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
VICI
Vici Properties Inc.

Real Estate
567K
+ 4.59%
$29.41 - $32.97 $16.7M - $18.7M
12.9M $421M
SLF
Sun Life Financial Inc

Financial Services
50.5K
+ 3.14%
$53.39 - $66.45 $2.69M - $3.35M
1.66M $110M
MDB
Mongo Db, Inc.

Technology
34.8K
+ 11.11%
$145.85 - $225.38 $5.07M - $7.83M
348K $73M
AEIS
Advanced Energy Industries Inc

Industrials
5.55K
+ 1.19%
$79.03 - $133.84 $439K - $743K
471K $62.4M
PARR
Par Pacific Holdings, Inc.

Energy
119K
+ 9.85%
$12.23 - $27.87 $1.45M - $3.31M
1.32M $35.1M
STE
Steris PLC

Healthcare
40.6K
+ 6.99%
$208.55 - $252.55 $8.46M - $10.2M
621K $149M
BWA
Borgwarner Inc

Consumer Cyclical
252K
+ 13.27%
$24.84 - $33.92 $6.25M - $8.54M
2.15M $71.9M
HAS
Hasbro, Inc.

Consumer Cyclical
34.2K
+ 2.81%
$50.71 - $73.82 $1.73M - $2.52M
1.25M $92.4M
CMI
Cummins Inc

Industrials
15.5K
+ 1.76%
$267.12 - $336.65 $4.15M - $5.23M
899K $294M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
799K
+ 15.82%
$10.8 - $16.92 $8.63M - $13.5M
5.85M $80.4M
IOT
Samsara Inc.

Technology
353K
+ 15.85%
$33.46 - $47.74 $11.8M - $16.9M
2.58M $103M
PTC
Ptc Inc.

Technology
12.7K
+ 1.47%
$136.74 - $173.24 $1.74M - $2.2M
878K $151M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
11.2K
+ 3.23%
$89.13 - $167.48 $1M - $1.88M
359K $54.6M
HST
Host Hotels & Resorts, Inc.

Real Estate
342K
+ 3.29%
$12.7 - $16.07 $4.34M - $5.49M
10.7M $165M
APAM
Artisan Partners Asset Management Inc.

Financial Services
35.6K
+ 1.21%
$33.85 - $44.55 $1.2M - $1.59M
2.98M $132M
FL
Foot Locker, Inc.

Consumer Cyclical
177K
+ 14.62%
$11.12 - $24.5 $1.96M - $4.33M
1.38M $33.9M
KEYS
Keysight Technologies, Inc.

Technology
13.4K
+ 1.3%
$127.02 - $165.4 $1.71M - $2.22M
1.05M $172M
PPG
Ppg Industries Inc

Basic Materials
41.4K
+ 1.51%
$91.66 - $115.04 $3.8M - $4.76M
2.78M $316M
CNQ
Canadian Natural Resources LTD

Energy
412K
+ 6.67%
$25.14 - $34.01 $10.4M - $14M
6.58M $207M
CDW
Cdw Corp

Technology
9.07K
+ 1.11%
$144.49 - $190.68 $1.31M - $1.73M
828K $148M
BEN
Franklin Resources Inc

Financial Services
80.1K
+ 2.54%
$16.66 - $23.85 $1.34M - $1.91M
3.24M $77.2M
CNI
Canadian National Railway CO

Industrials
64.9K
+ 4.44%
$92.66 - $108.13 $6.02M - $7.02M
1.53M $159M
COMM
Comm Scope Holding Company, Inc.

Technology
938K
+ 32.45%
$3.02 - $8.28 $2.83M - $7.77M
3.83M $31.7M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
7.15K
+ 0.44%
$65.04 - $82.18 $465K - $588K
1.62M $133M
EHC
Encompass Health Corp

Healthcare
12.5K
+ 1.82%
$96.12 - $122.63 $1.2M - $1.53M
698K $85.6M
LEU
Centrus Energy Corp

Energy
8.4K
+ 6.99%
$54.43 - $208.81 $457K - $1.75M
128K $23.5M
EXAS
Exact Sciences Corp

Healthcare
43.3K
+ 3.11%
$40.31 - $58.08 $1.74M - $2.51M
1.43M $76.2M
MGNI
Magnite, Inc.

Communication Services
122K
+ 11.95%
$9.0 - $24.12 $1.09M - $2.93M
1.14M $27.5M
ALGN
Align Technology Inc

Healthcare
3.39K
+ 0.68%
$144.32 - $190.42 $490K - $646K
502K $95M
AEM
Agnico Eagle Mines LTD

Basic Materials
31.1K
+ 2.71%
$99.48 - $124.46 $3.09M - $3.87M
1.18M $140M
ITRI
Itron, Inc.

Technology
6.58K
+ 1.19%
$92.04 - $132.78 $605K - $873K
560K $73.7M
WPM
Wheaton Precious Metals Corp.

Basic Materials
40.4K
+ 4.07%
$70.56 - $92.75 $2.85M - $3.75M
1.03M $92.9M
HII
Huntington Ingalls Industries, Inc.

Industrials
6.67K
+ 1.77%
$183.31 - $241.46 $1.22M - $1.61M
383K $92.5M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
85.2K
+ 8.6%
$78.85 - $101.3 $6.72M - $8.63M
1.08M $106M
TXT
Textron Inc

Industrials
23.6K
+ 1.41%
$60.72 - $80.34 $1.44M - $1.9M
1.7M $136M
U
Unity Software Inc.

Technology
221K
+ 10.21%
$16.75 - $26.24 $3.71M - $5.81M
2.39M $57.8M
IONS
Ionis Pharmaceuticals Inc

Healthcare
44.2K
+ 3.06%
$25.51 - $40.0 $1.13M - $1.77M
1.49M $58.8M
IRTC
I Rhythm Technologies, Inc.

Healthcare
16.9K
+ 6.63%
$96.84 - $154.71 $1.64M - $2.61M
271K $41.8M
RRX
Regal Rexnord Corp

Industrials
9.4K
+ 2.12%
$94.06 - $147.0 $884K - $1.38M
452K $65.5M
GPC
Genuine Parts CO

Consumer Cyclical
70.7K
+ 2.35%
$105.54 - $129.09 $7.46M - $9.12M
3.08M $374M
ILMN
Illumina, Inc.

Healthcare
36.8K
+ 5.1%
$70.3 - $95.41 $2.59M - $3.51M
758K $72.3M
TPC
Tutor Perini Corp

Industrials
79.6K
+ 16.53%
$19.63 - $46.85 $1.56M - $3.73M
561K $26.3M
CLSK
Cleanspark, Inc.

Technology
136K
+ 4.35%
$6.74 - $11.03 $913K - $1.49M
3.25M $35.9M
SITM
Sitime Corp

Technology
21.3K
+ 12.45%
$116.79 - $241.6 $2.49M - $5.15M
193K $41M
LAMR
Lamar Advertising CO

Real Estate
52.8K
+ 4.76%
$102.35 - $121.67 $5.4M - $6.42M
1.16M $141M
KEY
Keycorp

Financial Services
79.7K
+ 0.85%
$13.23 - $17.42 $1.05M - $1.39M
9.43M $164M
OSK
Oshkosh Corp

Industrials
13.8K
+ 2.05%
$79.17 - $113.62 $1.1M - $1.57M
689K $78.3M
TPG
Tpg Inc.

Financial Services
211K
+ 29.57%
$39.68 - $53.09 $8.38M - $11.2M
926K $48.6M
ITT
Itt Inc.

Industrials
1.2K
+ 0.23%
$112.67 - $157.95 $135K - $189K
523K $82.1M
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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