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
TD
Toronto Dominion Bank

Financial Services
-184K
- 3.64%
$53.12 - $61.15 $9.79M - $11.3M
4.88M $293M
AFL
Aflac Inc

Financial Services
-3.58K
- 0.11%
$100.99 - $111.19 $361K - $398K
3.22M $358M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-22.1K
- 1.16%
$106.31 - $123.73 $2.35M - $2.74M
1.89M $234M
KMI
Kinder Morgan, Inc.

Energy
-313K
- 1.03%
$26.1 - $31.22 $8.17M - $9.77M
30M $855M
BK
Bank Of New York Mellon Corp

Financial Services
-97.1K
- 2.0%
$75.42 - $88.95 $7.32M - $8.63M
4.75M $399M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-34.3K
- 1.92%
$47.74 - $65.16 $1.64M - $2.24M
1.75M $112M
TRV
Travelers Companies, Inc.

Financial Services
-22.2K
- 1.46%
$232.43 - $265.13 $5.16M - $5.88M
1.5M $397M
AEM
Agnico Eagle Mines LTD

Basic Materials
-25.2K
- 2.15%
$79.66 - $108.41 $2.01M - $2.73M
1.15M $124M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-11K
- 1.21%
$81.78 - $131.92 $898K - $1.45M
896K $118M
JPM
Jpmorgan Chase & CO

Financial Services
-257K
- 1.28%
$225.19 - $279.95 $57.9M - $71.9M
19.8M $4.87B
AIG
American International Group, Inc.

Financial Services
-91.6K
- 2.1%
$70.5 - $86.94 $6.46M - $7.96M
4.26M $370M
FNDC
Schwab Fundamental Intl Small

ETFs
-1.24M
- 2.57%
$33.34 - $37.44 $41.2M - $46.3M
46.8M $1.69B
MMM
3 M CO

Industrials
-44.9K
- 1.26%
$129.7 - $155.12 $5.83M - $6.97M
3.53M $519M
CB
Chubb LTD

Financial Services
-368
- 0.02%
$257.71 - $301.99 $94.8K - $111K
2.23M $675M
CSCO
Cisco Systems, Inc.

Technology
-2.34M
- 2.9%
$58.74 - $64.87 $137M - $152M
78.2M $4.82B
CORT
Corcept Therapeutics Inc

Healthcare
-19.8K
- 1.89%
$49.85 - $114.22 $989K - $2.27M
1.03M $118M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.78M
- 1.44%
$28.11 - $32.0 $50.1M - $57M
122M $3.75B
IBM
International Business Machines Corp

Technology
-35.4K
- 0.53%
$217.4 - $264.74 $7.69M - $9.37M
6.63M $1.65B
T
At&T Inc.

Communication Services
-684K
- 1.29%
$21.56 - $28.28 $14.7M - $19.3M
52.4M $1.48B
AMGN
Amgen Inc

Healthcare
-1M
- 7.57%
$258.59 - $327.36 $259M - $327M
12.2M $3.8B
KO
Coca Cola CO

Consumer Defensive
-3.89M
- 5.24%
$60.81 - $72.32 $236M - $281M
70.3M $5.03B
ABBV
Abb Vie Inc.

Healthcare
-2.17M
- 7.91%
$169.2 - $216.66 $367M - $470M
25.3M $5.29B
PM
Philip Morris International Inc.

Consumer Defensive
-20.9K
- 0.16%
$117.15 - $158.79 $2.44M - $3.31M
13.4M $2.13B
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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