Charles Schwab Investment Management Inc Reduced Holdings in Q4 2024

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LITE
Lumentum Holdings Inc.

Technology
-121
- 0.02%
$61.49 - $94.9 $7.44K - $11.5K
738K $62M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-6.99K
- 0.75%
$78.5 - $102.01 $549K - $713K
928K $91.7M
IDCC
Inter Digital, Inc.

Communication Services
-299
- 0.1%
$142.61 - $200.59 $42.6K - $60K
309K $59.8M
FHN
First Horizon Corp

Financial Services
-27.4K
- 0.76%
$14.91 - $21.42 $409K - $587K
3.58M $72.1M
IP
International Paper CO

Consumer Cyclical
-16.8K
- 0.47%
$46.64 - $59.57 $784K - $1M
3.56M $192M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-9.07K
- 0.72%
$60.38 - $78.79 $547K - $714K
1.26M $94.8M
JEF
Jefferies Financial Group Inc.

Financial Services
-19.4K
- 1.66%
$61.95 - $81.75 $1.2M - $1.59M
1.15M $90.3M
XPO
Xpo Logistics, Inc.

Industrials
-11.5K
- 1.28%
$105.35 - $158.2 $1.21M - $1.82M
888K $116M
SUM
Summit Materials, Inc.

Basic Materials
-5.63K
- 0.32%
$36.82 - $51.66 $207K - $291K
1.75M $88.4M
CXW
Core Civic, Inc.

Real Estate
-104K
- 4.18%
$12.43 - $23.94 $1.29M - $2.48M
2.38M $51.7M
DTM
Dt Midstream, Inc.

Energy
-13.5K
- 1.17%
$78.85 - $108.56 $1.06M - $1.46M
1.14M $114M
WSM
Williams Sonoma Inc

Consumer Cyclical
-10.9K
- 1.31%
$129.13 - $198.21 $1.41M - $2.17M
822K $152M
EXEL
Exelixis, Inc.

Healthcare
-21.3K
- 0.65%
$25.39 - $36.46 $540K - $775K
3.25M $108M
BILL
Bill.Com Holdings, Inc.

Technology
-23.9K
- 2.67%
$51.23 - $97.41 $1.22M - $2.33M
872K $73.9M
EAT
Brinker International, Inc

Consumer Cyclical
-53K
- 7.96%
$78.76 - $137.19 $4.17M - $7.27M
613K $81M
VST
Vistra Corp.

Utilities
-33.7K
- 1.57%
$115.74 - $166.61 $3.9M - $5.61M
2.11M $291M
GEO
Geo Group Inc

Real Estate
-209K
- 6.97%
$12.83 - $29.2 $2.68M - $6.11M
2.79M $78.1M
SYF
Synchrony Financial

Financial Services
-101K
- 2.86%
$49.01 - $68.55 $4.97M - $6.95M
3.45M $224M
TWLO
Twilio Inc

Communication Services
-21.4K
- 1.71%
$63.73 - $114.96 $1.36M - $2.46M
1.23M $133M
MCK
Mckesson Corp

Healthcare
-5.59K
- 0.67%
$482.27 - $628.5 $2.69M - $3.51M
834K $475M
GM
General Motors CO

Consumer Cyclical
-157K
- 1.62%
$44.82 - $60.2 $7.05M - $9.46M
9.52M $507M
C
Citigroup Inc

Financial Services
-57.9K
- 0.41%
$61.31 - $72.5 $3.55M - $4.2M
14.2M $1B
KMI
Kinder Morgan, Inc.

Energy
-450K
- 1.46%
$22.59 - $28.54 $10.2M - $12.8M
30.3M $830M
BMY
Bristol Myers Squibb CO

Healthcare
-730K
- 1.2%
$51.92 - $59.94 $37.9M - $43.8M
60.3M $3.41B
WFC
Wells Fargo & Company

Financial Services
-217K
- 0.96%
$54.98 - $77.35 $11.9M - $16.8M
22.3M $1.57B
CSCO
Cisco Systems, Inc.

Technology
-2.2M
- 2.66%
$52.45 - $60.02 $115M - $132M
80.5M $4.77B
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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