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
PTC
Ptc Inc.

Technology
36.2K
+ 4.61%
$175.97 - $201.89 $6.38M - $7.31M
822K $151M
PM
Philip Morris International Inc.

Consumer Defensive
190K
+ 1.44%
$118.38 - $133.06 $22.5M - $25.3M
13.4M $1.62B
XMTR
Xometry, Inc.

Industrials
11.3K
+ 3.19%
$17.17 - $44.66 $194K - $505K
366K $15.6M
MNST
Monster Beverage Corp

Consumer Defensive
144K
+ 3.73%
$49.24 - $56.38 $7.08M - $8.11M
4M $210M
LAD
Lithia Motors Inc

Consumer Cyclical
2.11K
+ 1.02%
$303.15 - $394.27 $639K - $831K
208K $74.4M
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.37K
+ 0.35%
$242.7 - $295.49 $332K - $404K
396K $113M
DOCS
Doximity, Inc.

Healthcare
25.5K
+ 3.39%
$41.25 - $61.25 $1.05M - $1.56M
779K $41.6M
SLG
Sl Green Realty Corp

Real Estate
160K
+ 12.61%
$66.24 - $81.13 $10.6M - $13M
1.43M $97M
CUZ
Cousins Properties Inc

Real Estate
189K
+ 7.61%
$28.63 - $31.94 $5.42M - $6.05M
2.68M $82M
CBZ
Cbiz, Inc.

Industrials
10.6K
+ 2.01%
$63.78 - $83.43 $673K - $880K
536K $43.9M
OKTA
Okta, Inc.

Technology
46.1K
+ 4.31%
$71.81 - $86.11 $3.31M - $3.97M
1.12M $87.9M
MARA
Marathon Digital Holdings, Inc.

Financial Services
372K
+ 14.01%
N/A
3.03M $68.3M
CHWY
Chewy, Inc.

Consumer Cyclical
145K
+ 17.63%
$26.51 - $35.87 $3.85M - $5.22M
970K $32.5M
ZBRA
Zebra Technologies Corp

Technology
8.91K
+ 2.98%
$360.09 - $411.94 $3.21M - $3.67M
308K $119M
FRSH
Freshworks Inc.

Technology
53.2K
+ 3.42%
$10.88 - $17.02 $579K - $905K
1.61M $26M
HWC
Hancock Whitney Corp

Financial Services
73.9K
+ 6.4%
$49.12 - $61.04 $3.63M - $4.51M
1.23M $67.2M
GH
Guardant Health, Inc.

Healthcare
13.4K
+ 1.34%
$20.2 - $38.11 $271K - $510K
1.02M $31.1M
CARG
Car Gurus, Inc.

Communication Services
30.6K
+ 2.93%
$29.05 - $38.78 $889K - $1.19M
1.07M $39.2M
BYD
Boyd Gaming Corp

Consumer Cyclical
3.05K
+ 0.31%
$62.5 - $75.64 $191K - $231K
975K $70.7M
TW
Tradeweb Markets Inc.

Financial Services
12.9K
+ 1.55%
$124.87 - $136.32 $1.61M - $1.76M
845K $111M
KMX
Carmax Inc

Consumer Cyclical
15.1K
+ 1.02%
$71.11 - $87.2 $1.08M - $1.32M
1.49M $122M
ASB
Associated Banc Corp

Financial Services
111K
+ 5.21%
$20.64 - $28.14 $2.3M - $3.13M
2.25M $53.7M
ENVA
Enova International, Inc.

Financial Services
19.2K
+ 4.01%
$80.49 - $106.72 $1.55M - $2.05M
498K $47.8M
VRTS
Virtus Investment Partners, Inc.

Financial Services
21.3K
+ 8.35%
$203.34 - $250.89 $4.34M - $5.35M
277K $61.1M
ZS
Zscaler, Inc.

Technology
22.7K
+ 6.38%
$166.99 - $211.99 $3.78M - $4.8M
378K $68.1M
SSB
South State Corp

Financial Services
52K
+ 5.27%
$94.05 - $111.93 $4.89M - $5.83M
1.04M $103M
ESAB
Esab Corp

Industrials
1.39K
+ 0.27%
$102.05 - $135.08 $142K - $188K
519K $62.4M
ZD
Ziff Davis, Inc.

Communication Services
62.4K
+ 8.97%
$43.77 - $59.99 $2.73M - $3.74M
758K $41.2M
INCY
Incyte Corp

Healthcare
33.8K
+ 2.1%
$65.08 - $83.38 $2.2M - $2.82M
1.64M $113M
VCTR
Victory Capital Holdings, Inc.

Financial Services
37.7K
+ 8.3%
$54.76 - $72.24 $2.07M - $2.72M
492K $32.2M
CRBG
Corebridge Financial, Inc.

Financial Services
193K
+ 11.13%
$28.28 - $33.37 $5.47M - $6.46M
1.93M $57.7M
UPWK
Upwork, Inc

Industrials
64.4K
+ 6.37%
$10.05 - $17.51 $648K - $1.13M
1.08M $17.6M
CTSH
Cognizant Technology Solutions Corp

Technology
103K
+ 3.19%
$74.37 - $82.32 $7.69M - $8.51M
3.35M $257M
ALTR
Altair Engineering Inc.

Technology
1.11K
+ 0.22%
$91.78 - $110.67 $102K - $123K
507K $55.3M
CASY
Caseys General Stores Inc

Consumer Cyclical
3.2K
+ 1.17%
$366.65 - $427.88 $1.17M - $1.37M
277K $110M
MXL
Maxlinear Inc

Technology
102K
+ 11.13%
$12.73 - $21.01 $1.3M - $2.14M
1.02M $20.1M
RAMP
Live Ramp Holdings, Inc.

Technology
49.2K
+ 5.19%
$23.69 - $32.37 $1.16M - $1.59M
996K $30.2M
REZI
Resideo Technologies, Inc.

Industrials
99.5K
+ 6.44%
$19.3 - $27.75 $1.92M - $2.76M
1.65M $37.9M
PAYO
Payoneer Global Inc.

Technology
91K
+ 3.89%
$7.59 - $11.05 $691K - $1.01M
2.43M $24.4M
VERX
Vertex, Inc.

Technology
6.67K
+ 1.54%
$39.21 - $56.92 $262K - $380K
439K $23.4M
AEIS
Advanced Energy Industries Inc

Industrials
18.5K
+ 4.2%
$101.71 - $122.72 $1.88M - $2.27M
460K $53.2M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
3.69K
+ 1.27%
$32.27 - $55.37 $119K - $204K
294K $16.3M
GPI
Group 1 Automotive Inc

Consumer Cyclical
2K
+ 1.31%
$344.56 - $435.0 $689K - $870K
155K $65.3M
PJT
Pjt Partners Inc.

Financial Services
3.17K
+ 1.26%
$132.4 - $167.36 $420K - $531K
255K $40.3M
APG
A Pi Group Corp

Industrials
35.8K
+ 1.98%
$31.48 - $39.26 $1.13M - $1.4M
1.84M $66.2M
VIRT
Virtu Financial, Inc.

Financial Services
209
+ 0.02%
$30.43 - $37.95 $6.36K - $7.93K
1.27M $45.4M
AEE
Ameren Corp

Utilities
43.3K
+ 2.62%
$85.81 - $94.98 $3.71M - $4.11M
1.7M $151M
AKR
Acadia Realty Trust

Real Estate
220K
+ 11.39%
$22.67 - $26.08 $4.99M - $5.74M
2.15M $52M
EDR
Endeavor Group Holdings, Inc.

Communication Services
57.2K
+ 3.21%
$28.4 - $31.34 $1.62M - $1.79M
1.84M $57.4M
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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