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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
194K
+ 3.24%
$89.32 - $107.82 $17.3M - $20.9M
6.17M $666M
HSY
Hershey CO

Consumer Defensive
74.5K
+ 1.46%
$161.95 - $193.45 $12.1M - $14.4M
5.19M $971M
LLY
Eli Lilly & CO

Healthcare
273K
+ 5.09%
$625.65 - $812.69 $171M - $222M
5.63M $4.3B
LOW
Lowes Companies Inc

Consumer Cyclical
50.3K
+ 1.42%
$215.01 - $273.02 $10.8M - $13.7M
3.59M $901M
UBER
Uber Technologies, Inc

Technology
523K
+ 3.79%
$86.91 - $99.57 $45.5M - $52.1M
14.3M $1.4B
NEE
Nextera Energy Inc

Utilities
181K
+ 1.08%
$69.77 - $77.54 $12.6M - $14M
17M $1.28B
PWR
Quanta Services, Inc.

Industrials
194K
+ 21.56%
$372.29 - $421.68 $72.4M - $82M
1.1M $454M
BE
Bloom Energy Corp

Industrials
46.5K
+ 2.66%
$22.13 - $86.27 $1.03M - $4.01M
1.79M $152M
PKG
Packaging Corp Of America

Consumer Cyclical
43.2K
+ 1.29%
$191.41 - $220.25 $8.27M - $9.52M
3.39M $740M
URI
United Rentals, Inc.

Industrials
12.6K
+ 2.68%
$774.14 - $975.23 $9.78M - $12.3M
483K $461M
KKR
Kkr & Co. Inc.

Financial Services
910K
+ 23.77%
$129.95 - $152.16 $118M - $138M
4.74M $616M
CDNS
Cadence Design Systems Inc

Technology
78.5K
+ 4.3%
$309.46 - $373.37 $24.3M - $29.3M
1.9M $669M
SNPS
Synopsys Inc

Technology
251K
+ 24.22%
$387.78 - $645.35 $97.4M - $162M
1.29M $636M
PH
Parker Hannifin Corp

Industrials
7.96K
+ 0.5%
$697.13 - $769.67 $5.55M - $6.12M
1.6M $1.21B
BX
Blackstone Inc.

Financial Services
67.4K
+ 1.61%
$152.77 - $188.68 $10.3M - $12.7M
4.27M $729M
TT
Trane Technologies PLC

Industrials
284K
+ 22.22%
$398.96 - $472.54 $114M - $134M
1.56M $660M
CVS
Cvs Health Corp

Healthcare
157K
+ 1.14%
$58.75 - $76.5 $9.23M - $12M
13.9M $1.05B
CDE
Coeur Mining, Inc.

Basic Materials
1.94M
+ 30.83%
$8.68 - $18.76 $16.8M - $36.4M
8.22M $154M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
47K
+ 8.22%
$311.12 - $482.13 $14.6M - $22.7M
619K $282M
RF
Regions Financial Corp

Financial Services
138K
+ 0.44%
$24.03 - $27.41 $3.32M - $3.78M
31.6M $834M
OPEN
Opendoor Technologies Inc.

Real Estate
455K
+ 3.84%
$0.56 - $10.52 $255K - $4.78M
12.3M $98.1M
APA
Apa Corp

Energy
216K
+ 1.52%
$18.06 - $24.69 $3.89M - $5.32M
14.4M $350M
MPC
Marathon Petroleum Corp

Energy
86.9K
+ 3.2%
$158.59 - $198.69 $13.8M - $17.3M
2.81M $541M
BKR
Baker Hughes CO

Energy
220K
+ 2.95%
$38.68 - $50.55 $8.51M - $11.1M
7.68M $374M
OMC
Omnicom Group Inc.

Communication Services
544K
+ 12.06%
$70.41 - $81.53 $38.3M - $44.4M
5.06M $412M
PFE
Pfizer Inc

Healthcare
965K
+ 1.96%
$23.29 - $25.88 $22.5M - $25M
50.1M $1.28B
DHI
Horton D R Inc

Consumer Cyclical
46.3K
+ 2.44%
$129.82 - $184.04 $6.01M - $8.52M
1.94M $329M
SATS
Echo Star Corp

Technology
2.2K
+ 0.13%
$26.33 - $83.57 $57.8K - $183K
1.73M $132M
FITB
Fifth Third Bancorp

Financial Services
102K
+ 0.44%
$40.91 - $46.28 $4.16M - $4.7M
23.4M $1.04B
AZO
Autozone Inc

Consumer Cyclical
4.16K
+ 3.72%
$3649.42 - $4354.54 $15.2M - $18.1M
116K $498M
GD
General Dynamics Corp

Industrials
9.29K
+ 0.58%
$293.92 - $341.0 $2.73M - $3.17M
1.61M $548M
SQ
Block, Inc.

Technology
1.41M
+ 53.72%
N/A
4.04M $231M
EQIX
Equinix Inc

Real Estate
118K
+ 11.11%
$756.7 - $811.13 $89.7M - $96.1M
1.19M $928M
BBY
Best Buy CO Inc

Consumer Cyclical
253K
+ 3.6%
$64.12 - $78.46 $16.2M - $19.9M
7.29M $551M
MPWR
Monolithic Power Systems Inc

Technology
13.9K
+ 4.06%
$711.24 - $922.81 $9.92M - $12.9M
358K $330M
DINO
Hf Sinclair Corp

Energy
90.1K
+ 1.45%
$42.11 - $54.01 $3.79M - $4.86M
6.32M $331M
SNA
Snap On Inc

Industrials
14.1K
+ 0.72%
$313.01 - $346.53 $4.43M - $4.9M
1.97M $683M
LITE
Lumentum Holdings Inc.

Technology
170K
+ 24.84%
$90.44 - $171.5 $15.4M - $29.2M
856K $139M
DUK
Duke Energy Corp

Utilities
182K
+ 2.09%
$116.31 - $125.93 $21.1M - $22.9M
8.87M $1.1B
LHX
L3 Harris Technologies, Inc.

Industrials
9.92K
+ 0.79%
$252.18 - $305.41 $2.5M - $3.03M
1.26M $384M
CINF
Cincinnati Financial Corp

Financial Services
63.8K
+ 0.99%
$145.8 - $158.1 $9.3M - $10.1M
6.53M $1.03B
IDXX
Idexx Laboratories Inc

Healthcare
19.4K
+ 3.48%
$514.61 - $682.78 $9.97M - $13.2M
576K $368M
MCD
Mcdonalds Corp

Consumer Cyclical
16.4K
+ 0.3%
$291.67 - $316.99 $4.79M - $5.21M
5.42M $1.65B
MDT
Medtronic PLC

Healthcare
15.5K
+ 0.19%
$87.67 - $95.74 $1.36M - $1.49M
8.18M $779M
STRL
Sterling Construction CO Inc

Industrials
82.2K
+ 24.02%
$222.54 - $371.84 $18.3M - $30.5M
424K $144M
ITW
Illinois Tool Works Inc

Industrials
117K
+ 4.6%
$252.31 - $269.41 $29.5M - $31.5M
2.66M $693M
IONQ
Ion Q, Inc.

Technology
466K
+ 24.55%
$36.79 - $75.14 $17.1M - $35M
2.36M $145M
WEC
Wec Energy Group, Inc.

Utilities
62.9K
+ 1.21%
$103.66 - $114.59 $6.52M - $7.21M
5.28M $606M
IDCC
Inter Digital, Inc.

Communication Services
74.4K
+ 25.64%
$221.35 - $349.23 $16.5M - $26M
365K $126M
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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