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
AROW
Arrow Financial Corp

Financial Services
2.56K
+ 2.06%
$23.72 - $26.75 $60.7K - $68.4K
127K $3.35M
CIO
City Office Reit, Inc.

Real Estate
6.56K
+ 2.01%
$4.32 - $5.58 $28.3K - $36.6K
332K $1.77M
INTA
Intapp, Inc.

Technology
61.2K
+ 13.45%
$48.49 - $59.55 $2.97M - $3.64M
516K $26.7M
BHB
Bar Harbor Bankshares

Financial Services
2.11K
+ 5.02%
$27.37 - $31.26 $57.8K - $66.1K
44.2K $1.33M
BTMD
Biote Corp.

Healthcare
7.6K
+ 10.04%
$3.25 - $4.28 $24.7K - $32.5K
83.3K $335K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
137
+ 3.03%
$218.94 - $269.48 $30K - $36.9K
4.66K $1.16M
QTRX
Quanterix Corp

Healthcare
6.18K
+ 2.11%
$4.28 - $6.72 $26.5K - $41.6K
299K $1.99M
DOX
Amdocs LTD

Technology
1.52K
+ 0.68%
$80.46 - $94.08 $122K - $143K
226K $20.6M
CZFS
Citizens Financial Services Inc

Financial Services
969
+ 2.67%
$53.5 - $63.28 $51.8K - $61.3K
37.3K $2.19M
DMRC
Digimarc Corp

Technology
2.44K
+ 1.99%
$10.66 - $14.34 $26K - $35K
125K $1.66M
TTI
Tetra Technologies Inc

Energy
23.7K
+ 2.43%
$2.13 - $3.77 $50.5K - $89.3K
998K $3.35M
WEYS
Weyco Group Inc

Consumer Cyclical
955
+ 5.29%
$27.2 - $33.82 $26K - $32.3K
19K $630K
NBN
Northeast Bk Lewiston Me Com

Financial Services
1.47K
+ 7.29%
$80.61 - $92.41 $119K - $136K
21.7K $1.93M
BBCP
Concrete Pumping Holdings, Inc.

Industrials
5.22K
+ 7.94%
$5.21 - $7.3 $27.2K - $38.1K
71K $436K
CBAN
Colony Bankcorp Inc

Financial Services
3.78K
+ 8.12%
$14.01 - $16.7 $52.9K - $63.1K
50.3K $828K
FVCB
Fvc Bankcorp, Inc.

Financial Services
1.5K
+ 3.09%
$9.69 - $11.95 $14.5K - $17.9K
50K $590K
ISTR
Investar Holding Corp

Financial Services
1.7K
+ 6.59%
$15.64 - $19.87 $26.6K - $33.7K
27.5K $530K
BSRR
Sierra Bancorp

Financial Services
328
+ 0.88%
$24.33 - $29.69 $7.98K - $9.74K
37.4K $1.11M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
2.05K
+ 0.41%
N/A
502K $18.4M
WRE
Washington Real Estate Investment Trust
4.28K
+ 0.25%
N/A
1.71M $30.2M
PKE
Park Aerospace Corp

Industrials
128
+ 0.24%
$12.21 - $14.77 $1.56K - $1.89K
53.8K $795K
EBTC
Enterprise Bancorp Inc

Financial Services
1.33K
+ 4.79%
$33.77 - $41.05 $44.8K - $54.5K
29K $1.15M
FRBA
First Bank (Nj) Common Stock

Financial Services
2.08K
+ 3.43%
$12.86 - $15.49 $26.7K - $32.2K
62.7K $969K
GENC
Gencor Industries Inc

Industrials
1.48K
+ 5.38%
$10.92 - $14.8 $16.2K - $21.9K
29K $406K
BSVN
Bank7 Corp.

Financial Services
784
+ 6.37%
$34.55 - $41.83 $27.1K - $32.8K
13.1K $547K
MSBI
Midland States Bancorp, Inc.

Financial Services
2.12K
+ 1.25%
$15.14 - $18.77 $32.1K - $39.8K
171K $2.97M
DSP
Viant Technology Inc.

Technology
2.42K
+ 5.13%
$11.98 - $16.04 $29K - $38.8K
49.6K $656K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
637
+ 0.85%
$12.45 - $14.96 $7.93K - $9.53K
75.5K $1.09M
JYNT
Joint Corp

Healthcare
8.93K
+ 24.68%
$9.7 - $12.51 $86.6K - $112K
45.1K $520K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
104K
+ 12.12%
$12.59 - $16.6 $1.31M - $1.73M
965K $13.5M
CGEM
Cullinan Oncology, Inc.

Healthcare
11.3K
+ 2.65%
$7.13 - $9.08 $80.2K - $102K
436K $3.28M
KODK
Eastman Kodak CO

Industrials
33.1K
+ 18.59%
$5.3 - $6.7 $175K - $222K
211K $1.19M
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
705
+ 1.93%
$21.42 - $26.48 $15.1K - $18.7K
37.3K $941K
NWFL
Norwood Financial Corp

Financial Services
1.12K
+ 4.84%
$21.67 - $26.9 $24.3K - $30.2K
24.3K $626K
RBB
Rbb Bancorp

Financial Services
3.57K
+ 7.69%
N/A
50K $940K
SXI
Standex International Corp

Industrials
5.06K
+ 3.43%
$130.91 - $162.93 $662K - $824K
152K $23.8M
LWAY
Lifeway Foods, Inc.

Consumer Defensive
2.51K
+ 19.44%
$21.92 - $25.14 $55K - $63.1K
15.4K $380K
KRT
Karat Packaging Inc.

Consumer Cyclical
1.16K
+ 5.89%
$23.78 - $31.98 $27.7K - $37.2K
20.9K $589K
UTMD
Utah Medical Products Inc

Healthcare
969
+ 9.45%
$51.75 - $57.36 $50.1K - $55.6K
11.2K $638K
CRDF
Cardiff Oncology, Inc.

Healthcare
19.3K
+ 11.38%
$2.38 - $4.3 $46K - $83.2K
189K $596K
NKSH
National Bankshares Inc

Financial Services
1.96K
+ 12.04%
$24.0 - $27.88 $47K - $54.6K
18.2K $495K
HCAT
Health Catalyst, Inc.

Healthcare
114K
+ 23.54%
$3.58 - $4.52 $408K - $516K
599K $2.26M
OVLY
Oak Valley Bancorp

Financial Services
600
+ 3.06%
$23.19 - $27.76 $13.9K - $16.7K
20.2K $549K
SEVN
Seven Hills Realty Trust

Real Estate
6.3K
+ 17.2%
$10.89 - $13.0 $68.6K - $81.9K
42.9K $518K
CPSS
Consumer Portfolio Services, Inc.

Financial Services
3.17K
+ 12.71%
$8.09 - $10.1 $25.6K - $32K
28.1K $276K
ACRE
Ares Commercial Real Estate Corp

Real Estate
8.02K
+ 5.34%
$3.5 - $5.07 $28.1K - $40.7K
158K $754K
HRTX
Heron Therapeutics, Inc.

Healthcare
96.7K
+ 8.87%
$1.72 - $2.42 $166K - $234K
1.19M $2.46M
LXFR
Luxfer Holdings PLC

Industrials
2.85K
+ 3.67%
$9.58 - $12.45 $27.3K - $35.5K
80.4K $979K
WSBF
Waterstone Financial, Inc.

Financial Services
506
+ 0.35%
$11.86 - $13.94 $6K - $7.05K
144K $1.99M
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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