Charles Schwab Investment Management Inc New Holdings in Q2 2025

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LARK
Landmark Bancorp Inc

Financial Services
13.6K
New
$23.95 - $30.54 $325K - $414K
13.6K $358K
LAKE
Lakeland Industries Inc

Consumer Cyclical
26.3K
New
$12.81 - $20.63 $337K - $542K
26.3K $357K
OVBC
Ohio Valley Banc Corp

Financial Services
11K
New
$27.46 - $38.9 $301K - $426K
11K $353K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
21.1K
New
$15.38 - $18.23 $324K - $384K
21.1K $351K
UBFO
United Security Bancshares

Financial Services
40.5K
New
$7.56 - $9.34 $306K - $378K
40.5K $349K
SYNL
Synalloy Corp
24K
New
N/A
24K $347K
KGEIF
Kolibri Global Energy Inc.
88.8K
New
N/A
88.8K $342K
FRD
Friedman Industries Inc

Basic Materials
19.4K
New
$13.71 - $17.55 $266K - $340K
19.4K $320K
RVSB
Riverview Bancorp Inc

Financial Services
57.2K
New
$5.33 - $6.5 $305K - $372K
57.2K $314K
TOI
Oncology Institute, Inc.

Healthcare
148K
New
$1.26 - $3.31 $186K - $488K
148K $302K
CSPI
Csp Inc

Technology
23.1K
New
$10.68 - $17.14 $247K - $396K
23.1K $298K
WHG
Westwood Holdings Group Inc

Financial Services
18.3K
New
$14.63 - $17.62 $268K - $323K
18.3K $286K
NVCT
Nuvectis Pharma, Inc.

Healthcare
38K
New
$7.47 - $10.96 $284K - $416K
38K $283K
AREN
Arena Group Holdings, Inc.

Communication Services
45.6K
New
$1.79 - $9.76 $81.5K - $445K
45.6K $282K
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
175K
New
$1.35 - $3.07 $236K - $537K
175K $259K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.83K
New
$24.98 - $25.66 $246K - $252K
9.83K $251K
VOXCF
Vox Royalty Corp.
101K
New
N/A
101K $246K
VONE
Vanguard Russell 1000 ETF

ETFs
823
New
$225.48 - $280.86 $186K - $231K
823 $231K
CXDO
Crexendo, Inc.

Communication Services
36.3K
New
$4.12 - $6.07 $149K - $220K
36.3K $220K
DERM
Journey Medical Corp

Healthcare
30.5K
New
$5.97 - $8.07 $182K - $246K
30.5K $218K
TCI
Transcontinental Realty Investors Inc

Real Estate
4.78K
New
$27.07 - $45.03 $129K - $215K
4.78K $203K
LUCD
Lucid Diagnostics Inc.

Healthcare
175K
New
$1.09 - $1.65 $191K - $289K
175K $201K
NANX
Nanophase Technologies Corp

Basic Materials
47.4K
New
$1.68 - $3.96 $79.6K - $188K
47.4K $178K
TKNO
Alpha Teknova, Inc.

Healthcare
34.3K
New
$4.51 - $7.06 $155K - $242K
34.3K $168K
PNBK
Patriot National Bancorp Inc

Financial Services
110K
New
$0.9 - $6.71 $98.6K - $735K
110K $166K
VIGL
Vigil Neuroscience, Inc.

Healthcare
20.6K
New
$1.4 - $7.95 $28.9K - $164K
20.6K $164K
SIEB
Siebert Financial Corp

Financial Services
35.2K
New
$2.58 - $5.44 $90.8K - $191K
35.2K $155K
TZOO
Travelzoo

Communication Services
20K
New
N/A
20K $150K
OPAL
Opal Fuels Inc.

Utilities
58.9K
New
$1.3 - $3.8 $76.5K - $224K
58.9K $142K
RBKB
Rhinebeck Bancorp, Inc.

Financial Services
11.3K
New
$9.64 - $12.41 $109K - $141K
11.3K $132K
ELA
Envela Corp

Consumer Cyclical
20K
New
$5.48 - $6.98 $110K - $140K
20K $122K
Satellogic Inc
173K
New
N/A
173K $0
Sound Finl Bancorp Inc
6.41K
New
N/A
6.41K $0
Bk Technologies Corporation
6.76K
New
N/A
6.76K $0
Better Home & Finance Holdin
12.1K
New
N/A
12.1K $0
Spirit Aviation Hldgs Inc
39.9K
New
N/A
39.9K $0
Sr Bancorp Inc
23.6K
New
N/A
23.6K $0
Starz Entertainment Corp.
81.6K
New
N/A
81.6K $0
Benitec Biopharma Inc
45.3K
New
N/A
45.3K $0
Synchronoss Technologies Inc
31.6K
New
N/A
31.6K $0
Bright Minds Biosciences Inc
11.6K
New
N/A
11.6K $0
Smartstop Self Storag Reit I
443K
New
N/A
443K $0
Sb Finl Group Inc
18.2K
New
N/A
18.2K $0
Complete Solaria Inc
151K
New
N/A
151K $0
Circle Internet Group Inc
123K
New
N/A
123K $0
Cidara Therapeutics Inc
49.4K
New
N/A
49.4K $0
Schwab Strategic Tr
202M
New
N/A
202M $0
Cf Bankshares Inc
12K
New
N/A
12K $0
Seres Therapeutics Inc
34.9K
New
N/A
34.9K $0
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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