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
GLW
Corning Inc

Technology
84.9K
+ 1.75%
$44.11 - $49.76 $3.75M - $4.22M
4.94M $235M
OWL
Blue Owl Capital Inc.

Financial Services
106K
+ 3.19%
$19.51 - $24.81 $2.08M - $2.64M
3.45M $80.2M
NDAQ
Nasdaq, Inc.

Financial Services
71.6K
+ 3.12%
$70.87 - $83.05 $5.07M - $5.94M
2.37M $183M
MAC
Macerich CO

Real Estate
370K
+ 7.7%
$17.44 - $22.11 $6.45M - $8.18M
5.17M $103M
SYK
Stryker Corp

Healthcare
48.8K
+ 2.52%
$345.14 - $392.15 $16.8M - $19.1M
1.99M $715M
AZO
Autozone Inc

Consumer Cyclical
3.05K
+ 2.92%
$2981.19 - $3370.27 $9.1M - $10.3M
108K $345M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
2.78K
+ 1.88%
$202.45 - $354.85 $562K - $985K
151K $46.5M
WBS
Webster Financial Corp

Financial Services
38.7K
+ 2.64%
$44.33 - $62.82 $1.72M - $2.43M
1.51M $83.3M
UPST
Upstart Holdings, Inc.

Financial Services
14.2K
+ 2.22%
$37.78 - $84.46 $538K - $1.2M
657K $40.5M
OZK
Bank Ozk

Financial Services
189K
+ 4.78%
$41.39 - $50.55 $7.81M - $9.53M
4.13M $184M
FIVE
Five Below, Inc

Consumer Cyclical
39K
+ 6.35%
$83.0 - $115.97 $3.24M - $4.52M
653K $68.6M
BROS
Dutch Bros Inc.

Consumer Cyclical
5.43K
+ 0.79%
$30.72 - $55.82 $167K - $303K
693K $36.3M
CNP
Centerpoint Energy Inc

Utilities
160K
+ 4.05%
$28.58 - $32.66 $4.58M - $5.23M
4.12M $131M
VMC
Vulcan Materials CO

Basic Materials
32.5K
+ 3.91%
$237.95 - $292.31 $7.74M - $9.5M
863K $222M
FCNCA
First Citizens Bancshares Inc

Financial Services
568
+ 1.2%
$1818.92 - $2353.08 $1.03M - $1.34M
47.7K $101M
MCO
Moodys Corp

Financial Services
31.8K
+ 3.3%
$454.04 - $500.88 $14.4M - $15.9M
994K $471M
WTW
Willis Towers Watson PLC

Financial Services
12.2K
+ 2.05%
$287.99 - $332.53 $3.5M - $4.04M
605K $188M
GKOS
Glaukos Corp

Healthcare
8.94K
+ 1.39%
$126.42 - $152.67 $1.13M - $1.36M
651K $97.6M
RRC
Range Resources Corp

Energy
94.9K
+ 4.7%
$29.77 - $36.41 $2.83M - $3.46M
2.11M $76M
JOBY
Joby Aviation, Inc.

Industrials
362K
+ 10.23%
$4.8 - $9.16 $1.74M - $3.31M
3.89M $31.7M
ESTC
Elastic N.V.

Technology
17.2K
+ 3.15%
$75.01 - $116.22 $1.29M - $2M
563K $55.8M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
106K
+ 9.9%
$42.99 - $56.89 $4.58M - $6.06M
1.18M $62.5M
GWW
W.W. Grainger, Inc.

Industrials
8.83K
+ 3.1%
$1023.06 - $1220.93 $9.04M - $10.8M
293K $309M
RMBS
Rambus Inc

Technology
5.76K
+ 0.46%
$40.13 - $59.14 $231K - $341K
1.25M $66.1M
ETN
Eaton Corp PLC

Industrials
37.1K
+ 1.67%
$326.96 - $377.52 $12.1M - $14M
2.26M $749M
AR
Antero Resources Corp

Energy
32.2K
+ 1.67%
$25.54 - $35.52 $823K - $1.14M
1.96M $68.8M
WK
Workiva Inc

Technology
3.62K
+ 0.85%
$76.11 - $114.78 $276K - $416K
427K $46.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
20
+ 47.62%
$664750.0 - $724132.5 $13.3M - $14.5M
62 $42.2M
MASI
Masimo Corp

Healthcare
7.81K
+ 2.11%
$132.43 - $177.7 $1.03M - $1.39M
378K $62.5M
VTRS
Viatris Inc

Healthcare
265K
+ 2.28%
$11.32 - $13.37 $3M - $3.54M
11.9M $148M
MTDR
Matador Resources CO

Energy
56.6K
+ 3.95%
$50.33 - $60.91 $2.85M - $3.45M
1.49M $83.9M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
365K
+ 28.19%
$24.92 - $32.79 $9.1M - $12M
1.66M $45.7M
SKYW
Skywest Inc

Industrials
26.6K
+ 3.89%
$83.51 - $115.11 $2.22M - $3.06M
709K $71M
TDY
Teledyne Technologies Inc

Technology
11.3K
+ 3.88%
$436.59 - $489.24 $4.93M - $5.53M
303K $140M
BANR
Banner Corp

Financial Services
49.5K
+ 3.72%
$57.86 - $76.26 $2.86M - $3.77M
1.38M $92.1M
B
Barnes Group Inc

Industrials
154K
+ 18.71%
$38.58 - $47.26 $5.93M - $7.26M
975K $46.1M
CNX
Cnx Resources Corp

Energy
140K
+ 7.5%
$32.66 - $41.09 $4.56M - $5.74M
2M $73.4M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
129K
+ 7.76%
$17.13 - $34.23 $2.22M - $4.43M
1.8M $43.4M
JCI
Johnson Controls International PLC

Industrials
94.9K
+ 2.4%
$74.23 - $86.6 $7.05M - $8.22M
4.05M $320M
BR
Broadridge Financial Solutions, Inc.

Technology
23.4K
+ 3.53%
$209.64 - $236.44 $4.9M - $5.53M
685K $155M
MKL
Markel Corp

Financial Services
2.2K
+ 3.96%
$1542.01 - $1785.11 $3.4M - $3.93M
57.9K $100M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.24K
+ 0.22%
$107.98 - $143.92 $134K - $179K
555K $74.5M
PEN
Penumbra Inc

Healthcare
3.81K
+ 1.42%
$190.97 - $253.66 $727K - $966K
272K $64.5M
ABC
Amerisourcebergen Corp

Healthcare
66.3K
+ 6.9%
N/A
1.03M $190M
MYRG
Myr Group Inc.

Industrials
9.15K
+ 3.92%
$102.56 - $168.18 $938K - $1.54M
242K $36M
ONB
Old National Bancorp

Financial Services
47.1K
+ 1.3%
$17.94 - $23.23 $846K - $1.1M
3.68M $79.8M
NVCR
Novo Cure LTD

Healthcare
11.8K
+ 1.43%
$14.54 - $33.41 $171K - $393K
836K $24.9M
FDS
Factset Research Systems Inc

Financial Services
9.05K
+ 2.42%
$449.69 - $495.72 $4.07M - $4.49M
382K $184M
RH
Rh

Consumer Cyclical
2.87K
+ 1.55%
$311.9 - $446.04 $894K - $1.28M
188K $73.9M
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
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