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
GSBC
Great Southern Bancorp, Inc.

Financial Services
693
+ 0.99%
$50.54 - $59.35 $35K - $41.1K
70.8K $4.16M
PRME
Prime Medicine, Inc.
14.9K
+ 2.96%
$1.15 - $2.65 $17.2K - $39.6K
519K $1.28M
ZVIA
Zevia Pbc

Consumer Defensive
79.4K
+ 396.63%
$2.02 - $3.64 $160K - $289K
99.4K $320K
AIRS
Airsculpt Technologies, Inc.

Healthcare
8.72K
+ 9.28%
$1.59 - $5.25 $13.9K - $45.8K
103K $495K
PAY
Paymentus Holdings, Inc.

Technology
6.66K
+ 76.06%
$24.13 - $39.84 $161K - $265K
15.4K $504K
PLTK
Playtika Holding Corp.

Communication Services
125K
+ 17.38%
$4.51 - $5.44 $564K - $680K
844K $3.99M
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
17.8K
+ 78.4%
$6.88 - $12.61 $122K - $224K
40.5K $453K
KOD
Kodiak Sciences Inc.

Healthcare
8.45K
+ 3.21%
$2.06 - $4.92 $17.4K - $41.6K
272K $1.01M
UTL
Unitil Corp

Utilities
23.1K
+ 13.69%
$51.68 - $59.77 $1.19M - $1.38M
192K $9.99M
TERN
Terns Pharmaceuticals, Inc.

Healthcare
17.8K
+ 8.61%
$2.0 - $4.1 $35.5K - $72.9K
224K $836K
SPNS
Sapiens International Corp N V

Technology
3.46K
+ 4.6%
$23.92 - $30.03 $82.8K - $104K
78.7K $2.3M
VERA
Vera Therapeutics, Inc.

Healthcare
19.5K
+ 4.59%
$18.86 - $32.0 $368K - $625K
444K $10.5M
FSTA
Fidelity Covington Tr Msci Con

ETFs
4.22K
+ 0.19%
$47.94 - $52.5 $202K - $222K
2.26M $116M
DMAC
Dia Medica Therapeutics Inc.

Healthcare
66.3K
+ 500.26%
$3.38 - $4.64 $224K - $308K
79.6K $310K
SHBI
Shore Bancshares Inc

Financial Services
4.3K
+ 4.95%
$11.78 - $15.72 $50.6K - $67.5K
91K $1.43M
IIIV
I3 Verticals, Inc.

Technology
2.41K
+ 3.62%
$22.76 - $27.48 $54.8K - $66.1K
68.8K $1.89M
BITF
Bitfarms LTD

Financial Services
74K
+ 1.94%
$0.68 - $1.16 $50.3K - $85.8K
3.88M $3.26M
EXFY
Expensify, Inc.

Technology
151K
+ 48.93%
$2.19 - $3.06 $331K - $462K
460K $1.19M
AIP
Arteris, Inc.

Technology
4.63K
+ 5.89%
$5.59 - $9.91 $25.9K - $45.9K
83.3K $794K
CRCT
Cricut, Inc.

Technology
4.4K
+ 3.23%
$4.11 - $6.77 $18.1K - $29.8K
141K $953K
DYN
Dyne Therapeutics, Inc.

Healthcare
90.9K
+ 13.9%
$6.81 - $14.78 $619K - $1.34M
745K $7.09M
TBLA
Taboola.Com Ltd.

Communication Services
56.6K
+ 92.92%
$2.54 - $3.7 $144K - $209K
117K $429K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
34.3K
+ 11.64%
$3.37 - $4.33 $115K - $148K
329K $1.38M
NFBK
Northfield Bancorp, Inc.

Financial Services
5.62K
+ 1.74%
$9.54 - $12.21 $53.6K - $68.6K
329K $3.77M
TRC
Tejon Ranch CO

Industrials
2.16K
+ 1.13%
$15.16 - $17.3 $32.8K - $37.4K
193K $3.27M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
23.6K
+ 4.32%
$13.46 - $16.77 $317K - $395K
568K $9.13M
MITK
Mitek Systems Inc

Technology
3.62K
+ 2.86%
$7.11 - $10.34 $25.8K - $37.5K
130K $1.29M
LFT
Lument Finance Trust, Inc.

Real Estate
112K
+ 467.02%
$2.21 - $2.7 $248K - $303K
136K $301K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
17.8K
+ 19.71%
N/A
108K $1.45M
SSNC
Ss&C Technologies Holdings Inc

Technology
10.2K
+ 1.21%
$71.96 - $83.42 $735K - $852K
854K $70.7M
IPI
Intrepid Potash, Inc.

Basic Materials
815
+ 2.61%
$24.86 - $38.94 $20.3K - $31.7K
32.1K $1.15M
TARA
Protara Therapeutics, Inc.

Healthcare
80.8K
+ 538.49%
$2.88 - $4.42 $233K - $357K
95.8K $290K
AVNW
Aviat Networks, Inc.

Technology
2.89K
+ 8.96%
$16.3 - $24.05 $47.1K - $69.5K
35.1K $844K
ICFI
Icf International, Inc.

Industrials
3.34K
+ 1.47%
$78.62 - $88.51 $262K - $295K
230K $19.5M
JKHY
Henry Jack & Associates Inc

Technology
9.68K
+ 1.55%
$163.54 - $186.02 $1.58M - $1.8M
636K $115M
BLZE
Backblaze, Inc.

Technology
23.2K
+ 17.83%
$4.26 - $5.98 $98.8K - $139K
153K $842K
CPSI
Computer Programs & Systems Inc

Healthcare
25.2K
+ 35.28%
N/A
96.8K $825K
EGBN
Eagle Bancorp Inc

Financial Services
39.8K
+ 10.78%
$16.71 - $21.41 $664K - $851K
409K $7.96M
HBNC
Horizon Bancorp Inc

Financial Services
6.93K
+ 1.95%
$12.92 - $15.88 $89.5K - $110K
362K $5.57M
PEB
Pebblebrook Hotel Trust

Real Estate
57.1K
+ 2.23%
$7.71 - $10.59 $440K - $604K
2.61M $26.1M
FFWM
First Foundation Inc.

Financial Services
51.1K
+ 9.24%
$4.61 - $5.42 $236K - $277K
604K $3.08M
UDMY
Udemy, Inc.

Consumer Defensive
105K
+ 14.5%
$5.78 - $7.9 $609K - $833K
833K $5.85M
MVIS
Microvision, Inc.

Technology
200K
+ 10.76%
N/A
2.05M $2.16M
NVEC
Nve Corp

Technology
945
+ 6.75%
$54.12 - $74.35 $51.1K - $70.3K
14.9K $1.1M
MVBF
Mvb Financial Corp

Financial Services
1.69K
+ 5.24%
$15.72 - $22.53 $26.5K - $38K
33.8K $762K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
25.3K
+ 1.64%
$25.21 - $34.03 $637K - $860K
1.56M $46.8M
CSWI
Csw Industrials, Inc.

Industrials
3.53K
+ 2.05%
$254.34 - $336.43 $897K - $1.19M
176K $50.4M
XOMA
Xoma Corp

Healthcare
3.22K
+ 13.89%
$18.76 - $27.49 $60.4K - $88.4K
26.4K $664K
CCBG
Capital City Bank Group Inc

Financial Services
1.77K
+ 4.54%
$33.01 - $39.35 $58.5K - $69.7K
40.8K $1.6M
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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