Charles Schwab Investment Management Inc Incresed Positions in Q4 2024

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXR
Extra Space Storage Inc.

Real Estate
43.2K
+ 1.83%
$142.35 - $178.32 $6.15M - $7.71M
2.41M $360M
MDT
Medtronic PLC

Healthcare
135K
+ 1.71%
$79.61 - $92.24 $10.7M - $12.4M
8M $639M
CAT
Caterpillar Inc

Industrials
61.7K
+ 1.91%
$360.37 - $416.88 $22.2M - $25.7M
3.29M $1.19B
BBY
Best Buy CO Inc

Consumer Cyclical
395K
+ 6.41%
$85.2 - $101.35 $33.7M - $40.1M
6.56M $563M
LMT
Lockheed Martin Corp

Industrials
1.13M
+ 17.87%
$479.66 - $614.62 $543M - $696M
7.47M $3.63B
LEN
Lennar Corp

Consumer Cyclical
30.5K
+ 1.94%
$136.2 - $188.96 $4.15M - $5.76M
1.6M $218M
VLO
Valero Energy Corp

Energy
414K
+ 4.02%
$118.59 - $144.02 $49.1M - $59.6M
10.7M $1.31B
O
Realty Income Corp

Real Estate
260K
+ 2.67%
$51.76 - $64.71 $13.5M - $16.8M
9.99M $534M
QCOM
Qualcomm Inc

Technology
166K
+ 2.49%
$150.4 - $178.04 $24.9M - $29.5M
6.81M $1.05B
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
1.38M
+ 4.43%
$19.74 - $23.59 $27.3M - $32.6M
32.6M $645M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
37.5K
+ 2.31%
$396.64 - $516.74 $14.9M - $19.4M
1.66M $670M
FCX
Freeport Mcmoran Inc

Basic Materials
265K
+ 3.22%
$38.08 - $50.82 $10.1M - $13.5M
8.49M $323M
ES
Eversource Energy

Utilities
227K
+ 2.34%
$55.9 - $67.73 $12.7M - $15.4M
9.93M $571M
MDLZ
Mondelez International, Inc.

Consumer Defensive
267K
+ 3.48%
$59.25 - $72.99 $15.8M - $19.5M
7.94M $475M
MPWR
Monolithic Power Systems Inc

Technology
11.6K
+ 3.68%
$560.06 - $942.58 $6.47M - $10.9M
326K $193M
KLAC
Kla Corp

Technology
30.1K
+ 3.64%
$614.46 - $829.55 $18.5M - $25M
857K $540M
ZTS
Zoetis Inc.

Healthcare
39.4K
+ 1.18%
$162.24 - $194.42 $6.4M - $7.67M
3.39M $553M
CMCSA
Comcast Corp

Communication Services
838K
+ 2.63%
$37.39 - $45.14 $31.3M - $37.8M
32.7M $1.23B
NEM
Newmont Corp

Basic Materials
92.4K
+ 1.37%
$37.0 - $58.68 $3.42M - $5.42M
6.85M $255M
GE
General Electric CO

Industrials
202K
+ 3.1%
$159.95 - $194.23 $32.3M - $39.3M
6.73M $1.12B
CI
Cigna Corp

Healthcare
64.1K
+ 3.35%
$265.59 - $358.58 $17M - $23M
1.98M $546M
MU
Micron Technology Inc

Technology
159K
+ 2.37%
$84.16 - $113.41 $13.4M - $18.1M
6.88M $579M
HCA
Hca Healthcare, Inc.

Healthcare
6.59K
+ 0.58%
$297.52 - $415.61 $1.96M - $2.74M
1.15M $345M
CCI
Crown Castle International Corp

Real Estate
119K
+ 2.38%
$89.78 - $119.11 $10.7M - $14.2M
5.12M $465M
LYB
Lyondell Basell Industries N.V.

Basic Materials
558K
+ 6.96%
$72.97 - $96.75 $40.7M - $54M
8.58M $637M
MRK
Merck & Co., Inc.

Healthcare
1.32M
+ 7.01%
$96.31 - $114.76 $127M - $151M
20.1M $2B
UBER
Uber Technologies, Inc

Technology
775K
+ 6.2%
$59.93 - $86.34 $46.4M - $66.9M
13.3M $801M
NEE
Nextera Energy Inc

Utilities
346K
+ 2.6%
$69.77 - $85.43 $24.1M - $29.6M
13.6M $977M
ADBE
Adobe Inc.

Technology
92.5K
+ 3.4%
$437.39 - $552.96 $40.4M - $51.1M
2.81M $1.25B
DHR
Danaher Corp

Healthcare
135K
+ 3.43%
$226.16 - $274.52 $30.5M - $37.1M
4.07M $934M
AMAT
Applied Materials Inc

Technology
126K
+ 2.69%
$161.44 - $213.89 $20.3M - $26.9M
4.81M $781M
SCHR
Schwab Intermediate Term Us Tr

ETFs
110M
+ 101.73%
$24.19 - $50.58 $2.65B - $5.54B
217M $5.28B
CVS
Cvs Health Corp

Healthcare
710K
+ 5.82%
$43.78 - $67.46 $31.1M - $47.9M
12.9M $580M
PLD
Prologis, Inc.

Real Estate
174K
+ 1.7%
$101.4 - $126.96 $17.6M - $22M
10.4M $1.1B
VZ
Verizon Communications Inc

Communication Services
7.42M
+ 7.33%
$39.6 - $45.21 $294M - $336M
109M $4.35B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
22.5K
+ 3.35%
$701.85 - $1046.91 $15.8M - $23.6M
696K $496M
ELV
Elevance Health, Inc.

Healthcare
61.8K
+ 3.83%
$365.96 - $514.62 $22.6M - $31.8M
1.67M $618M
XOM
Exxon Mobil Corp

Energy
700K
+ 2.25%
$105.51 - $125.37 $73.9M - $87.8M
31.9M $3.43B
JNJ
Johnson & Johnson

Healthcare
548K
+ 3.11%
$143.34 - $165.86 $78.5M - $90.8M
18.2M $2.63B
AMT
American Tower Corp

Real Estate
107K
+ 2.06%
$179.4 - $232.01 $19.3M - $24.9M
5.32M $975M
FNDF
Schwab Fundamental Intl Large

ETFs
10.1M
+ 7.3%
$32.92 - $37.15 $332M - $374M
148M $4.92B
AMD
Advanced Micro Devices Inc

Technology
426K
+ 4.41%
$118.88 - $172.8 $50.7M - $73.6M
10.1M $1.22B
UNH
Unitedhealth Group Inc

Healthcare
182K
+ 3.02%
$485.52 - $625.25 $88.5M - $114M
6.22M $3.15B
LLY
Eli Lilly & CO

Healthcare
200K
+ 4.13%
$727.2 - $932.06 $145M - $186M
5.04M $3.89B
Activity Summary
Buys All Purchases 2374 New Holdings 79 Increased Positions 2295 Sells All Sells 827 Reductions 827 Sold out 0 Options Calls 0 Puts 0
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