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
FMC
Fmc Corp

Basic Materials
3.33M
+ 285.98%
$34.54 - $56.38 $115M - $188M
4.49M $190M
CTRA
Coterra Energy Inc.

Energy
1.84M
+ 7.83%
$25.51 - $29.83 $46.9M - $54.8M
25.3M $731M
SCHW
Schwab Charles Corp

Financial Services
1.22M
+ 15.05%
$71.24 - $83.64 $87.2M - $102M
9.36M $733M
DRI
Darden Restaurants Inc

Consumer Cyclical
248K
+ 6.6%
$180.02 - $208.56 $44.6M - $51.6M
4M $831M
MCD
Mcdonalds Corp

Consumer Cyclical
2.35K
+ 0.04%
$279.74 - $321.29 $657K - $754K
5.7M $1.78B
F
Ford Motor CO

Consumer Cyclical
10.9M
+ 8.48%
$9.12 - $10.43 $99.8M - $114M
140M $1.4B
CI
Cigna Corp

Healthcare
60.1K
+ 3.04%
$274.49 - $329.0 $16.5M - $19.8M
2.04M $670M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
814K
+ 2.42%
$24.1 - $27.73 $19.6M - $22.6M
34.5M $936M
INTC
Intel Corp

Technology
1.09M
+ 3.2%
$19.1 - $27.39 $20.8M - $29.8M
35M $795M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14.8K
+ 3.93%
$1187.71 - $1432.58 $17.6M - $21.3M
392K $562M
BSX
Boston Scientific Corp

Healthcare
101K
+ 1.19%
$89.38 - $106.18 $9.04M - $10.7M
8.58M $865M
MCK
Mckesson Corp

Healthcare
28K
+ 3.36%
$566.21 - $672.99 $15.9M - $18.9M
862K $580M
MUR
Murphy Oil Corp

Energy
3.81M
+ 210.81%
$24.02 - $33.9 $91.4M - $129M
5.61M $159M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
65.8K
+ 2.36%
$208.48 - $244.03 $13.7M - $16.1M
2.86M $697M
MC
Moelis & CO

Financial Services
2.01M
+ 214.5%
$57.91 - $81.2 $116M - $163M
2.94M $172M
FLO
Flowers Foods Inc

Consumer Defensive
5.44M
+ 270.33%
$18.05 - $20.78 $98.2M - $113M
7.45M $142M
FHI
Federated Hermes, Inc.

Financial Services
2.28M
+ 249.66%
$37.58 - $41.51 $85.9M - $94.8M
3.2M $130M
WSO
Watsco Inc

Industrials
83K
+ 6.05%
$463.86 - $530.75 $38.5M - $44M
1.45M $739M
ICE
Intercontinental Exchange, Inc.

Financial Services
44.3K
+ 1.37%
$142.8 - $176.36 $6.33M - $7.82M
3.28M $565M
MDT
Medtronic PLC

Healthcare
39.9K
+ 0.5%
$79.84 - $94.5 $3.19M - $3.77M
8.04M $723M
TXN
Texas Instruments Inc

Technology
428K
+ 1.99%
N/A
21.9M $4.26B
PG
Procter & Gamble CO

Consumer Defensive
209K
+ 1.24%
$158.56 - $176.26 $33.1M - $36.8M
17.1M $2.91B
DE
Deere & CO

Industrials
25.7K
+ 1.69%
$408.57 - $509.27 $10.5M - $13.1M
1.55M $727M
AZO
Autozone Inc

Consumer Cyclical
4.03K
+ 3.74%
$3193.96 - $3828.11 $12.9M - $15.4M
112K $426M
CCI
Crown Castle International Corp

Real Estate
90.4K
+ 1.76%
$84.33 - $106.39 $7.62M - $9.61M
5.21M $543M
NEM
Newmont Corp

Basic Materials
50.8K
+ 0.74%
$37.79 - $48.39 $1.92M - $2.46M
6.9M $333M
CINF
Cincinnati Financial Corp

Financial Services
358K
+ 5.96%
$133.67 - $147.81 $47.9M - $52.9M
6.36M $940M
CME
Cme Group Inc.

Financial Services
33.3K
+ 1.63%
$225.82 - $266.54 $7.53M - $8.89M
2.08M $552M
MUB
Ishares National Muni Bond ETF

ETFs
802K
+ 9.55%
$104.71 - $107.69 $84M - $86.4M
9.2M $970M
PLD
Prologis, Inc.

Real Estate
93.2K
+ 0.9%
$103.59 - $124.04 $9.65M - $11.6M
10.5M $1.17B
IP
International Paper CO

Consumer Cyclical
1.41M
+ 39.61%
$49.38 - $60.09 $69.7M - $84.8M
4.97M $265M
CRWD
Crowd Strike Holdings, Inc.

Technology
162K
+ 11.43%
$308.86 - $455.36 $50.1M - $73.8M
1.58M $558M
SO
Southern CO

Utilities
81.1K
+ 1.23%
$80.96 - $92.96 $6.56M - $7.54M
6.68M $614M
WM
Waste Management Inc

Industrials
29.7K
+ 1.38%
$200.54 - $233.78 $5.96M - $6.95M
2.18M $505M
MSTR
Microstrategy Inc

Technology
249K
+ 32.64%
$239.27 - $396.5 $59.5M - $98.6M
1.01M $291M
HSY
Hershey CO

Consumer Defensive
356K
+ 7.69%
$144.74 - $186.36 $51.6M - $66.4M
4.99M $854M
UNM
Unum Group

Financial Services
264K
+ 4.76%
$71.8 - $83.34 $19M - $22M
5.82M $474M
VTR
Ventas, Inc.

Real Estate
238K
+ 4.74%
$56.9 - $70.47 $13.6M - $16.8M
5.27M $362M
ROP
Roper Technologies Inc

Industrials
32.3K
+ 4.79%
$502.71 - $593.81 $16.2M - $19.2M
705K $416M
KLAC
Kla Corp

Technology
33.6K
+ 3.91%
$636.62 - $777.63 $21.4M - $26.1M
891K $605M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.57K
+ 0.08%
$56.12 - $68.15 $369K - $448K
7.95M $539M
HES
Hess Corp

Energy
96.7K
+ 5.26%
$135.42 - $160.52 $13.1M - $15.5M
1.93M $309M
TDG
Trans Digm Group Inc

Industrials
14.7K
+ 4.2%
$1251.32 - $1394.11 $18.4M - $20.5M
365K $505M
AEP
American Electric Power CO Inc

Utilities
41.5K
+ 1.26%
$90.32 - $109.27 $3.75M - $4.53M
3.33M $363M
EXC
Exelon Corp

Utilities
76.6K
+ 1.14%
$37.3 - $46.08 $2.86M - $3.53M
6.81M $314M
SPGI
S&P Global Inc.

Financial Services
73.6K
+ 3.68%
$478.26 - $543.77 $35.2M - $40M
2.07M $1.05B
AON
Aon PLC

Financial Services
16.2K
+ 1.31%
$348.44 - $409.32 $5.65M - $6.64M
1.25M $500M
RSG
Republic Services, Inc.

Industrials
11.1K
+ 0.88%
$200.09 - $242.16 $2.22M - $2.69M
1.28M $309M
IAU
Ishares Gold Trust

ETFs
914K
+ 1357.17%
$49.74 - $58.96 $45.5M - $53.9M
981K $57.9M
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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