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
UE
Urban Edge Properties

Real Estate
36.9K
+ 1.58%
$16.3 - $19.42 $602K - $717K
2.37M $44.2M
FOR
Forestar Group Inc.

Real Estate
3.38K
+ 2.16%
$18.45 - $21.41 $62.3K - $72.3K
160K $3.19M
GOGL
Golden Ocean Group LTD

Industrials
16.4K
+ 4.69%
$6.48 - $8.39 $106K - $137K
366K $2.68M
DAVA
Endava PLC

Technology
2.81K
+ 7.59%
$13.81 - $21.5 $38.8K - $60.4K
39.9K $610K
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.74K
+ 1.69%
$36.24 - $43.32 $63.1K - $75.5K
105K $4.18M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1K
+ 0.22%
$89.28 - $103.69 $89.6K - $104K
458K $45.7M
BHF
Brighthouse Financial, Inc.

Financial Services
28K
+ 7.25%
$47.29 - $61.15 $1.33M - $1.71M
415K $22.3M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
289K
+ 44.35%
$3.63 - $5.73 $1.05M - $1.66M
941K $3.62M
OPK
Opko Health, Inc.

Healthcare
608K
+ 22.19%
$1.24 - $1.66 $754K - $1.01M
3.35M $4.42M
AWR
American States Water CO

Utilities
9.64K
+ 2.22%
$75.1 - $81.3 $724K - $784K
444K $34.1M
VREX
Varex Imaging Corp

Healthcare
131K
+ 30.0%
$6.88 - $11.43 $903K - $1.5M
569K $4.93M
FFIC
Flushing Financial Corp

Financial Services
5.9K
+ 2.22%
$10.9 - $13.17 $64.3K - $77.7K
271K $3.22M
GCMG
Gcm Grosvenor Inc.

Financial Services
5.21K
+ 4.15%
$11.4 - $13.31 $59.3K - $69.3K
131K $1.51M
ALT
Altimmune, Inc.

Healthcare
21.6K
+ 10.21%
$3.5 - $7.71 $75.7K - $167K
234K $903K
KBH
Kb Home

Consumer Cyclical
82.1K
+ 9.37%
$50.15 - $58.93 $4.12M - $4.84M
958K $50.7M
HFFG
Hf Foods Group Inc.

Consumer Defensive
134
+ 0.13%
$3.05 - $4.5 $409 - $603
99.5K $316K
RXT
Rackspace Technology, Inc.

Technology
51.3K
+ 8.85%
$1.03 - $1.73 $52.8K - $88.7K
631K $807K
VCEL
Vericel Corp

Healthcare
17.8K
+ 3.96%
$37.92 - $45.7 $675K - $814K
467K $19.9M
GBCI
Glacier Bancorp, Inc.

Financial Services
37.6K
+ 2.39%
$37.85 - $44.51 $1.42M - $1.67M
1.61M $69.5M
EC
Ecopetrol S.A.

Energy
163K
+ 16.0%
$7.88 - $10.63 $1.28M - $1.73M
1.18M $10.4M
LXP
Lxp Industrial Trust

Real Estate
249K
+ 4.33%
$7.22 - $8.85 $1.79M - $2.2M
5.99M $49.5M
HLLY
Holley Inc.

Consumer Cyclical
40.7K
+ 8.59%
$1.77 - $2.57 $72.1K - $105K
515K $1.03M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
19.6K
+ 14.17%
$1.42 - $5.48 $27.8K - $107K
158K $603K
MBI
Mbia Inc

Financial Services
8.53K
+ 2.38%
$3.92 - $4.87 $33.4K - $41.6K
368K $1.6M
UMH
Umh Properties, Inc.

Real Estate
105K
+ 10.25%
$16.36 - $18.82 $1.71M - $1.97M
1.13M $18.9M
ESPR
Esperion Therapeutics, Inc.

Healthcare
62.9K
+ 11.35%
$0.73 - $1.41 $45.9K - $88.7K
617K $604K
KRO
Kronos Worldwide Inc

Basic Materials
5.59K
+ 3.12%
$6.0 - $7.75 $33.5K - $43.3K
185K $1.15M
WST
West Pharmaceutical Services Inc

Healthcare
10.5K
+ 2.14%
$190.39 - $227.7 $2M - $2.4M
502K $110M
CMCO
Columbus Mckinnon Corp

Industrials
36.1K
+ 8.02%
$12.68 - $18.23 $458K - $658K
486K $7.42M
ZTO
Zto Express (Cayman) Inc.

Industrials
21.6K
+ 7.78%
$16.51 - $19.83 $357K - $429K
300K $5.32M
INMB
Inmune Bio, Inc.

Healthcare
10.5K
+ 25.42%
$2.31 - $8.26 $24.3K - $86.8K
51.8K $119K
CURV
Torrid Holdings Inc.

Consumer Cyclical
16.5K
+ 16.55%
$2.95 - $6.46 $48.8K - $107K
117K $343K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
604K
+ 27.42%
$2.25 - $3.66 $1.36M - $2.21M
2.81M $8M
CHCT
Community Healthcare Trust Inc

Real Estate
19.7K
+ 5.52%
$14.97 - $18.3 $295K - $360K
376K $6.26M
CVRX
Cv Rx, Inc.

Healthcare
5.39K
+ 12.86%
$4.75 - $12.98 $25.6K - $69.9K
47.3K $278K
BRCC
Brc Inc.

Consumer Defensive
38.7K
+ 10.3%
$1.24 - $2.37 $48K - $91.7K
414K $542K
REPL
Replimune Group, Inc.

Healthcare
1.12K
+ 0.2%
$6.92 - $10.38 $7.73K - $11.6K
553K $5.14M
SENS
Senseonics Holdings, Inc.

Healthcare
805K
+ 23.0%
$0.48 - $0.77 $387K - $620K
4.31M $2.07M
VICR
Vicor Corp

Technology
927
+ 0.43%
$39.41 - $51.91 $36.5K - $48.1K
214K $9.71M
WEST
Westrock Coffee Holdings, LLC
29.6K
+ 10.19%
$5.51 - $7.84 $163K - $232K
320K $1.83M
PBA
Pembina Pipeline Corp

Energy
98.5K
+ 6.27%
$35.16 - $40.88 $3.46M - $4.03M
1.67M $62.6M
EVER
Ever Quote, Inc.

Communication Services
9.65K
+ 3.89%
$20.21 - $26.71 $195K - $258K
258K $6.23M
YORW
York Water CO

Utilities
2.34K
+ 2.03%
$31.6 - $36.28 $73.9K - $84.9K
118K $3.72M
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
832
+ 1.25%
$36.25 - $44.99 $30.2K - $37.4K
67.6K $2.58M
ALLO
Allogene Therapeutics, Inc.

Healthcare
76.7K
+ 6.64%
$0.95 - $1.7 $72.9K - $130K
1.23M $1.39M
ZIP
Ziprecruiter, Inc.

Industrials
37.9K
+ 6.75%
$4.36 - $6.45 $165K - $244K
600K $3M
BLFS
Biolife Solutions Inc

Healthcare
6.16K
+ 1.81%
$20.64 - $25.27 $127K - $156K
347K $7.47M
WASH
Washington Trust Bancorp Inc

Financial Services
3.04K
+ 1.94%
$26.08 - $30.06 $79.3K - $91.4K
160K $4.52M
KIDS
Orthopediatrics Corp

Healthcare
4.2K
+ 3.13%
$19.96 - $26.31 $83.9K - $111K
138K $2.97M
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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