Charles Schwab Investment Management Inc Reduced Holdings in Q1 2025

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCSI
Consensus Cloud Solutions, Inc.

Technology
-5.68K
- 3.01%
$23.08 - $30.44 $131K - $173K
183K $4.22M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-292
- 5.37%
$307.43 - $357.48 $89.8K - $104K
5.15K $1.59M
CLBK
Columbia Financial, Inc.

Financial Services
-5.68K
- 2.46%
$14.76 - $16.27 $83.8K - $92.3K
225K $3.37M
UWMC
Uwm Holdings Corp

Financial Services
-5.87K
- 1.01%
$5.43 - $6.63 $31.9K - $38.9K
575K $3.14M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
-2.16K
- 1.09%
$9.88 - $12.56 $21.3K - $27.1K
196K $2.02M
BJRI
B Js Restaurants Inc

Consumer Cyclical
-1.71K
- 0.72%
$31.53 - $38.63 $54K - $66.1K
235K $8.06M
FRPH
Frp Holdings, Inc.

Real Estate
-1.43K
- 1.31%
$27.55 - $31.52 $39.4K - $45K
108K $3.08M
LRMR
Larimar Therapeutics, Inc.

Healthcare
-24.7K
- 19.72%
$2.15 - $4.18 $53K - $103K
100K $215K
AMPY
Amplify Energy Corp.

Energy
-35
- 0.03%
$3.72 - $6.53 $130 - $229
113K $423K
KLTR
Kaltura Inc

Technology
-16.5K
- 2.37%
$1.82 - $2.78 $30K - $45.8K
678K $1.27M
GBIO
Generation Bio Co.

Healthcare
-10.6K
- 2.88%
$0.4 - $1.15 $4.23K - $12.2K
356K $142K
SAIC
Science Applications International Corp

Technology
-4.39K
- 0.87%
$95.77 - $119.82 $420K - $526K
502K $56.3M
VIS
Vanguard Industrial ETF

ETFs
-827
- 14.59%
$243.63 - $273.99 $201K - $227K
4.84K $1.2M
HEAR
Turtle Beach Corp

Technology
-3.05K
- 5.9%
$13.56 - $19.26 $41.4K - $58.7K
48.7K $660K
LOVE
Lovesac CO

Consumer Cyclical
-10
- 0.02%
$15.5 - $27.15 $155 - $272
41.5K $754K
RBBN
Ribbon Communications Inc.

Communication Services
-13K
- 1.71%
$3.78 - $5.14 $49.1K - $66.7K
748K $2.93M
SWIM
Latham Group, Inc.

Industrials
-8.19K
- 2.4%
$5.46 - $7.53 $44.7K - $61.7K
332K $2.14M
IPSC
Century Therapeutics, Inc.

Healthcare
-87K
- 24.31%
$0.48 - $1.11 $41.8K - $96.6K
271K $129K
ALXO
Alx Oncology Holdings Inc

Healthcare
-5.66K
- 2.61%
$0.62 - $1.86 $3.51K - $10.5K
211K $130K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-4.76K
- 3.89%
$32.39 - $34.01 $154K - $162K
118K $3.81M
SRG
Seritage Growth Properties

Real Estate
-7.56K
- 3.32%
$3.23 - $4.21 $24.4K - $31.8K
220K $711K
LADR
Ladder Capital Corp

Real Estate
-52.2K
- 3.11%
$10.81 - $11.87 $564K - $619K
1.63M $18.6M
OFLX
Omega Flex, Inc.

Industrials
-599
- 2.13%
$34.78 - $41.97 $20.8K - $25.1K
27.5K $957K
GDRX
Good Rx Holdings, Inc.

Healthcare
-19.6K
- 3.65%
$4.15 - $5.13 $81.5K - $101K
519K $2.29M
EVCM
Ever Commerce Inc.

Technology
-5.73K
- 3.4%
$8.95 - $11.02 $51.2K - $63.1K
163K $1.64M
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
-15.4K
- 10.06%
$1.45 - $3.08 $22.3K - $47.3K
137K $200K
OLP
One Liberty Properties Inc

Real Estate
-3.1K
- 2.39%
$25.14 - $27.51 $78K - $85.4K
127K $3.33M
IRMD
Iradimed Corp

Healthcare
-770
- 1.17%
$51.44 - $62.67 $39.6K - $48.3K
65.1K $3.41M
GRNT
Granite Ridge Resources, Inc.
-11.3K
- 2.55%
$5.29 - $6.89 $59.7K - $77.8K
432K $2.62M
SHBI
Shore Bancshares Inc

Financial Services
-60
- 0.07%
$13.21 - $16.75 $793 - $1.01K
86.7K $1.17M
LAW
Cs Disco, Inc.

Technology
-4.38K
- 2.15%
$4.09 - $5.49 $17.9K - $24.1K
200K $816K
LYTS
Lsi Industries Inc

Technology
-65
- 0.08%
$17.0 - $24.72 $1.11K - $1.61K
81.8K $1.39M
CZFS
Citizens Financial Services Inc

Financial Services
-111
- 0.3%
$55.78 - $65.06 $6.19K - $7.22K
36.4K $2.11M
MYPS
Playstudios, Inc.

Communication Services
-40.5K
- 16.29%
$1.15 - $1.95 $46.6K - $79K
208K $264K
TBPH
Theravance Biopharma, Inc.

Healthcare
-6.22K
- 2.12%
$8.44 - $10.47 $52.5K - $65.1K
288K $2.57M
SKIN
Beauty Health CO

Consumer Defensive
-17.8K
- 2.59%
$1.16 - $1.9 $20.6K - $33.8K
671K $898K
STNE
Stone Co Ltd.

Technology
-243K
- 25.9%
$7.85 - $11.45 $1.91M - $2.79M
696K $7.3M
LYEL
Lyell Immunopharma, Inc.

Healthcare
-41.1K
- 2.5%
$0.48 - $0.74 $19.7K - $30.4K
1.6M $866K
TFSL
Tfs Financial Corp

Financial Services
-10.6K
- 3.32%
$12.02 - $13.88 $128K - $148K
309K $3.83M
SCWO
374 Water Inc.

Industrials
-14.5K
- 3.03%
$0.31 - $0.7 $4.49K - $10.1K
464K $157K
OBE
Obsidian Energy Ltd.

Energy
-29.5K
- 18.82%
$4.93 - $6.11 $145K - $180K
127K $745K
VHT
Vanguard Health Care ETF

ETFs
-785
- 20.07%
$254.06 - $273.83 $199K - $215K
3.13K $827K
ABSI
Absci Corp

Healthcare
-33.2K
- 4.55%
$2.51 - $5.82 $83.2K - $193K
696K $1.75M
ADTN
Adtran Inc

Technology
-52.6K
- 6.95%
$8.49 - $11.83 $447K - $623K
704K $6.14M
ACTG
Acacia Research Corp

Industrials
-6.95K
- 5.68%
$3.2 - $4.44 $22.2K - $30.9K
115K $369K
BWMN
Bowman Consulting Group Ltd.

Industrials
-1.67K
- 4.18%
$18.39 - $26.53 $30.8K - $44.4K
38.4K $837K
VEL
Velocity Financial, Inc.

Financial Services
-4.75K
- 5.94%
$18.39 - $20.48 $87.3K - $97.2K
75.1K $1.41M
CCNE
Cnb Financial Corp

Financial Services
-5
- 0.01%
$22.16 - $26.66 $111 - $133
58.4K $1.3M
CIO
City Office Reit, Inc.

Real Estate
-7.94K
- 2.38%
$4.81 - $5.52 $38.2K - $43.9K
326K $1.69M
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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