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
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
87K
+ 20.9%
$0.45 - $0.72 $39.1K - $62.6K
503K $226K
LUNG
Pulmonx Corp

Healthcare
5.41K
+ 1.72%
$5.68 - $9.22 $30.8K - $49.9K
321K $2.16M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
4.23K
+ 4.53%
N/A
97.5K $373K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
2
+ 0.01%
$7.2 - $10.6 $14.4 - $21.2
13.4K $128K
DCTH
Delcath Systems, Inc.

Healthcare
114
+ 0.88%
$11.43 - $16.45 $1.3K - $1.88K
13.1K $166K
LEVI
Levi Strauss & CO

Consumer Cyclical
105K
+ 11.06%
$15.59 - $19.22 $1.63M - $2.01M
1.05M $16.4M
BWFG
Bankwell Financial Group, Inc.

Financial Services
1K
+ 5.67%
$27.97 - $32.7 $28K - $32.7K
18.6K $562K
EBTC
Enterprise Bancorp Inc

Financial Services
726
+ 2.69%
$37.23 - $44.37 $27K - $32.2K
27.7K $1.08M
FFIC
Flushing Financial Corp

Financial Services
30.2K
+ 12.84%
$12.7 - $15.14 $383K - $457K
265K $3.37M
CLFD
Clearfield, Inc.

Technology
4.29K
+ 4.69%
$27.28 - $41.12 $117K - $176K
95.8K $2.85M
GNE
Genie Energy Ltd.

Utilities
2.01K
+ 5.07%
$13.85 - $15.59 $27.9K - $31.4K
41.7K $628K
GWRS
Global Water Resources, Inc.

Utilities
4.42K
+ 14.43%
$10.08 - $12.2 $44.6K - $54K
35.1K $361K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
12.7K
+ 14.57%
$4.75 - $5.7 $60.2K - $72.3K
99.7K $474K
LWAY
Lifeway Foods, Inc.

Consumer Defensive
1
+ 0.01%
$19.69 - $24.91 $19.7 - $24.9
12.9K $315K
MPB
Mid Penn Bancorp Inc

Financial Services
5.64K
+ 11.9%
$25.28 - $30.86 $142K - $174K
53K $1.37M
LNKB
Linkbancorp, Inc.

Financial Services
7K
+ 12.07%
$6.69 - $7.63 $46.8K - $53.4K
65K $440K
SBT
Sterling Bancorp, Inc.

Financial Services
55
+ 0.1%
$4.56 - $4.9 $251 - $270
55.9K $270K
RGP
Resources Connection, Inc.

Industrials
113K
+ 30.59%
$6.54 - $9.08 $740K - $1.03M
483K $3.16M
SNDA
Sonida Senior Living, Inc.

Healthcare
14
+ 0.08%
$21.34 - $25.8 $299 - $361
18.1K $422K
PAX
Patria Investments LTD

Financial Services
4.37K
+ 3.23%
$10.85 - $12.72 $47.4K - $55.5K
140K $1.58M
LCNB
Lcnb Corp

Financial Services
1K
+ 2.87%
$14.32 - $15.76 $14.3K - $15.8K
35.8K $529K
DOUG
Douglas Elliman Inc.

Real Estate
1
+ 0.0%
$1.55 - $2.18 $1.55 - $2.18
40K $68K
CLPR
Clipper Realty Inc.

Real Estate
6.64K
+ 21.03%
$3.7 - $4.9 $24.6K - $32.5K
38.2K $146K
CBAN
Colony Bankcorp Inc

Financial Services
44
+ 0.09%
$14.67 - $17.66 $645 - $777
46.5K $751K
NWFL
Norwood Financial Corp

Financial Services
2.63K
+ 12.8%
$24.13 - $26.73 $63.4K - $70.2K
23.2K $559K
LIFE
A Tyr Pharma Inc

Healthcare
222
+ 0.56%
N/A
39.9K $74K
UIHC
United Insurance Holdings Corp.

Financial Services
121
+ 0.16%
N/A
73.5K $551K
Annaly Capital Management In
196K
+ 5.44%
N/A
3.81M $0
Luminar Technologies Inc
38.5K
+ 21.27%
N/A
220K $0
Sinclair Inc
282K
+ 64.98%
N/A
717K $0
Armour Residential Reit Inc
122K
+ 24.37%
N/A
622K $0
Kenvue Inc
633K
+ 2.54%
N/A
25.6M $0
Pagaya Technologies LTD
13
+ 0.02%
N/A
86.5K $0
Fs Bancorp Inc
2
+ 0.01%
N/A
19.2K $0
Atmus Filtration Technologie
45.7K
+ 6.07%
N/A
799K $0
Thomson Reuters Corp
134
+ 0.04%
N/A
329K $0
Artiva Biotherapeutics Inc
11.4K
+ 26.09%
N/A
54.9K $0
Disc Medicine Inc
29.7K
+ 17.96%
N/A
195K $0
T1 Energy Inc
11.9K
+ 4.49%
N/A
276K $0
Coherent Corp
110K
+ 10.34%
N/A
1.17M $0
Amer Sports Inc
2.28K
+ 22.5%
N/A
12.4K $0
Life360 Inc
10.3K
+ 24.33%
N/A
52.5K $0
Blacksky Technology Inc
12.7K
+ 6.7%
N/A
202K $0
Worthington Stl Inc
125K
+ 37.8%
N/A
456K $0
Flutter Entmt PLC
49.8K
+ 7.53%
N/A
711K $0
Southland Hldgs Inc
23K
+ 28.43%
N/A
104K $0
Corpay Inc
16.9K
+ 3.56%
N/A
492K $0
Waystar Hldg Corp
238K
+ 63.04%
N/A
616K $0
Schwab Strategic Tr
1.18M
+ 9.41%
N/A
13.8M $0
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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