Charles Schwab Investment Management Inc Incresed Positions in Q1 2025

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
31.7M
+ 379.7%
$88.6 - $105.85 $2.81B - $3.36B
40.1M $4.21B
MRK
Merck & Co., Inc.

Healthcare
29.1M
+ 144.62%
$83.01 - $101.02 $2.42B - $2.94B
49.2M $4.42B
SLB
Schlumberger Limited

Energy
39.5M
+ 478.77%
$38.4 - $43.74 $1.52B - $1.73B
47.7M $1.99B
TGT
Target Corp

Consumer Defensive
12.8M
+ 407.83%
$103.65 - $142.5 $1.33B - $1.83B
16M $1.67B
CVX
Chevron Corp

Energy
1.57M
+ 4.94%
$146.71 - $167.97 $231M - $264M
33.4M $5.59B
GIS
General Mills Inc

Consumer Defensive
15.5M
+ 434.81%
$57.56 - $65.3 $891M - $1.01B
19M $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31.2K
+ 0.29%
$442.66 - $534.52 $13.8M - $16.7M
10.9M $5.8B
MO
Altria Group, Inc.

Consumer Defensive
3.48M
+ 5.82%
$50.81 - $60.02 $177M - $209M
63.3M $3.8B
ADM
Archer Daniels Midland CO

Consumer Defensive
13.6M
+ 350.35%
$45.22 - $52.17 $614M - $708M
17.5M $838M
VZ
Verizon Communications Inc

Communication Services
1.17M
+ 1.08%
$37.81 - $46.49 $44.3M - $54.5M
110M $4.98B
V
Visa Inc.

Financial Services
434K
+ 3.55%
$306.92 - $362.71 $133M - $157M
12.7M $4.44B
UNH
Unitedhealth Group Inc

Healthcare
847K
+ 13.61%
$461.52 - $548.18 $391M - $464M
7.07M $3.7B
JNJ
Johnson & Johnson

Healthcare
712K
+ 3.92%
$142.06 - $167.7 $101M - $119M
18.9M $3.13B
FNDF
Schwab Fundamental Intl Large

ETFs
995K
+ 0.67%
$32.9 - $37.45 $32.7M - $37.2M
149M $5.39B
LLY
Eli Lilly & CO

Healthcare
221K
+ 4.4%
$725.72 - $929.72 $161M - $206M
5.26M $4.34B
XOM
Exxon Mobil Corp

Energy
513K
+ 1.61%
$105.44 - $118.93 $54.1M - $61M
32.4M $3.85B
CVS
Cvs Health Corp

Healthcare
729K
+ 5.64%
$44.22 - $68.64 $32.2M - $50M
13.6M $925M
OVV
Ovintiv Inc.

Energy
7.34M
+ 383.79%
$37.84 - $45.91 $278M - $337M
9.26M $396M
WELL
Welltower Inc.

Real Estate
878K
+ 14.44%
$124.05 - $156.86 $109M - $138M
6.96M $1.07B
BMY
Bristol Myers Squibb CO

Healthcare
306K
+ 0.51%
$53.9 - $63.11 $16.5M - $19.3M
60.6M $3.7B
ABT
Abbott Laboratories

Healthcare
168K
+ 1.3%
$111.1 - $140.22 $18.7M - $23.6M
13.1M $1.74B
GE
General Electric CO

Industrials
213K
+ 3.17%
$168.59 - $212.13 $35.9M - $45.2M
6.95M $1.39B
AFG
American Financial Group Inc

Financial Services
2.01M
+ 395.53%
$119.82 - $138.45 $241M - $279M
2.52M $331M
FAST
Fastenal CO

Industrials
1.85M
+ 8.91%
$71.11 - $79.98 $132M - $148M
22.6M $1.75B
EOG
Eog Resources Inc

Energy
1.19M
+ 6.53%
$120.54 - $138.05 $143M - $164M
19.4M $2.49B
PAYX
Paychex Inc

Industrials
738K
+ 7.34%
$136.06 - $154.52 $100M - $114M
10.8M $1.66B
NFLX
Netflix Inc

Communication Services
143K
+ 5.37%
$828.4 - $1058.6 $119M - $152M
2.81M $2.62B
MA
Mastercard Inc

Financial Services
221K
+ 4.28%
$504.67 - $576.31 $112M - $128M
5.4M $2.96B
OKE
Oneok Inc

Energy
2.54M
+ 13.81%
$89.57 - $109.85 $228M - $279M
21M $2.08B
KMB
Kimberly Clark Corp

Consumer Defensive
674K
+ 6.36%
$124.46 - $147.4 $83.9M - $99.4M
11.3M $1.6B
PGR
Progressive Corp

Financial Services
134K
+ 3.4%
$235.61 - $291.22 $31.6M - $39.1M
4.09M $1.16B
WEC
Wec Energy Group, Inc.

Utilities
1.35M
+ 34.93%
$92.12 - $108.98 $124M - $147M
5.21M $568M
VLO
Valero Energy Corp

Energy
737K
+ 6.88%
$121.76 - $142.99 $89.7M - $105M
11.4M $1.51B
COST
Costco Wholesale Corp

Consumer Defensive
119K
+ 4.09%
$890.62 - $1076.86 $106M - $128M
3.02M $2.85B
UBER
Uber Technologies, Inc

Technology
394K
+ 2.97%
$63.17 - $81.49 $24.9M - $32.1M
13.7M $996M
AMT
American Tower Corp

Real Estate
39K
+ 0.73%
$173.46 - $217.6 $6.77M - $8.5M
5.36M $1.17B
NEE
Nextera Energy Inc

Utilities
2.82M
+ 20.66%
$66.96 - $76.16 $189M - $214M
16.4M $1.17B
RTX
Raytheon Technologies Corp

Industrials
104K
+ 1.02%
$114.1 - $135.66 $11.9M - $14.1M
10.4M $1.37B
DASH
Door Dash, Inc.

Communication Services
887K
+ 62.58%
$168.37 - $213.38 $149M - $189M
2.31M $421M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.17M
+ 1.0%
$24.05 - $24.86 $52.2M - $54M
219M $5.45B
ALV
Autoliv Inc

Consumer Cyclical
2M
+ 418.29%
$87.68 - $102.7 $176M - $206M
2.48M $220M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
61.4K
+ 3.69%
$402.49 - $513.76 $24.7M - $31.6M
1.73M $836M
TMUS
T Mobile Us, Inc.

Communication Services
65.4K
+ 2.02%
$211.3 - $272.83 $13.8M - $17.8M
3.3M $879M
PLTR
Palantir Technologies Inc.

Technology
572K
+ 4.38%
$64.98 - $124.62 $37.1M - $71.2M
13.6M $1.15B
GILD
Gilead Sciences, Inc.

Healthcare
12.8K
+ 0.16%
$89.14 - $117.41 $1.14M - $1.5M
8.02M $898M
ELV
Elevance Health, Inc.

Healthcare
110K
+ 6.55%
$365.9 - $436.25 $40.1M - $47.8M
1.78M $775M
AJG
Arthur J. Gallagher & Co.

Financial Services
34.4K
+ 1.7%
$275.89 - $345.24 $9.5M - $11.9M
2.06M $712M
PEP
Pepsico Inc

Consumer Defensive
1.26M
+ 4.99%
$142.64 - $156.42 $179M - $197M
26.5M $3.97B
DUK
Duke Energy Corp

Utilities
93.7K
+ 1.09%
$105.87 - $121.97 $9.92M - $11.4M
8.66M $1.06B
Activity Summary
Buys All Purchases 1941 New Holdings 63 Increased Positions 1878 Sells All Sells 1324 Reductions 1324 Sold out 0 Options Calls 0 Puts 0
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