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
TRGP
Targa Resources Corp.

Energy
24.8K
+ 1.63%
$157.32 - $205.72 $3.91M - $5.11M
1.55M $269M
CPRT
Copart Inc

Consumer Cyclical
109K
+ 1.91%
$47.72 - $63.84 $5.22M - $6.99M
5.85M $287M
SNA
Snap On Inc

Industrials
36.4K
+ 1.9%
$292.36 - $342.2 $10.6M - $12.5M
1.96M $609M
NSP
Insperity, Inc.

Industrials
41.5K
+ 2.94%
$58.55 - $89.92 $2.43M - $3.73M
1.45M $87.3M
BBY
Best Buy CO Inc

Consumer Cyclical
69.5K
+ 1.0%
$56.17 - $75.73 $3.91M - $5.27M
7.04M $472M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
125K
+ 4.94%
$67.83 - $92.33 $8.48M - $11.5M
2.66M $193M
AON
Aon PLC

Financial Services
30K
+ 2.39%
$335.85 - $398.81 $10.1M - $12M
1.28M $458M
FTV
Fortive Corp

Technology
8.08K
+ 0.39%
$52.13 - $74.29 $421K - $600K
2.05M $107M
RHI
Robert Half International Inc.

Industrials
84.5K
+ 2.34%
$40.31 - $54.71 $3.41M - $4.63M
3.7M $152M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
48.3K
+ 2.8%
$421.16 - $509.5 $20.4M - $24.6M
1.77M $790M
CTRA
Coterra Energy Inc.

Energy
1.5M
+ 5.91%
$22.6 - $29.07 $33.8M - $43.5M
26.8M $680M
PGR
Progressive Corp

Financial Services
42.9K
+ 1.05%
$255.27 - $288.74 $11M - $12.4M
4.13M $1.1B
PAYX
Paychex Inc

Industrials
251K
+ 2.33%
$137.01 - $159.78 $34.4M - $40.1M
11M $1.6B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
43.5K
+ 1.52%
$212.1 - $244.27 $9.22M - $10.6M
2.9M $634M
TGT
Target Corp

Consumer Defensive
277K
+ 1.74%
$88.76 - $105.77 $24.6M - $29.3M
16.2M $1.6B
FNF
Fidelity National Financial, Inc.

Financial Services
234K
+ 2.6%
$53.62 - $66.59 $12.6M - $15.6M
9.24M $518M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
9.94K
+ 1.4%
$483.07 - $625.6 $4.8M - $6.22M
720K $378M
ELV
Elevance Health, Inc.

Healthcare
21.9K
+ 1.23%
$372.27 - $452.69 $8.15M - $9.91M
1.8M $702M
WSO
Watsco Inc

Industrials
31.5K
+ 2.16%
$421.84 - $520.66 $13.3M - $16.4M
1.49M $656M
TMUS
T Mobile Us, Inc.

Communication Services
36.4K
+ 1.11%
$220.99 - $268.54 $8.05M - $9.78M
3.33M $794M
LYB
Lyondell Basell Industries N.V.

Basic Materials
237K
+ 2.57%
$53.23 - $70.65 $12.6M - $16.7M
9.48M $548M
KMB
Kimberly Clark Corp

Consumer Defensive
219K
+ 1.94%
$126.84 - $145.22 $27.7M - $31.8M
11.5M $1.48B
PEP
Pepsico Inc

Consumer Defensive
2.56M
+ 9.65%
$128.02 - $151.37 $327M - $387M
29M $3.83B
GIS
General Mills Inc

Consumer Defensive
266K
+ 1.4%
$50.37 - $60.97 $13.4M - $16.2M
19.3M $1B
HAL
Halliburton CO

Energy
346K
+ 1.16%
$19.26 - $25.7 $6.67M - $8.9M
30.3M $617M
PG
Procter & Gamble CO

Consumer Defensive
295K
+ 1.72%
$157.66 - $172.39 $46.5M - $50.8M
17.4M $2.77B
BDX
Becton Dickinson & CO

Healthcare
151K
+ 4.89%
$165.15 - $226.42 $25M - $34.2M
3.24M $558M
UPS
United Parcel Service Inc

Industrials
747K
+ 2.98%
$91.92 - $110.2 $68.6M - $82.3M
25.8M $2.6B
MRK
Merck & Co., Inc.

Healthcare
4.64M
+ 9.42%
$73.47 - $87.12 $341M - $404M
53.9M $4.26B
LLY
Eli Lilly & CO

Healthcare
103K
+ 1.96%
$713.71 - $898.95 $73.6M - $92.7M
5.36M $4.18B
AMGN
Amgen Inc

Healthcare
688K
+ 5.63%
$262.28 - $309.85 $180M - $213M
12.9M $3.6B
XOM
Exxon Mobil Corp

Energy
1.13M
+ 3.48%
$99.93 - $119.04 $113M - $134M
33.5M $3.61B
TMO
Thermo Fisher Scientific Inc.

Healthcare
75K
+ 2.56%
$390.26 - $489.06 $29.3M - $36.7M
3M $1.22B
JNJ
Johnson & Johnson

Healthcare
52.1K
+ 0.28%
$146.36 - $159.82 $7.62M - $8.32M
19M $2.89B
OKE
Oneok Inc

Energy
614K
+ 2.93%
$78.71 - $100.37 $48.3M - $61.6M
21.6M $1.76B
ABBV
Abb Vie Inc.

Healthcare
1.52M
+ 6.0%
$170.16 - $206.27 $258M - $313M
26.8M $4.97B
BMY
Bristol Myers Squibb CO

Healthcare
10.2M
+ 16.82%
$44.12 - $59.6 $450M - $608M
70.8M $3.28B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50.6K
+ 0.46%
$483.48 - $539.8 $24.5M - $27.3M
10.9M $5.31B
COP
Conocophillips

Energy
288K
+ 0.72%
$82.66 - $106.1 $23.8M - $30.6M
40.4M $3.62B
CVX
Chevron Corp

Energy
1.34M
+ 4.02%
$133.73 - $168.51 $180M - $226M
34.8M $4.98B
AAPL
Apple Inc.

Technology
2.46M
+ 2.51%
$172.42 - $223.89 $423M - $550M
100M $20.6B
UNH
Unitedhealth Group Inc

Healthcare
432K
+ 6.11%
$274.35 - $599.47 $119M - $259M
7.5M $2.34B
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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