19.26 - $25.7 $6.67M - $8.9M
30.3M $617M
PG
Procter & Gamble CO

Consumer Defensive
295K
+ 1.72%
$157.66 - $172.39 $46.5M - $50.8M
17.4M $2.77B
BDX
Becton Dickinson & CO

Healthcare
151K
+ 4.89%
$165.15 - $226.42 $25M - $34.2M
3.24M $558M
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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