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
CVGW
Calavo Growers Inc

Consumer Defensive
669
+ 0.33%
$21.47 - $25.5 $14.4K - $17.1K
206K $4.95M
SEMR
Se Mrush Holdings, Inc.

Technology
50.8K
+ 16.61%
$9.27 - $18.37 $471K - $933K
357K $3.33M
CMPO
Compo Secure, Inc.

Industrials
3.29K
+ 4.22%
$10.39 - $17.2 $34.2K - $56.6K
81.2K $882K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
33K
+ 1.99%
$25.9 - $31.26 $854K - $1.03M
1.69M $45.4M
RMAX
Re/Max Holdings, Inc.

Real Estate
4.32K
+ 2.85%
$8.34 - $10.61 $36K - $45.8K
156K $1.31M
PLL
Piedmont Lithium Inc.

Basic Materials
7.82K
+ 5.22%
$6.3 - $9.91 $49.3K - $77.5K
158K $993K
LMNR
Limoneira CO

Consumer Defensive
1
+ 0.0%
$17.36 - $25.05 $17.4 - $25.1
47.4K $839K
DSP
Viant Technology Inc.

Technology
1
+ 0.0%
$11.74 - $25.95 $11.7 - $26
47.2K $585K
CRMD
Cor Medix Inc.

Healthcare
2.77K
+ 1.59%
$6.16 - $12.57 $17.1K - $34.8K
177K $1.09M
CSR
Centerspace

Real Estate
543
+ 0.21%
$60.29 - $66.19 $32.7K - $35.9K
260K $16.8M
BANR
Banner Corp

Financial Services
59.7K
+ 4.32%
$62.19 - $71.35 $3.71M - $4.26M
1.44M $91.8M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
9.45K
+ 20.7%
$97.42 - $141.16 $920K - $1.33M
55.1K $5.77M
BMO
Bank Of Montreal

Financial Services
27.3K
+ 1.43%
$94.92 - $104.14 $2.59M - $2.84M
1.94M $185M
GTX
Garrett Motion Inc.

Consumer Cyclical
22.7K
+ 2.81%
$8.18 - $9.99 $185K - $226K
831K $6.95M
BRCC
Brc Inc.

Consumer Defensive
15.9K
+ 4.43%
$1.94 - $3.19 $30.9K - $50.8K
376K $785K
PLSE
Pulse Biosciences, Inc.

Healthcare
433
+ 0.29%
$15.61 - $24.56 $6.76K - $10.6K
150K $2.41M
USNA
Usana Health Sciences Inc

Consumer Defensive
33.1K
+ 23.53%
$26.26 - $36.39 $870K - $1.21M
174K $4.69M
ARDX
Ardelyx, Inc.

Healthcare
32.4K
+ 1.59%
$4.91 - $6.36 $159K - $206K
2.07M $10.2M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
2.27M
+ 38.71%
$0.17 - $0.42 $386K - $954K
8.14M $1.55M
QSI
Quantum Si Inc

Healthcare
59.4K
+ 19.29%
$1.14 - $4.29 $67.7K - $255K
367K $440K
MXCT
Maxcyte, Inc.

Healthcare
7.75K
+ 2.66%
$2.73 - $5.1 $21.2K - $39.5K
300K $818K
PDS
Precision Drilling Corp

Energy
835
+ 2.77%
$43.37 - $66.27 $36.2K - $55.3K
31K $1.45M
DH
Definitive Healthcare Corp.

Healthcare
38.4K
+ 9.14%
$2.59 - $5.55 $99.6K - $213K
459K $1.33M
SERA
Sera Prognostics, Inc.

Healthcare
2
+ 0.0%
$3.54 - $8.33 $7.08 - $16.7
81.2K $298K
PRME
Prime Medicine, Inc.
19.1K
+ 3.94%
$1.72 - $3.35 $32.9K - $64K
504K $1M
STGW
Stagwell Inc

Communication Services
334
+ 0.04%
$5.93 - $6.75 $1.98K - $2.25K
801K $4.85M
VSH
Vishay Intertechnology Inc

Technology
115K
+ 5.32%
$15.9 - $19.1 $1.83M - $2.2M
2.28M $36.3M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
10.9K
+ 3.5%
$16.23 - $22.23 $176K - $241K
321K $5.34M
RWT
Redwood Trust Inc

Real Estate
36.5K
+ 2.59%
$6.01 - $6.72 $220K - $246K
1.45M $8.79M
CCS
Century Communities, Inc.

Consumer Cyclical
42.8K
+ 8.12%
$66.87 - $78.83 $2.86M - $3.37M
570K $38.3M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
25.2K
+ 2.82%
$33.7 - $43.19 $848K - $1.09M
917K $34.3M
CHGG
Chegg, Inc

Consumer Defensive
736K
+ 78.81%
$0.62 - $1.81 $456K - $1.33M
1.67M $1.07M
MCS
Marcus Corp

Communication Services
778
+ 0.82%
$15.89 - $22.25 $12.4K - $17.3K
95.9K $1.6M
PACK
Ranpak Holdings Corp.

Consumer Cyclical
11.4K
+ 3.24%
$5.39 - $8.43 $61.6K - $96.3K
364K $1.97M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
43.6K
+ 14.12%
$25.24 - $34.09 $1.1M - $1.49M
353K $9.31M
CAPR
Capricor Therapeutics, Inc.

Healthcare
2.31K
+ 2.08%
$9.49 - $16.11 $22K - $37.3K
114K $1.08M
LFST
Life Stance Health Group, Inc.

Healthcare
48.6K
+ 4.37%
$6.6 - $8.17 $321K - $397K
1.16M $7.74M
CDXS
Codexis, Inc.

Healthcare
10.5K
+ 4.39%
$2.53 - $5.43 $26.6K - $57.2K
250K $673K
BVS
Bioventus Inc.

Healthcare
12.9K
+ 2.96%
$8.76 - $11.05 $113K - $143K
448K $4.1M
GHM
Graham Corp

Industrials
27
+ 0.09%
$28.82 - $49.72 $778 - $1.34K
28.5K $821K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
11
+ 0.0%
$2.86 - $9.78 $31.5 - $108
299K $854K
RNST
Renasant Corp

Financial Services
29.6K
+ 3.62%
$33.29 - $39.39 $985K - $1.17M
847K $28.8M
MLAB
Mesa Laboratories Inc

Technology
2.88K
+ 4.59%
$118.66 - $154.76 $341K - $445K
65.5K $7.77M
DGII
Digi International Inc

Technology
10.5K
+ 3.17%
$27.83 - $35.68 $291K - $373K
340K $9.46M
TRS
Trimas Corp

Consumer Cyclical
8.52K
+ 1.41%
$20.49 - $25.42 $175K - $217K
614K $14.4M
SXC
Sun Coke Energy, Inc.

Basic Materials
115K
+ 11.02%
$8.95 - $10.57 $1.03M - $1.21M
1.15M $10.6M
VET
Vermilion Energy Inc.

Energy
40.6K
+ 6.14%
$7.33 - $10.29 $297K - $418K
702K $5.69M
NTCT
Netscout Systems Inc

Technology
13.4K
+ 1.07%
$20.47 - $25.06 $274K - $335K
1.26M $26.6M
RDW
Redwire Corp

Industrials
4
+ 0.01%
$8.29 - $25.66 $33.2 - $103
65.6K $544K
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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