Charles Schwab Investment Management Inc Incresed Positions in Q3 2025

Charles Schwab Investment Management Inc

  • $601 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GPC
Genuine Parts CO

Consumer Cyclical
53.7K
+ 1.74%
$122.23 - $142.77 $6.56M - $7.66M
3.13M $434M
SRE
Sempra Energy

Utilities
49K
+ 1.24%
$74.14 - $89.98 $3.63M - $4.41M
4.01M $361M
MCK
Mckesson Corp

Healthcare
32.3K
+ 3.64%
$659.01 - $772.54 $21.3M - $24.9M
918K $709M
BDX
Becton Dickinson & CO

Healthcare
59.8K
+ 1.84%
$172.41 - $199.66 $10.3M - $11.9M
3.3M $618M
QBTS
D Wave Quantum Inc.

Technology
2.05M
+ 238.55%
$14.81 - $27.72 $30.3M - $56.7M
2.9M $71.8M
XLK
Technology Sector Spdr

ETFs
101K
+ 9.42%
$250.97 - $282.66 $25.3M - $28.5M
1.17M $330M
AVB
Avalonbay Communities Inc

Real Estate
452K
+ 16.06%
$182.72 - $204.51 $82.6M - $92.5M
3.27M $631M
RMBS
Rambus Inc

Technology
51.9K
+ 4.03%
$62.85 - $107.38 $3.26M - $5.57M
1.34M $140M
IQV
Iqvia Holdings Inc.

Healthcare
84.5K
+ 6.7%
$157.68 - $200.82 $13.3M - $17M
1.35M $256M
TROW
Price T Rowe Group Inc

Financial Services
84.1K
+ 1.07%
$98.67 - $111.52 $8.3M - $9.38M
7.93M $814M
RGTI
Rigetti Computing, Inc.

Technology
526K
+ 24.11%
$11.33 - $32.1 $5.96M - $16.9M
2.71M $80.7M
VMC
Vulcan Materials CO

Basic Materials
34.8K
+ 3.78%
$260.62 - $307.62 $9.08M - $10.7M
956K $294M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
746K
+ 46.33%
$41.53 - $66.18 $31M - $49.4M
2.36M $134M
XEL
Xcel Energy Inc

Utilities
74.2K
+ 1.99%
$67.56 - $80.65 $5.01M - $5.98M
3.81M $307M
CTRE
Care Trust Reit, Inc.

Real Estate
1.13M
+ 36.61%
$30.29 - $34.8 $34.3M - $39.4M
4.23M $147M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
60.6K
+ 39.56%
$287.52 - $458.66 $17.4M - $27.8M
214K $98M
HL
Hecla Mining CO

Basic Materials
777K
+ 11.3%
$5.59 - $12.1 $4.34M - $9.4M
7.66M $92.6M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
118K
+ 0.85%
$24.02 - $27.91 $2.84M - $3.3M
14.1M $394M
ROST
Ross Stores, Inc.

Consumer Cyclical
5.85K
+ 0.29%
$127.59 - $152.81 $746K - $893K
2.01M $306M
O
Realty Income Corp

Real Estate
257K
+ 2.36%
$56.13 - $60.79 $14.4M - $15.6M
11.1M $677M
VTR
Ventas, Inc.

Real Estate
156K
+ 2.79%
$62.76 - $69.99 $9.8M - $10.9M
5.75M $403M
TER
Teradyne, Inc

Technology
5.36K
+ 0.53%
$90.15 - $137.64 $483K - $738K
1.02M $140M
TFC
Truist Financial Corp

Financial Services
23K
+ 0.13%
$42.83 - $47.07 $987K - $1.08M
17.6M $804M
CCL
Carnival Corp

Consumer Cyclical
1.47M
+ 23.31%
$28.37 - $32.49 $41.8M - $47.9M
7.8M $225M
GRMN
Garmin LTD

Technology
52.1K
+ 5.71%
$211.13 - $246.22 $11M - $12.8M
965K $238M
W
Wayfair Inc.

Consumer Cyclical
60.3K
+ 5.55%
$51.99 - $90.17 $3.14M - $5.44M
1.15M $102M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
35.3K
+ 4.9%
$534.91 - $598.71 $18.9M - $21.1M
756K $425M
NET
Cloudflare, Inc.

Technology
97.6K
+ 7.13%
$181.39 - $228.28 $17.7M - $22.3M
1.47M $315M
TMUS
T Mobile Us, Inc.

Communication Services
177K
+ 5.33%
$226.02 - $259.01 $40.1M - $46M
3.51M $840M
SWKS
Skyworks Solutions, Inc.

Technology
426K
+ 7.99%
$67.52 - $82.97 $28.8M - $35.4M
5.76M $444M
VSAT
Viasat Inc

Technology
311K
+ 12.56%
$14.47 - $32.92 $4.5M - $10.2M
2.79M $81.7M
HOLX
Hologic Inc

Healthcare
624K
+ 43.26%
$63.26 - $68.98 $39.5M - $43.1M
2.07M $140M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
926K
+ 2.73%
$22.39 - $24.07 $20.7M - $22.3M
34.9M $822M
CW
Curtiss Wright Corp

Industrials
55.3K
+ 20.9%
$472.43 - $542.94 $26.1M - $30M
320K $174M
ES
Eversource Energy

Utilities
2.21K
+ 0.04%
$62.86 - $71.14 $139K - $157K
5.87M $418M
MOD
Modine Manufacturing CO

Consumer Cyclical
134K
+ 23.29%
$90.02 - $158.57 $12.1M - $21.2M
709K $101M
MLM
Martin Marietta Materials Inc

Basic Materials
15.2K
+ 3.61%
$546.36 - $631.12 $8.3M - $9.59M
436K $275M
PANW
Palo Alto Networks Inc

Technology
237K
+ 5.3%
$167.06 - $208.19 $39.6M - $49.4M
4.71M $960M
MDB
Mongo Db, Inc.

Technology
28.1K
+ 8.09%
$201.0 - $334.87 $5.65M - $9.42M
376K $117M
CLX
Clorox CO

Consumer Defensive
333K
+ 44.13%
$117.67 - $131.43 $39.2M - $43.8M
1.09M $134M
DOCS
Doximity, Inc.

Healthcare
459K
+ 56.94%
$57.33 - $75.12 $26.3M - $34.5M
1.26M $92.5M
CLF
Cleveland Cliffs Inc.

Basic Materials
1.56M
+ 30.35%
$8.12 - $12.84 $12.7M - $20M
6.71M $81.8M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
594K
+ 44.59%
$42.78 - $54.29 $25.4M - $32.2M
1.93M $100M
SWK
Stanley Black & Decker, Inc.

Industrials
453K
+ 38.93%
$66.98 - $79.52 $30.3M - $36M
1.62M $120M
HPE
Hewlett Packard Enterprise CO

Technology
6.53K
+ 0.07%
$19.81 - $25.24 $129K - $165K
9.99M $245M
IONS
Ionis Pharmaceuticals Inc

Healthcare
32.1K
+ 2.16%
$39.94 - $65.42 $1.28M - $2.1M
1.52M $99.4M
DY
Dycom Industries Inc

Industrials
76K
+ 19.87%
$244.32 - $294.01 $18.6M - $22.3M
459K $134M
PDD
Pinduoduo Inc.

Consumer Cyclical
70.4K
+ 6.27%
$102.41 - $134.86 $7.21M - $9.5M
1.19M $158M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.49M
+ 12.8%
$24.87 - $25.69 $37.1M - $38.3M
13.2M $336M
Activity Summary
Buys All Purchases 2218 New Holdings 76 Increased Positions 2142 Sells All Sells 1017 Reductions 1017 Sold out 0 Options Calls 0 Puts 0
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