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
DIOD
Diodes Inc

Technology
32.8K
+ 4.53%
$34.26 - $52.89 $1.12M - $1.73M
756K $40M
BRO
Brown & Brown, Inc.

Financial Services
247K
+ 17.95%
$104.48 - $124.43 $25.8M - $30.7M
1.62M $180M
GPOR
Gulfport Energy Corp

Energy
32K
+ 24.51%
$158.62 - $206.57 $5.08M - $6.62M
163K $32.7M
DAR
Darling Ingredients Inc.

Consumer Defensive
31.3K
+ 2.8%
$27.63 - $38.64 $864K - $1.21M
1.15M $43.5M
SAP
Sap Se

Technology
17.7K
+ 19.95%
$237.53 - $309.8 $4.21M - $5.49M
107K $32.4M
ALLY
Ally Financial Inc.

Financial Services
72.4K
+ 3.13%
$30.09 - $38.95 $2.18M - $2.82M
2.38M $92.9M
ORA
Ormat Technologies, Inc.

Utilities
5.35K
+ 0.86%
$66.4 - $86.59 $355K - $463K
626K $52.4M
IDT
Idt Corp

Communication Services
79.6K
+ 44.68%
$46.41 - $68.62 $3.7M - $5.47M
258K $17.6M
CSGP
Costar Group, Inc.

Real Estate
60.8K
+ 2.01%
$72.62 - $83.22 $4.41M - $5.06M
3.09M $249M
BOX
Box Inc

Technology
113K
+ 8.16%
$28.42 - $38.55 $3.21M - $4.35M
1.5M $51.1M
PCT
Pure Cycle Technologies, Inc.

Industrials
42K
+ 3.68%
$5.57 - $14.12 $234K - $594K
1.18M $16.2M
KYMR
Kymera Therapeutics, Inc.

Healthcare
47.6K
+ 12.47%
$21.05 - $48.6 $1M - $2.31M
429K $18.7M
CI
Cigna Corp

Healthcare
15K
+ 0.74%
$301.89 - $340.04 $4.53M - $5.11M
2.05M $679M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
84.1K
+ 32.72%
$50.86 - $73.83 $4.28M - $6.21M
341K $24.7M
OLED
Universal Display Corp Pa

Technology
17.2K
+ 4.8%
$106.6 - $161.02 $1.84M - $2.77M
376K $58.1M
ST
Sensata Technologies Holding PLC

Technology
54.1K
+ 4.97%
$17.69 - $30.11 $956K - $1.63M
1.14M $34.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
13.9K
+ 1.29%
$137.62 - $174.44 $1.91M - $2.42M
1.09M $178M
PBF
Pbf Energy Inc.

Energy
167K
+ 9.94%
$14.37 - $24.39 $2.39M - $4.06M
1.84M $39.9M
VTRS
Viatris Inc

Healthcare
578K
+ 4.76%
$7.26 - $9.12 $4.2M - $5.27M
12.7M $114M
EXTR
Extreme Networks Inc

Technology
89.9K
+ 6.86%
$10.84 - $17.97 $975K - $1.62M
1.4M $25.2M
DRH
Diamond Rock Hospitality CO

Real Estate
1.05M
+ 23.84%
$6.4 - $7.99 $6.73M - $8.41M
5.46M $41.9M
UEC
Uranium Energy Corp

Energy
119K
+ 3.49%
$4.0 - $7.05 $478K - $842K
3.54M $24.1M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
39.1K
+ 2.02%
$23.18 - $30.7 $907K - $1.2M
1.97M $56M
ADSK
Autodesk, Inc.

Technology
31.2K
+ 2.22%
N/A
1.44M $353M
EFV
Msci Eafe Value ETF

ETFs
102K
+ 40.93%
$52.4 - $64.65 $5.35M - $6.6M
352K $22.3M
RDNT
Rad Net, Inc.

Healthcare
58.2K
+ 9.74%
$47.36 - $61.14 $2.76M - $3.56M
656K $37.3M
QS
Quantum Scape Corp

Consumer Cyclical
259K
+ 11.39%
$3.47 - $7.65 $897K - $1.98M
2.53M $17M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
139K
+ 3.88%
$15.5 - $20.28 $2.16M - $2.82M
3.72M $75.4M
TER
Teradyne, Inc

Technology
536
+ 0.05%
$67.96 - $91.05 $36.4K - $48.8K
1.02M $91.3M
HRI
Herc Holdings Inc

Industrials
64.2K
+ 16.26%
$102.34 - $142.19 $6.57M - $9.13M
459K $60.4M
AMKR
Amkor Technology, Inc.

Technology
61.4K
+ 2.94%
$14.88 - $21.18 $914K - $1.3M
2.15M $45.2M
HPP
Hudson Pacific Properties, Inc.

Real Estate
3.18M
+ 51.01%
$1.86 - $3.08 $5.92M - $9.81M
9.43M $25.8M
CMA
Comerica Inc

Financial Services
77.9K
+ 1.67%
$50.42 - $59.65 $3.93M - $4.64M
4.74M $283M
PJT
Pjt Partners Inc.

Financial Services
3.42K
+ 1.37%
$125.44 - $166.41 $429K - $569K
253K $41.8M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
28.1K
+ 5.43%
$16.06 - $32.77 $451K - $920K
545K $16.4M
ARLO
Arlo Technologies, Inc.

Industrials
21.2K
+ 2.17%
$8.41 - $17.36 $179K - $369K
1M $17M
NDSN
Nordson Corp

Industrials
6.25K
+ 1.33%
$167.51 - $223.5 $1.05M - $1.4M
477K $102M
SO
Southern CO

Utilities
87.9K
+ 1.32%
$84.91 - $92.56 $7.46M - $8.14M
6.77M $622M
CHK
Chesapeake Energy Corp

Energy
84.2K
+ 4.18%
N/A
2.1M $180M
OSIS
Osi Systems Inc

Technology
3.33K
+ 1.58%
$174.22 - $239.05 $580K - $795K
214K $48.2M
CVI
Cvr Energy Inc

Energy
19.1K
+ 2.14%
$16.06 - $28.28 $307K - $541K
913K $24.5M
LECO
Lincoln Electric Holdings Inc

Industrials
2.49K
+ 0.68%
$167.18 - $211.38 $416K - $527K
368K $76.4M
DAN
Dana Inc

Consumer Cyclical
4.14K
+ 0.22%
$10.38 - $17.71 $43K - $73.3K
1.86M $31.9M
PLMR
Palomar Holdings, Inc.

Financial Services
19.5K
+ 8.07%
$129.99 - $175.67 $2.53M - $3.42M
261K $40.3M
FORM
Formfactor Inc

Technology
46.6K
+ 5.15%
$23.18 - $35.26 $1.08M - $1.64M
951K $32.7M
CMP
Compass Minerals International Inc

Basic Materials
92.4K
+ 18.93%
$9.12 - $20.29 $842K - $1.87M
580K $11.7M
HCSG
Healthcare Services Group Inc

Healthcare
154K
+ 15.92%
$9.37 - $15.03 $1.44M - $2.31M
1.12M $16.8M
IREN
Iris Energy LTD

Financial Services
9.5K
+ 1.17%
$5.3 - $14.57 $50.4K - $138K
819K $11.9M
OI
O I Glass, Inc.

Consumer Cyclical
29.3K
+ 1.47%
$9.62 - $15.51 $282K - $455K
2.02M $29.8M
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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