Charles Schwab Investment Management Inc Incresed Positions in Q2 2025

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APPN
Appian Corp

Technology
4.5K
+ 1.32%
$25.77 - $33.13 $116K - $149K
346K $10.3M
ODC
Oil Dri Corp Of America

Basic Materials
1.99K
+ 7.02%
$41.52 - $59.78 $82.6K - $119K
30.3K $1.79M
UVSP
Univest Financial Corp

Financial Services
2.56K
+ 1.09%
$25.3 - $31.35 $64.8K - $80.3K
238K $7.16M
CTBI
Community Trust Bancorp Inc

Financial Services
2.88K
+ 2.31%
$45.64 - $53.22 $131K - $153K
128K $6.75M
ORN
Orion Group Holdings Inc

Industrials
8.11K
+ 7.81%
$5.03 - $9.2 $40.8K - $74.6K
112K $1.02M
RDVT
Red Violet, Inc.

Technology
2.01K
+ 6.26%
$34.9 - $50.36 $70.3K - $101K
34.2K $1.68M
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
27.4K
+ 4.51%
$2.55 - $3.6 $69.9K - $98.6K
635K $2.29M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
39K
+ 8.05%
$22.9 - $26.78 $893K - $1.04M
523K $13.1M
ARVN
Arvinas, Inc.

Healthcare
40.2K
+ 8.21%
$6.07 - $9.62 $244K - $387K
529K $3.9M
ESLT
Elbit Systems LTD

Industrials
458
+ 11.78%
$364.73 - $454.9 $167K - $208K
4.35K $1.95M
DOUG
Douglas Elliman Inc.

Real Estate
184K
+ 460.8%
$1.53 - $2.95 $282K - $544K
224K $520K
OPFI
Opp Fi Inc.

Technology
13.9K
+ 25.53%
$7.92 - $14.61 $110K - $203K
68.2K $954K
BFS
Saul Centers, Inc.

Real Estate
18.7K
+ 18.23%
$32.21 - $36.42 $602K - $680K
121K $4.13M
BXC
Blue Linx Holdings Inc.

Industrials
7.83K
+ 3.27%
$63.76 - $78.03 $499K - $611K
247K $18.4M
RILY
B. Riley Financial, Inc.

Financial Services
274K
+ 65.62%
$2.8 - $3.89 $766K - $1.06M
691K $2.05M
TEF
Telefonica S A

Communication Services
50.2K
+ 16.41%
$4.37 - $5.39 $219K - $271K
356K $1.86M
VEL
Velocity Financial, Inc.

Financial Services
24.1K
+ 32.13%
$16.3 - $19.22 $393K - $464K
99.3K $1.84M
BFST
Business First Bancshares, Inc.

Financial Services
14.7K
+ 6.78%
$21.5 - $24.92 $315K - $366K
231K $5.7M
WNEB
Western New England Bancorp, Inc.

Financial Services
46.1K
+ 445.08%
$7.84 - $9.64 $361K - $444K
56.4K $520K
ALK
Alaska Air Group, Inc.

Industrials
1.91K
+ 0.15%
$41.01 - $54.88 $78.4K - $105K
1.26M $62.4M
EVGO
E Vgo Inc.

Consumer Cyclical
19.5K
+ 5.52%
$2.41 - $4.61 $47K - $90K
373K $1.36M
KFS
Kingsway Financial Services Inc

Consumer Cyclical
15.5K
+ 42.98%
$7.57 - $14.32 $117K - $222K
51.6K $698K
MPB
Mid Penn Bancorp Inc

Financial Services
10.3K
+ 19.41%
$24.01 - $29.27 $247K - $301K
63.3K $1.78M
LAB
Standard Biotools Inc.

Healthcare
98.8K
+ 4.05%
$0.92 - $1.27 $90.9K - $126K
2.54M $3.05M
IX
Orix Corp

Financial Services
7.73K
+ 5.31%
$18.25 - $22.52 $141K - $174K
153K $3.45M
NOK
Nokia Corp

Technology
87.3K
+ 18.61%
$4.65 - $5.43 $406K - $474K
556K $2.88M
TS
Tenaris Sa

Energy
12.3K
+ 40.82%
$30.71 - $39.46 $379K - $487K
42.6K $1.59M
LIFE
A Tyr Pharma Inc

Healthcare
219K
+ 547.82%
N/A
259K $480K
QSI
Quantum Si Inc

Healthcare
64K
+ 17.42%
$1.08 - $2.05 $69.1K - $131K
431K $845K
SDGR
Schrodinger, Inc.

Healthcare
10.2K
+ 1.99%
$17.97 - $26.69 $183K - $272K
522K $10.5M
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
147K
+ 44.23%
$4.49 - $6.21 $660K - $913K
479K $2.36M
CBNK
Capital Bancorp Inc

Financial Services
7.46K
+ 26.78%
$26.11 - $33.58 $195K - $250K
35.3K $1.19M
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
8.06K
+ 1.42%
$11.02 - $16.09 $88.8K - $130K
574K $8.02M
KRMD
Koru Medical Systems, Inc.

Healthcare
106K
+ 829.69%
$2.06 - $3.63 $219K - $386K
119K $426K
THRD
Third Harmonic Bio, Inc.

Healthcare
8.63K
+ 4.87%
$3.36 - $5.48 $29K - $47.3K
186K $1.01M
CTOS
Custom Truck One Source, Inc.

Industrials
16K
+ 3.69%
$3.39 - $5.07 $54.1K - $81K
448K $2.21M
UWMC
Uwm Holdings Corp

Financial Services
277K
+ 48.23%
$3.94 - $5.79 $1.09M - $1.6M
852K $3.53M
GMAB
Genmab A/S

Healthcare
15.5K
+ 25.5%
$17.98 - $23.09 $279K - $359K
76.5K $1.58M
ATOM
Atomera Inc

Technology
73.5K
+ 588.58%
$3.5 - $7.63 $257K - $561K
86K $433K
EB
Eventbrite, Inc.

Technology
26.3K
+ 4.37%
$1.84 - $2.7 $48.4K - $71K
628K $1.65M
NRIM
Northrim Bancorp Inc

Financial Services
724
+ 4.62%
$67.87 - $93.82 $49.1K - $67.9K
16.4K $1.53M
BYND
Beyond Meat, Inc.

Consumer Defensive
36.6K
+ 6.37%
$2.28 - $3.49 $83.3K - $128K
610K $2.13M
TLS
Telos Corp

Technology
11.8K
+ 2.72%
$1.96 - $3.17 $23.1K - $37.4K
445K $1.41M
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
147K
+ 491.09%
$2.6 - $3.36 $383K - $495K
177K $480K
FBK
Fb Financial Corp

Financial Services
16.9K
+ 4.61%
$39.93 - $46.97 $676K - $795K
384K $17.4M
DC
Dakota Gold Corp.

Basic Materials
46.6K
+ 23.91%
$2.48 - $4.03 $116K - $188K
242K $891K
WABC
Westamerica Bancorporation

Financial Services
19.2K
+ 7.57%
$43.72 - $50.7 $840K - $975K
273K $13.2M
IAS
Integral Ad Science Holding Corp.

Communication Services
27.2K
+ 4.62%
$6.38 - $8.33 $174K - $227K
616K $5.12M
WPP
Wpp PLC

Communication Services
11.4K
+ 126.2%
$32.03 - $40.64 $364K - $462K
20.4K $713K
Activity Summary
Buys All Purchases 2415 New Holdings 172 Increased Positions 2243 Sells All Sells 1015 Reductions 1015 Sold out 0 Options Calls 0 Puts 0
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