Charles Schwab Investment Management Inc Incresed Positions in Q1 2025

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WTRG
Essential Utilities, Inc.

Utilities
31.9K
+ 1.54%
$33.49 - $40.57 $1.07M - $1.29M
2.1M $83.2M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
64K
+ 2.52%
$17.15 - $21.07 $1.1M - $1.35M
2.6M $52M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
211K
+ 10.38%
$12.68 - $17.71 $2.68M - $3.74M
2.25M $35.2M
PLMR
Palomar Holdings, Inc.

Financial Services
1.31K
+ 0.55%
$101.51 - $137.08 $133K - $180K
241K $33.1M
RYN
Rayonier Inc

Real Estate
118K
+ 4.76%
$24.95 - $28.24 $2.95M - $3.34M
2.61M $72.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
327K
+ 1.63%
$22.25 - $23.0 $7.28M - $7.52M
20.4M $469M
PAYC
Paycom Software, Inc.

Technology
4.27K
+ 0.86%
$199.42 - $225.82 $852K - $965K
502K $110M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
42.4K
+ 2.59%
$65.44 - $70.64 $2.77M - $2.99M
1.68M $115M
FRGE
Forge Global Holdings, Inc.

Technology
116K
+ 13.12%
$0.55 - $8.43 $63.5K - $974K
996K $8.4M
SSNC
Ss&C Technologies Holdings Inc

Technology
13.5K
+ 1.63%
$74.75 - $89.13 $1.01M - $1.21M
844K $70.5M
FFIV
F5, Inc.

Technology
571
+ 0.11%
$251.75 - $310.6 $144K - $177K
499K $133M
WU
Western Union CO

Financial Services
728K
+ 5.83%
$10.24 - $11.62 $7.46M - $8.46M
13.2M $140M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
110K
+ 9.88%
$54.94 - $69.15 $6.06M - $7.62M
1.23M $70.6M
TAP
Molson Coors Beverage CO

Consumer Defensive
20.3K
+ 1.21%
$52.44 - $62.91 $1.07M - $1.28M
1.7M $104M
AVA
Avista Corp

Utilities
13.5K
+ 1.08%
$35.2 - $41.87 $477K - $567K
1.27M $53M
REXR
Rexford Industrial Realty, Inc.

Real Estate
147K
+ 5.29%
$37.17 - $41.44 $5.47M - $6.1M
2.93M $115M
KRYS
Krystal Biotech, Inc.

Healthcare
7.34K
+ 3.02%
$142.64 - $194.44 $1.05M - $1.43M
251K $45.2M
ADMA
Adma Biologics, Inc.

Healthcare
21.7K
+ 0.89%
$15.44 - $20.61 $335K - $447K
2.46M $48.8M
NSC
Norfolk Southern Corp

Industrials
16.4K
+ 1.16%
$227.69 - $259.76 $3.74M - $4.26M
1.43M $339M
OGE
Oge Energy Corp.

Utilities
11.9K
+ 0.88%
$39.76 - $46.32 $472K - $550K
1.36M $62.6M
LNTH
Lantheus Holdings, Inc.

Healthcare
1.9K
+ 0.23%
$78.23 - $110.01 $148K - $209K
816K $79.7M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
60.7K
+ 4.01%
$24.39 - $35.22 $1.48M - $2.14M
1.57M $46.7M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.5K
+ 2.88%
$1227.6 - $1458.46 $1.84M - $2.18M
53.4K $72.1M
MARA
Marathon Digital Holdings, Inc.

Financial Services
294K
+ 9.71%
N/A
3.32M $75M
HE
Hawaiian Electric Industries Inc

Utilities
216K
+ 6.23%
$8.18 - $11.46 $1.77M - $2.48M
3.69M $40.4M
DLTR
Dollar Tree, Inc.

Consumer Defensive
85.5K
+ 6.17%
$61.92 - $76.95 $5.29M - $6.58M
1.47M $110M
NNN
National Retail Properties, Inc.

Real Estate
43.3K
+ 1.67%
$38.0 - $43.19 $1.65M - $1.87M
2.64M $113M
VB
Vanguard Small Cap ETF

ETFs
175K
+ 10.04%
$217.89 - $252.64 $38.2M - $44.3M
1.92M $427M
MIDD
Middleby Corp

Industrials
4.61K
+ 1.33%
$133.93 - $172.89 $618K - $798K
353K $53.6M
IMO
Imperial Oil LTD

Energy
11.5K
+ 2.21%
$62.41 - $73.34 $720K - $847K
534K $38.6M
CTRE
Care Trust Reit, Inc.

Real Estate
68.7K
+ 2.38%
$24.93 - $29.13 $1.71M - $2M
2.96M $84.6M
LXP
Lxp Industrial Trust

Real Estate
407K
+ 7.63%
$7.72 - $9.22 $3.14M - $3.75M
5.74M $49.6M
QRVO
Qorvo, Inc.

Technology
57.8K
+ 6.96%
$69.12 - $90.57 $4M - $5.24M
889K $64.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
124K
+ 18.48%
$49.42 - $50.43 $6.11M - $6.24M
793K $39.7M
CCK
Crown Holdings Inc

Consumer Cyclical
9.86K
+ 1.21%
$78.77 - $91.74 $777K - $904K
822K $73.4M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
193K
+ 12.2%
$10.52 - $13.61 $2.03M - $2.63M
1.78M $22.7M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
49.4K
+ 2.28%
$73.11 - $77.43 $3.61M - $3.83M
2.22M $168M
LPLA
Lpl Financial Holdings Inc.

Financial Services
18.3K
+ 5.44%
$308.87 - $383.33 $5.64M - $7M
354K $116M
IRT
Independence Realty Trust, Inc.

Real Estate
57.1K
+ 1.6%
$18.23 - $21.8 $1.04M - $1.24M
3.62M $76.8M
ERIE
Erie Indemnity CO

Financial Services
12.1K
+ 7.71%
$377.62 - $450.61 $4.58M - $5.46M
169K $71M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
79.8K
+ 6.4%
$19.53 - $25.74 $1.56M - $2.06M
1.33M $32.2M
SNEX
Stone X Group Inc.

Financial Services
159K
+ 56.23%
$76.12 - $126.89 $12.1M - $20.2M
442K $33.8M
SKY
Skyline Champion Corp

Consumer Cyclical
15.8K
+ 2.31%
$85.72 - $108.14 $1.35M - $1.71M
698K $66.1M
WSBC
Wesbanco Inc

Financial Services
239K
+ 27.38%
$30.36 - $37.08 $7.25M - $8.85M
1.11M $34.4M
SHEL
Shell PLC

Energy
52.5K
+ 26.29%
$62.84 - $73.29 $3.3M - $3.85M
252K $18.5M
FTS
Fortis Inc.

Utilities
5.27K
+ 0.38%
$40.49 - $45.58 $213K - $240K
1.41M $64.1M
BEKE
Ke Holdings Inc.

Real Estate
205K
+ 19.05%
$16.38 - $25.09 $3.36M - $5.15M
1.28M $25.8M
BERY
Berry Global Group, Inc.

Consumer Cyclical
21K
+ 2.48%
$64.35 - $73.03 $1.35M - $1.53M
868K $60.6M
PBA
Pembina Pipeline Corp

Energy
25.3K
+ 1.63%
$35.13 - $40.12 $888K - $1.01M
1.57M $62.9M
Activity Summary
Buys All Purchases 1941 New Holdings 63 Increased Positions 1878 Sells All Sells 1324 Reductions 1324 Sold out 0 Options Calls 0 Puts 0
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