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
IBOC
International Bancshares Corp

Financial Services
50.3K
+ 2.35%
$56.4 - $66.7 $2.84M - $3.36M
2.19M $146M
ADNT
Adient PLC

Consumer Cyclical
201K
+ 19.08%
$10.34 - $19.72 $2.07M - $3.96M
1.25M $24.4M
GNRC
Generac Holdings Inc.

Industrials
8.37K
+ 1.45%
$101.92 - $143.21 $853K - $1.2M
586K $84M
D
Dominion Energy, Inc

Utilities
146K
+ 2.71%
$49.66 - $58.0 $7.26M - $8.48M
5.53M $313M
CPNG
Coupang, Inc.

Consumer Cyclical
48.4K
+ 4.22%
$19.76 - $30.81 $956K - $1.49M
1.2M $35.8M
VRNS
Varonis Systems Inc

Technology
14.5K
+ 1.52%
$37.96 - $50.93 $551K - $739K
968K $49.1M
RNST
Renasant Corp

Financial Services
246K
+ 29.02%
$27.68 - $36.52 $6.81M - $8.98M
1.09M $39.3M
CFLT
Confluent, Inc.

Technology
281K
+ 12.08%
$19.44 - $24.93 $5.47M - $7.01M
2.61M $65M
MKL
Markel Corp

Financial Services
1.33K
+ 2.18%
$1678.5 - $1997.36 $2.23M - $2.65M
62.1K $124M
XLV
Select Sector Spdr Fund Health

ETFs
122K
+ 22.64%
$128.77 - $144.3 $15.7M - $17.6M
660K $89M
AGYS
Agilysys Inc

Technology
17K
+ 8.52%
$65.76 - $118.19 $1.12M - $2.01M
216K $24.8M
GH
Guardant Health, Inc.

Healthcare
16.8K
+ 1.68%
$37.05 - $52.04 $621K - $873K
1.01M $52.7M
IESC
Ies Holdings, Inc.

Industrials
897
+ 1.18%
$160.58 - $296.23 $144K - $266K
76.6K $22.7M
ASML
Asml Holding Nv

Technology
2.98K
+ 5.32%
$595.37 - $815.24 $1.77M - $2.43M
59K $47.3M
BKE
Buckle Inc

Consumer Cyclical
12.8K
+ 0.94%
$33.77 - $45.57 $432K - $583K
1.37M $62.3M
CTRE
Care Trust Reit, Inc.

Real Estate
135K
+ 4.57%
$26.65 - $30.69 $3.61M - $4.16M
3.1M $94.7M
DOV
Dover Corp

Industrials
19.9K
+ 2.37%
$151.14 - $186.7 $3.01M - $3.72M
861K $158M
IWN
Ishares Russell2000 Val ETF

ETFs
34.4K
+ 5.11%
$131.84 - $157.76 $4.53M - $5.43M
707K $112M
MTD
Mettler Toledo International Inc

Healthcare
9.24K
+ 6.3%
$970.15 - $1216.57 $8.96M - $11.2M
156K $183M
BE
Bloom Energy Corp

Industrials
126K
+ 7.8%
$16.32 - $23.92 $2.06M - $3.02M
1.75M $41.8M
PARA
Paramount Global

Communication Services
195K
+ 2.48%
$10.65 - $12.9 $2.08M - $2.52M
8.07M $104M
QTWO
Q2 Holdings, Inc.

Technology
31K
+ 6.02%
$68.72 - $95.27 $2.13M - $2.95M
546K $51.1M
TEX
Terex Corp

Industrials
15.1K
+ 1.48%
$32.21 - $48.33 $487K - $731K
1.04M $48.4M
BROS
Dutch Bros Inc.

Consumer Cyclical
76.3K
+ 11.09%
$51.37 - $73.72 $3.92M - $5.62M
764K $52.2M
A
Agilent Technologies, Inc.

Healthcare
67.7K
+ 3.96%
$99.29 - $120.52 $6.73M - $8.16M
1.78M $210M
PEG
Public Service Enterprise Group Inc

Utilities
46.4K
+ 1.51%
$77.13 - $84.18 $3.58M - $3.9M
3.11M $262M
SE
Sea LTD

Consumer Cyclical
3.5K
+ 1.14%
$105.57 - $170.4 $370K - $597K
310K $49.6M
QLYS
Qualys, Inc.

Technology
12.8K
+ 2.81%
$115.21 - $142.87 $1.48M - $1.83M
470K $67.1M
SNEX
Stone X Group Inc.

Financial Services
33.1K
+ 7.49%
$69.59 - $94.15 $2.31M - $3.12M
475K $43.3M
SOUN
Soundhound Ai, Inc.

Technology
192K
+ 6.74%
$7.18 - $11.76 $1.38M - $2.26M
3.04M $32.6M
PGRE
Paramount Group, Inc.

Real Estate
668K
+ 22.23%
$3.94 - $6.6 $2.63M - $4.41M
3.67M $22.4M
THO
Thor Industries Inc

Consumer Cyclical
16.8K
+ 2.74%
$64.83 - $89.72 $1.09M - $1.51M
630K $55.9M
SKX
Skechers Usa Inc

Consumer Cyclical
17.9K
+ 1.37%
$45.48 - $63.1 $815K - $1.13M
1.33M $83.7M
MSA
Msa Safety Inc

Industrials
3.14K
+ 0.74%
$130.21 - $169.16 $409K - $532K
428K $71.7M
MRNA
Moderna, Inc.

Healthcare
410K
+ 15.6%
$23.65 - $28.54 $9.7M - $11.7M
3.04M $83.9M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
144K
+ 18.83%
$60.03 - $72.0 $8.64M - $10.4M
908K $60.2M
AKRO
Akero Therapeutics, Inc.

Healthcare
32K
+ 5.5%
$34.04 - $56.28 $1.09M - $1.8M
614K $32.8M
GKOS
Glaukos Corp

Healthcare
58.5K
+ 9.11%
$82.27 - $103.29 $4.81M - $6.04M
700K $72.4M
ACLS
Axcelis Technologies Inc

Technology
20.4K
+ 5.29%
$42.42 - $70.92 $866K - $1.45M
406K $28.3M
PSA
Public Storage

Real Estate
87.9K
+ 3.1%
$266.31 - $309.77 $23.4M - $27.2M
2.92M $858M
ZWS
Zurn Water Solutions Corp

Industrials
61.3K
+ 3.19%
$28.5 - $37.54 $1.75M - $2.3M
1.98M $72.4M
LII
Lennox International Inc

Industrials
11K
+ 4.82%
$508.76 - $605.77 $5.59M - $6.66M
239K $137M
ZBRA
Zebra Technologies Corp

Technology
3.06K
+ 0.97%
$213.54 - $309.26 $652K - $945K
316K $97.6M
GPI
Group 1 Automotive Inc

Consumer Cyclical
1.57K
+ 1.03%
$372.3 - $448.86 $583K - $703K
154K $67.2M
REZI
Resideo Technologies, Inc.

Industrials
81.2K
+ 4.91%
$14.69 - $22.46 $1.19M - $1.82M
1.73M $38.3M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
343K
+ 4.12%
$20.12 - $21.0 $6.89M - $7.2M
8.67M $181M
MSCI
Msci Inc.

Financial Services
5.26K
+ 1.01%
$506.56 - $576.74 $2.67M - $3.03M
527K $304M
FOUR
Shift4 Payments, Inc.

Technology
8.84K
+ 1.92%
$72.5 - $99.11 $641K - $876K
469K $46.5M
TDY
Teledyne Technologies Inc

Technology
8.15K
+ 2.58%
$435.54 - $512.31 $3.55M - $4.18M
324K $166M
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
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