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
TGI
Triumph Group Inc

Industrials
39.7K
+ 5.66%
$18.35 - $25.5 $729K - $1.01M
742K $18.8M
JKHY
Henry Jack & Associates Inc

Technology
6.34K
+ 1.02%
$166.47 - $191.28 $1.06M - $1.21M
626K $114M
WOR
Worthington Industries Inc

Industrials
6.76K
+ 1.27%
$38.95 - $51.6 $263K - $349K
540K $27.1M
KHC
Kraft Heinz CO

Consumer Defensive
236K
+ 4.22%
$28.51 - $32.22 $6.73M - $7.61M
5.84M $178M
CWEN
Clearway Energy, Inc.

Utilities
16.7K
+ 1.4%
$24.63 - $30.42 $410K - $507K
1.21M $36.5M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
6.37K
+ 1.0%
$73.82 - $89.02 $470K - $567K
642K $55.2M
VSEC
Vse Corp

Industrials
6.6K
+ 3.51%
$90.47 - $125.62 $597K - $829K
195K $23.4M
CHKP
Check Point Software Technologies LTD

Technology
5.27K
+ 5.17%
$179.88 - $231.31 $947K - $1.22M
107K $24.4M
ORI
Old Republic International Corp

Financial Services
4.29K
+ 0.25%
$33.46 - $39.22 $143K - $168K
1.7M $66.5M
OHI
Omega Healthcare Investors Inc

Real Estate
115K
+ 2.88%
$35.7 - $38.33 $4.09M - $4.4M
4.1M $156M
LTC
Ltc Properties Inc

Real Estate
127K
+ 15.39%
$33.46 - $36.14 $4.24M - $4.58M
949K $33.7M
OGS
One Gas, Inc.

Utilities
2.68K
+ 0.34%
$67.77 - $76.05 $182K - $204K
786K $59.4M
WAT
Waters Corp

Healthcare
16.5K
+ 4.15%
$362.16 - $417.28 $5.99M - $6.9M
415K $153M
SEB
Seaboard Corp

Industrials
1.32K
+ 22.83%
$2422.16 - $2992.67 $3.21M - $3.96M
7.12K $19.2M
EC
Ecopetrol S.A.

Energy
321K
+ 46.11%
$8.22 - $10.94 $2.64M - $3.51M
1.02M $10.6M
OZK
Bank Ozk

Financial Services
220K
+ 5.33%
$41.71 - $53.1 $9.19M - $11.7M
4.35M $189M
CPNG
Coupang, Inc.

Consumer Cyclical
233K
+ 25.5%
$21.34 - $25.52 $4.97M - $5.95M
1.15M $25.2M
SAP
Sap Se

Technology
12.4K
+ 16.16%
$241.4 - $293.69 $2.98M - $3.63M
88.9K $23.9M
BHF
Brighthouse Financial, Inc.

Financial Services
24K
+ 6.61%
$45.74 - $62.97 $1.1M - $1.51M
387K $22.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
383K
+ 4.82%
$20.7 - $21.15 $7.93M - $8.1M
8.32M $172M
IAC
Iac/Inter Active Corp

Communication Services
47.9K
+ 4.96%
$41.0 - $50.0 $1.97M - $2.4M
1.02M $46.6M
BNL
Broadstone Net Lease, Inc.

Real Estate
68.2K
+ 2.22%
$15.2 - $17.25 $1.04M - $1.18M
3.15M $53.6M
GPOR
Gulfport Energy Corp

Energy
25.9K
+ 24.68%
$159.2 - $196.22 $4.12M - $5.08M
131K $24.1M
FCX
Freeport Mcmoran Inc

Basic Materials
174K
+ 2.05%
$34.5 - $43.01 $5.99M - $7.47M
8.66M $328M
OTTR
Otter Tail Corp

Utilities
14.8K
+ 2.76%
$72.43 - $83.38 $1.07M - $1.23M
551K $44.3M
NOMD
Nomad Foods LTD

Consumer Defensive
70.3K
+ 6.17%
$15.61 - $20.54 $1.1M - $1.44M
1.21M $23.8M
GTN
Gray Television Inc

Communication Services
734K
+ 60.05%
$3.21 - $5.19 $2.36M - $3.81M
1.96M $8.45M
PRVA
Privia Health Group, Inc.

Healthcare
58.5K
+ 5.16%
$19.64 - $25.69 $1.15M - $1.5M
1.19M $26.8M
NVS
Novartis Ag

Healthcare
20.2K
+ 12.19%
$97.14 - $115.57 $1.96M - $2.33M
186K $20.7M
RMD
Resmed Inc

Healthcare
41.1K
+ 4.3%
$219.7 - $257.65 $9.03M - $10.6M
998K $223M
SSRM
Ssr Mining Inc.

Basic Materials
30.9K
+ 2.24%
$7.06 - $11.21 $218K - $346K
1.41M $14.1M
ALGM
Allegro Microsystems, Inc.

Technology
31.6K
+ 2.78%
$21.77 - $28.31 $687K - $894K
1.17M $29.3M
LUV
Southwest Airlines CO

Industrials
136K
+ 3.94%
$28.18 - $34.84 $3.84M - $4.75M
3.6M $121M
PGNY
Progyny, Inc.

Healthcare
51.8K
+ 8.13%
$17.43 - $23.88 $903K - $1.24M
689K $15.4M
BRX
Brixmor Property Group Inc.

Real Estate
190K
+ 3.83%
N/A
5.14M $117M
HSBC
Hsbc Holdings PLC

Financial Services
38.3K
+ 14.68%
$48.68 - $61.58 $1.87M - $2.36M
299K $17.2M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
9.2K
+ 0.95%
$42.3 - $53.69 $389K - $494K
981K $51M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
195K
+ 23.33%
$11.66 - $14.98 $2.28M - $2.92M
1.03M $14.1M
WMK
Weis Markets Inc

Consumer Defensive
4.2K
+ 1.0%
$62.92 - $82.56 $264K - $347K
424K $32.7M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
176K
+ 51.61%
N/A
516K $12.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
27K
+ 1.7%
$69.87 - $75.62 $1.89M - $2.04M
1.61M $117M
CWENA
Clearway Energy Inc Cl A
120K
+ 12.59%
N/A
1.07M $37.1M
SAN
Banco Santander, S.A.

Financial Services
253K
+ 22.3%
$4.46 - $7.14 $1.13M - $1.81M
1.39M $9.3M
CNHI
Cnh Industrial N.V.

Industrials
395K
+ 1.92%
N/A
21M $219M
SONY
Sony Group Corp

Technology
81.7K
+ 16.98%
$19.88 - $25.64 $1.62M - $2.09M
563K $14.3M
DOCS
Doximity, Inc.

Healthcare
8.39K
+ 1.08%
$49.71 - $83.14 $417K - $698K
787K $45.7M
DAN
Dana Inc

Consumer Cyclical
69.8K
+ 3.91%
$11.27 - $16.88 $787K - $1.18M
1.85M $24.7M
LPI
Laredo Petroleum, Inc.

Energy
83.8K
+ 16.6%
N/A
589K $28.6M
SSP
E.W. Scripps CO

Communication Services
1.17M
+ 155.04%
$1.41 - $3.36 $1.65M - $3.93M
1.93M $5.7M
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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