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
BCML
Bay Com Corp

Financial Services
2.29K
+ 7.65%
$24.08 - $27.94 $55.1K - $63.9K
32.2K $891K
ALEC
Alector, Inc.

Healthcare
22.9K
+ 3.67%
$0.9 - $1.63 $20.6K - $37.4K
648K $906K
ENOV
Enovis Corp

Industrials
160K
+ 22.46%
$29.65 - $37.35 $4.75M - $5.98M
873K $27.4M
WETF
Wisdom Tree Investments, Inc.

Financial Services
25.1K
+ 1.98%
N/A
1.29M $7.05M
EEX
Emerald Holding, Inc.

Communication Services
309
+ 0.21%
$3.29 - $4.92 $1.02K - $1.52K
146K $707K
FENC
Fennec Pharmaceuticals Inc.

Healthcare
141
+ 0.23%
$5.01 - $8.4 $706 - $1.18K
61.3K $508K
FOX
Fox Corp Cl B (De)

Communication Services
3.51K
+ 8.15%
$43.81 - $53.0 $154K - $186K
46.6K $2.41M
TMP
Tompkins Financial Corp

Financial Services
2.61K
+ 2.2%
$55.65 - $65.06 $145K - $169K
121K $7.6M
STXS
Stereotaxis, Inc.

Healthcare
35.9K
+ 23.4%
$1.6 - $2.37 $57.4K - $85K
189K $401K
BY
Byline Bancorp, Inc.

Financial Services
163
+ 0.07%
$23.25 - $27.19 $3.79K - $4.43K
220K $5.88M
III
Information Services Group Inc.

Technology
6.89K
+ 6.71%
$3.45 - $4.96 $23.8K - $34.2K
109K $525K
RGEN
Repligen Corp

Healthcare
10.1K
+ 2.55%
$108.89 - $145.23 $1.1M - $1.47M
406K $50.5M
CHMG
Chemung Financial Corp

Financial Services
2.33K
+ 24.93%
$40.73 - $49.98 $94.9K - $116K
11.7K $565K
MYO
Myomo, Inc.

Healthcare
81.6K
+ 379.46%
$2.16 - $4.9 $176K - $400K
103K $222K
XLB
Select Sector Spdr Fd Material

ETFs
281
+ 0.55%
$74.27 - $88.92 $20.9K - $25K
51.4K $4.52M
INNV
Innov Age Holding Corp.

Healthcare
384
+ 0.23%
$2.63 - $4.24 $1.01K - $1.63K
165K $607K
CDZI
Cadiz Inc

Utilities
36.3K
+ 29.09%
$2.37 - $3.25 $86.1K - $118K
161K $482K
SKYH
Sky Harbour Group Corp

Industrials
24.6K
+ 64.64%
$9.59 - $12.72 $236K - $313K
62.7K $612K
CAPR
Capricor Therapeutics, Inc.

Healthcare
6.64K
+ 5.84%
$6.34 - $14.23 $42.1K - $94.4K
120K $1.19M
MTRX
Matrix Service CO

Industrials
2.48K
+ 3.27%
$10.03 - $13.91 $24.9K - $34.5K
78.4K $1.06M
ASPN
Aspen Aerogels Inc

Industrials
58.1K
+ 11.91%
$4.31 - $6.63 $250K - $385K
546K $3.23M
FBIZ
First Business Financial Services, Inc.

Financial Services
689
+ 3.11%
$44.4 - $50.92 $30.6K - $35.1K
22.9K $1.16M
ROLL
Rbc Bearings Inc

Industrials
455
+ 0.15%
N/A
313K $76.9M
TALK
Talkspace, Inc.

Healthcare
9.33K
+ 2.39%
$2.58 - $3.35 $24.1K - $31.2K
399K $1.11M
MYPS
Playstudios, Inc.

Communication Services
77.6K
+ 37.27%
$1.17 - $1.66 $90.8K - $129K
286K $374K
CARE
Carter Bankshares, Inc.

Financial Services
1.88K
+ 2.87%
$13.86 - $17.55 $26.1K - $33K
67.5K $1.17M
DHIL
Diamond Hill Investment Group Inc

Financial Services
370
+ 1.67%
$125.49 - $145.8 $46.4K - $53.9K
22.6K $3.28M
VET
Vermilion Energy Inc.

Energy
94K
+ 13.39%
$5.43 - $8.24 $510K - $774K
796K $5.79M
ADES
Advanced Emissions Solutions, Inc.

Industrials
14.1K
+ 17.65%
N/A
93.7K $708K
LRMR
Larimar Therapeutics, Inc.

Healthcare
10.9K
+ 10.89%
$1.71 - $3.25 $18.7K - $35.6K
111K $321K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
67
+ 0.32%
$12.23 - $23.55 $819 - $1.58K
21.2K $470K
CADL
Candel Therapeutics, Inc.

Healthcare
29.9K
+ 35.64%
$4.39 - $6.04 $131K - $181K
114K $575K
JMSB
John Marshall Bancorp, Inc.

Financial Services
1.69K
+ 4.89%
$14.19 - $18.84 $24K - $31.9K
36.3K $673K
CCNE
Cnb Financial Corp

Financial Services
2.84K
+ 4.86%
$20.27 - $23.32 $57.6K - $66.3K
61.3K $1.4M
MNTK
Montauk Renewables, Inc.

Utilities
15.5K
+ 3.04%
$1.74 - $2.41 $26.9K - $37.3K
524K $1.16M
PCB
Pcb Bancorp

Financial Services
1.48K
+ 4.9%
$16.8 - $20.98 $24.9K - $31.1K
31.7K $665K
MYFW
First Western Financial Inc

Financial Services
1.46K
+ 6.49%
$17.61 - $22.86 $25.8K - $33.5K
24K $541K
ONTF
On24 Inc.

Technology
6.05K
+ 2.14%
$4.46 - $5.7 $27K - $34.5K
289K $1.57M
MOFG
Mid West One Financial Group, Inc.

Financial Services
4.96K
+ 8.83%
$25.39 - $29.92 $126K - $148K
61.2K $1.76M
SNDA
Sonida Senior Living, Inc.

Healthcare
2.63K
+ 14.5%
$19.84 - $27.13 $52.2K - $71.4K
20.8K $518K
UFCS
United Fire Group Inc

Financial Services
8.3K
+ 4.45%
$25.7 - $29.65 $213K - $246K
195K $5.59M
OBNK
Origin Bancorp, Inc.

Financial Services
2.89K
+ 1.2%
N/A
243K $7.84M
RMAX
Re/Max Holdings, Inc.

Real Estate
14.8K
+ 9.49%
$7.03 - $8.99 $104K - $133K
171K $1.4M
CMT
Core Molding Technologies Inc

Basic Materials
3.74K
+ 18.02%
$14.11 - $17.16 $52.8K - $64.2K
24.5K $406K
EQBK
Equity Bancshares Inc

Financial Services
2.59K
+ 2.08%
N/A
127K $4.43M
RWR
Spdr Dow Jones Reit ETF

ETFs
54.6K
+ 2.83%
$86.33 - $99.71 $4.72M - $5.45M
1.99M $192M
STRS
Stratus Properties Inc

Real Estate
3.82K
+ 23.48%
$15.44 - $21.23 $59K - $81.2K
20.1K $379K
PBYI
Puma Biotechnology, Inc.

Healthcare
9.19K
+ 7.77%
$2.74 - $3.72 $25.2K - $34.2K
127K $437K
LPSN
Liveperson Inc

Technology
1.63K
+ 0.41%
$0.66 - $1.01 $1.07K - $1.64K
400K $403K
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
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email