Charles Schwab Investment Management Inc Incresed Positions in Q3 2025

Charles Schwab Investment Management Inc

  • $601 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
REAL
The Real Real, Inc.

Consumer Cyclical
522K
+ 184.02%
$4.94 - $10.89 $2.58M - $5.68M
805K $8.66M
BEAM
Beam Therapeutics Inc.

Healthcare
66.4K
+ 8.56%
$16.01 - $25.1 $1.06M - $1.67M
841K $20.4M
INDB
Independent Bank Corp

Financial Services
55.6K
+ 10.4%
$62.06 - $72.84 $3.45M - $4.05M
590K $40.8M
KHC
Kraft Heinz CO

Consumer Defensive
225K
+ 3.66%
$25.63 - $28.94 $5.76M - $6.5M
6.37M $166M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
238K
+ 274.56%
$28.15 - $30.13 $6.69M - $7.16M
324K $9.61M
ODP
Odp Corp

Consumer Cyclical
49.2K
+ 8.24%
$16.9 - $27.98 $832K - $1.38M
646K $18M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
13.2K
+ 3.69%
$156.24 - $190.88 $2.07M - $2.53M
372K $61.7M
FOLD
Amicus Therapeutics, Inc.

Healthcare
204K
+ 8.01%
$5.84 - $8.57 $1.19M - $1.75M
2.75M $21.7M
NTLA
Intellia Therapeutics, Inc.

Healthcare
16.6K
+ 1.94%
$9.88 - $17.76 $164K - $296K
873K $15.1M
GTES
Gates Industrial Corp PLC

Industrials
125K
+ 5.69%
$23.38 - $26.14 $2.93M - $3.27M
2.32M $57.7M
AGX
Argan Inc

Industrials
2.05K
+ 1.57%
$202.53 - $271.07 $414K - $555K
133K $35.8M
PAY
Paymentus Holdings, Inc.

Technology
228K
+ 1480.76%
$27.81 - $38.93 $6.35M - $8.88M
244K $7.45M
LMND
Lemonade, Inc.

Financial Services
44.8K
+ 9.65%
$36.28 - $60.96 $1.63M - $2.73M
509K $27.3M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
911K
+ 19.53%
$9.11 - $10.03 $8.3M - $9.14M
5.57M $50.8M
INFA
Informatica Inc.

Technology
263K
+ 34.91%
$24.21 - $24.95 $6.36M - $6.55M
1.01M $25.2M
SAN
Banco Santander, S.A.

Financial Services
306K
+ 18.28%
$8.27 - $10.48 $2.53M - $3.2M
1.98M $20.7M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
8.06K
+ 0.59%
$59.28 - $71.9 $478K - $580K
1.38M $91.3M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
200K
+ 32.1%
$21.49 - $24.47 $4.31M - $4.9M
825K $20.2M
DOCN
Digital Ocean Holdings, Inc.

Technology
91.2K
+ 13.95%
$25.74 - $37.71 $2.35M - $3.44M
745K $25.5M
OII
Oceaneering International Inc

Energy
48.8K
+ 3.57%
$20.47 - $25.66 $999K - $1.25M
1.42M $35.1M
ZS
Zscaler, Inc.

Technology
42.9K
+ 10.06%
$267.68 - $316.5 $11.5M - $13.6M
469K $141M
EMBC
Embecta Corp.

Healthcare
201K
+ 22.71%
$9.58 - $15.31 $1.93M - $3.08M
1.09M $15.3M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
44.2K
+ 2.66%
$12.88 - $18.66 $569K - $824K
1.7M $27.3M
AMBA
Ambarella Inc

Technology
12.3K
+ 3.55%
$62.49 - $88.81 $768K - $1.09M
358K $29.6M
GPRE
Green Plains Inc.

Basic Materials
112K
+ 5.41%
$6.23 - $11.15 $696K - $1.25M
2.18M $19.1M
BCE
Bce Inc

Communication Services
191K
+ 10.78%
$22.63 - $25.74 $4.33M - $4.93M
1.97M $46M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
253K
+ 21.49%
$13.29 - $16.05 $3.36M - $4.06M
1.43M $22.8M
RCAT
Red Cat Holdings, Inc.

Technology
584K
+ 267.33%
$6.77 - $12.21 $3.96M - $7.13M
803K $8.21M
LPI
Laredo Petroleum, Inc.

Energy
136K
+ 18.63%
N/A
867K $42.1M
UPWK
Upwork, Inc

Industrials
74.8K
+ 7.35%
$11.75 - $20.07 $878K - $1.5M
1.09M $20.3M
WRB
Berkley W R Corp

Financial Services
9.93K
+ 0.54%
$67.78 - $76.62 $673K - $761K
1.86M $142M
DHC
Diversified Healthcare Trust

Real Estate
795K
+ 21.51%
$3.27 - $4.6 $2.6M - $3.65M
4.49M $19.8M
DAR
Darling Ingredients Inc.

Consumer Defensive
474K
+ 41.36%
$29.74 - $39.45 $14.1M - $18.7M
1.62M $50M
NVS
Novartis Ag

Healthcare
38.2K
+ 17.16%
$113.5 - $129.73 $4.34M - $4.96M
261K $33.4M
SYM
Symbotic Inc.

Financial Services
55.7K
+ 24.09%
$39.68 - $63.21 $2.21M - $3.52M
287K $15.5M
ACMR
Acm Research, Inc.

Technology
26.6K
+ 6.47%
$23.92 - $39.13 $636K - $1.04M
437K $17.1M
UBS
Ubs Group Ag

Financial Services
99.4K
+ 29.99%
$33.77 - $42.38 $3.36M - $4.21M
431K $17.7M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
3.62K
+ 1.1%
$38.82 - $59.43 $140K - $215K
333K $19.8M
EGO
Eldorado Gold Corp

Basic Materials
74.2K
+ 14.93%
$19.75 - $28.89 $1.46M - $2.14M
571K $16.5M
KE
Kimball Electronics, Inc.

Industrials
79.9K
+ 21.25%
$18.26 - $33.13 $1.46M - $2.65M
456K $13.6M
EXAS
Exact Sciences Corp

Healthcare
74.7K
+ 5.21%
$40.91 - $56.0 $3.06M - $4.19M
1.51M $82.6M
HEI
Heico Corp

Industrials
27.8K
+ 5.45%
$304.5 - $337.56 $8.46M - $9.38M
538K $174M
BAX
Baxter International Inc

Healthcare
1.46M
+ 40.71%
$21.71 - $31.23 $31.7M - $45.6M
5.04M $115M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
141K
+ 4.09%
$45.54 - $48.43 $6.4M - $6.8M
3.57M $166M
LXP
Lxp Industrial Trust

Real Estate
235K
+ 3.93%
$7.75 - $9.34 $1.82M - $2.2M
6.22M $55.8M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2.49K
+ 0.51%
$158.03 - $197.08 $393K - $491K
486K $81.4M
HCI
Hci Group, Inc.

Financial Services
15.3K
+ 18.3%
$137.88 - $191.93 $2.11M - $2.93M
98.8K $19M
CUBI
Customers Bancorp, Inc.

Financial Services
51.6K
+ 11.87%
$61.21 - $72.43 $3.16M - $3.73M
486K $31.8M
NTNX
Nutanix, Inc.

Technology
125K
+ 8.37%
$66.06 - $81.12 $8.23M - $10.1M
1.61M $120M
Activity Summary
Buys All Purchases 2218 New Holdings 76 Increased Positions 2142 Sells All Sells 1017 Reductions 1017 Sold out 0 Options Calls 0 Puts 0
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