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
CPK
Chesapeake Utilities Corp

Utilities
1.07K
+ 0.4%
$119.5 - $135.26 $128K - $145K
270K $36.3M
FELE
Franklin Electric CO Inc

Industrials
14.4K
+ 2.95%
$89.51 - $99.6 $1.29M - $1.43M
502K $47.7M
GNL
Global Net Lease, Inc.

Real Estate
198K
+ 4.76%
$6.85 - $8.33 $1.35M - $1.65M
4.36M $35.4M
OPY
Oppenheimer Holdings Inc

Financial Services
49.7K
+ 119.59%
$66.02 - $79.85 $3.28M - $3.97M
91.3K $6.75M
ROG
Rogers Corp

Technology
10.5K
+ 3.96%
$64.78 - $83.94 $679K - $879K
275K $22.1M
CYBR
Cyber Ark Software Ltd.

Technology
2.8K
+ 8.09%
$374.8 - $491.1 $1.05M - $1.38M
37.4K $18.1M
IIIV
I3 Verticals, Inc.

Technology
112K
+ 162.7%
$27.81 - $32.95 $3.11M - $3.69M
181K $5.87M
GNK
Genco Shipping & Trading LTD

Industrials
66.9K
+ 11.43%
$13.25 - $19.26 $886K - $1.29M
652K $11.6M
MNRO
Monro, Inc.

Consumer Cyclical
126K
+ 23.11%
$13.07 - $18.68 $1.65M - $2.36M
673K $12.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
65.5K
+ 3.33%
$30.67 - $32.13 $2.01M - $2.1M
2.03M $64.3M
BGS
B&G Foods, Inc.

Consumer Defensive
792K
+ 42.13%
$4.0 - $4.72 $3.17M - $3.74M
2.67M $11.8M
PX
P10, Inc.

Financial Services
346K
+ 197.43%
$10.49 - $12.82 $3.63M - $4.43M
521K $5.66M
COCO
Vita Coco Company, Inc.

Consumer Defensive
41K
+ 12.51%
$32.3 - $42.82 $1.32M - $1.76M
369K $15.7M
URBN
Urban Outfitters Inc

Consumer Cyclical
70.2K
+ 6.51%
$66.84 - $79.79 $4.7M - $5.6M
1.15M $82.1M
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
1.25M
+ 34.2%
$0.69 - $1.46 $865K - $1.83M
4.92M $6.44M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
35.5K
+ 163.91%
$92.99 - $105.19 $3.3M - $3.73M
57.1K $5.84M
PSIX
Power Solutions International, Inc.

Industrials
21.9K
+ 46.06%
$63.95 - $115.78 $1.4M - $2.53M
69.4K $6.86M
BWMN
Bowman Consulting Group Ltd.

Industrials
77.3K
+ 186.37%
$28.85 - $43.89 $2.23M - $3.39M
119K $4.95M
REX
Rex American Resources Corp

Basic Materials
240K
+ 120.83%
$30.08 - $64.11 $7.21M - $15.4M
438K $13.4M
GCMG
Gcm Grosvenor Inc.

Financial Services
305K
+ 233.42%
$11.5 - $13.12 $3.51M - $4M
435K $5.26M
AON
Aon PLC

Financial Services
11.1K
+ 0.86%
$350.91 - $375.27 $3.9M - $4.17M
1.3M $462M
BRY
Berry Corp (Bry)

Energy
415K
+ 19.44%
$2.8 - $4.11 $1.16M - $1.71M
2.55M $9.64M
MCB
Metropolitan Bank Holding Corp.

Financial Services
47.8K
+ 163.0%
$67.93 - $80.7 $3.25M - $3.86M
77.1K $5.77M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
856K
+ 33.05%
$4.52 - $6.54 $3.87M - $5.6M
3.45M $16.8M
LINC
Lincoln Educational Services Corp

Consumer Defensive
159K
+ 177.45%
$18.81 - $24.5 $2.98M - $3.89M
248K $5.77M
TPB
Turning Point Brands, Inc.

Consumer Defensive
3.67K
+ 2.54%
$71.37 - $102.95 $262K - $378K
148K $14.7M
BEKE
Ke Holdings Inc.

Real Estate
101K
+ 7.13%
$17.51 - $20.36 $1.76M - $2.05M
1.51M $28.7M
BTI
British American Tobacco P.L.C.

Consumer Defensive
45.2K
+ 20.9%
$46.69 - $59.27 $2.11M - $2.68M
261K $13.9M
TAC
Transalta Corp

Utilities
95.8K
+ 11.93%
$10.42 - $13.86 $998K - $1.33M
898K $12.3M
THRM
Gentherm Inc

Consumer Cyclical
15.5K
+ 2.9%
$29.73 - $37.17 $461K - $577K
550K $18.7M
HAS
Hasbro, Inc.

Consumer Cyclical
14K
+ 1.12%
$73.92 - $81.85 $1.04M - $1.15M
1.27M $96M
IMKTA
Ingles Markets Inc

Consumer Defensive
8.55K
+ 1.76%
$59.62 - $70.62 $510K - $604K
495K $34.4M
TERN
Terns Pharmaceuticals, Inc.

Healthcare
359K
+ 160.13%
$3.91 - $8.18 $1.4M - $2.94M
583K $4.43M
MANH
Manhattan Associates Inc

Technology
2.33K
+ 0.57%
$196.16 - $227.94 $457K - $532K
415K $85M
IBEX
Ibex LTD

Technology
53.2K
+ 42.91%
$27.75 - $42.0 $1.48M - $2.23M
177K $7.17M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
105K
+ 23.38%
$21.7 - $26.32 $2.29M - $2.77M
556K $13.6M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
7.79K
+ 5.51%
$85.86 - $108.21 $669K - $843K
149K $15.8M
FAF
First American Financial Corp

Financial Services
5.96K
+ 0.53%
$54.73 - $68.13 $326K - $406K
1.12M $72.1M
KOD
Kodiak Sciences Inc.

Healthcare
7.66K
+ 2.82%
$3.68 - $16.37 $28.2K - $125K
279K $4.58M
TRNO
Terreno Realty Corp

Real Estate
38.5K
+ 1.96%
$53.01 - $59.08 $2.04M - $2.28M
2.01M $114M
SWBI
Smith & Wesson Brands, Inc.

Industrials
267K
+ 34.3%
$7.74 - $9.83 $2.07M - $2.63M
1.05M $10.3M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
6.15K
+ 1.29%
$34.37 - $40.61 $211K - $250K
482K $19.4M
CLH
Clean Harbors Inc

Industrials
13K
+ 2.86%
$225.84 - $250.43 $2.93M - $3.25M
465K $108M
PPTA
Perpetua Resources Corp.

Basic Materials
124K
+ 106.58%
$11.92 - $21.16 $1.47M - $2.62M
240K $4.88M
LKFN
Lakeland Financial Corp

Financial Services
10.2K
+ 0.99%
$60.25 - $68.73 $612K - $698K
1.03M $66.4M
ARRY
Array Technologies, Inc.

Technology
72.2K
+ 5.68%
$5.48 - $9.56 $396K - $690K
1.34M $10.9M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
137K
+ 205.76%
$19.02 - $28.4 $2.61M - $3.9M
204K $5.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
70.4K
+ 4.29%
$412.46 - $514.1 $29.1M - $36.2M
1.71M $840M
CGAU
Centerra Gold Inc.

Basic Materials
54.3K
+ 6.71%
$6.8 - $10.73 $369K - $583K
863K $9.27M
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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