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
LPX
Louisiana Pacific Corp

Industrials
-16.4K
- 2.5%
$89.37 - $118.15 $1.47M - $1.94M
638K $58.7M
INSP
Inspire Medical Systems, Inc.

Healthcare
-8.32K
- 2.81%
$157.24 - $215.42 $1.31M - $1.79M
288K $45.9M
PEGA
Pegasystems Inc

Technology
-23.1K
- 7.43%
$68.14 - $112.29 $1.58M - $2.6M
288K $20M
GERN
Geron Corp

Healthcare
-72.8K
- 1.61%
$1.59 - $3.6 $116K - $262K
4.45M $7.08M
ZWS
Zurn Water Solutions Corp

Industrials
-15.8K
- 0.82%
$32.38 - $39.44 $512K - $624K
1.92M $63.3M
DYN
Dyne Therapeutics, Inc.

Healthcare
-13.3K
- 2.0%
$10.46 - $25.46 $139K - $339K
654K $6.84M
ZETA
Zeta Global Holdings Corp.

Technology
-50.4K
- 2.74%
$13.56 - $24.69 $684K - $1.25M
1.79M $24.3M
BMI
Badger Meter Inc

Technology
-5.59K
- 1.6%
$189.49 - $221.51 $1.06M - $1.24M
345K $65.6M
JOBY
Joby Aviation, Inc.

Industrials
-81.8K
- 2.1%
$5.99 - $10.27 $490K - $840K
3.81M $23M
WBS
Webster Financial Corp

Financial Services
-60.4K
- 4.0%
$47.55 - $61.41 $2.87M - $3.71M
1.45M $74.6M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-142K
- 7.12%
$3.33 - $7.79 $472K - $1.1M
1.85M $6.15M
TPC
Tutor Perini Corp

Industrials
-331K
- 40.7%
$21.51 - $29.39 $7.11M - $9.72M
482K $11.2M
NEO
Neogenomics Inc

Healthcare
-34.5K
- 2.97%
$9.09 - $18.61 $313K - $641K
1.13M $10.7M
BSY
Bentley Systems Inc

Technology
-16.7K
- 1.59%
$39.34 - $47.7 $659K - $799K
1.04M $40.8M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-89.9K
- 3.8%
$11.76 - $15.2 $1.06M - $1.37M
2.27M $26.7M
ATI
Allegheny Technologies Inc

Industrials
-70.5K
- 4.51%
$50.0 - $65.86 $3.53M - $4.65M
1.49M $77.7M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-5.62K
- 1.1%
$61.31 - $83.44 $345K - $469K
504K $30.9M
BHE
Benchmark Electronics Inc

Technology
-66.9K
- 8.48%
$37.74 - $48.97 $2.52M - $3.27M
722K $27.4M
RIG
Transocean Ltd.

Energy
-343K
- 2.75%
$2.67 - $4.28 $916K - $1.47M
12.1M $38.4M
VERX
Vertex, Inc.

Technology
-5.93K
- 1.35%
$31.15 - $58.95 $185K - $350K
433K $15.2M
CROX
Crocs, Inc.

Consumer Cyclical
-55.1K
- 7.71%
$88.83 - $112.59 $4.9M - $6.21M
660K $70.1M
IONS
Ionis Pharmaceuticals Inc

Healthcare
-37.8K
- 2.55%
$30.17 - $34.97 $1.14M - $1.32M
1.44M $43.6M
ROAD
Construction Partners, Inc.

Industrials
-7.37K
- 1.59%
$67.61 - $93.18 $498K - $687K
456K $32.7M
CARG
Car Gurus, Inc.

Communication Services
-3.73K
- 0.35%
$28.82 - $40.55 $107K - $151K
1.07M $31.2M
MTX
Minerals Technologies Inc

Basic Materials
-16.4K
- 2.95%
$63.57 - $77.67 $1.04M - $1.27M
539K $34.3M
AKR
Acadia Realty Trust

Real Estate
-54.9K
- 2.55%
$20.95 - $24.75 $1.15M - $1.36M
2.1M $43.9M
AZTA
Azenta, Inc.

Healthcare
-27.3K
- 5.91%
$34.61 - $54.75 $944K - $1.49M
434K $15M
HLI
Houlihan Lokey, Inc.

Financial Services
-4.19K
- 0.69%
$154.43 - $187.4 $647K - $785K
599K $96.7M
VERA
Vera Therapeutics, Inc.

Healthcare
-5.73K
- 1.33%
$24.02 - $43.22 $138K - $247K
425K $10.2M
LSTR
Landstar System Inc

Industrials
-222
- 0.06%
$146.63 - $177.82 $32.6K - $39.5K
365K $54.8M
KN
Knowles Corp

Technology
-96.5K
- 7.1%
$15.2 - $20.58 $1.47M - $1.99M
1.26M $19.2M
LDOS
Leidos Holdings, Inc.

Technology
-1.88K
- 0.22%
$126.82 - $161.11 $238K - $303K
835K $113M
SMG
Scotts Miracle Gro CO

Basic Materials
-29.6K
- 5.45%
$54.76 - $77.7 $1.62M - $2.3M
513K $28.2M
KBH
Kb Home

Consumer Cyclical
-17.4K
- 1.95%
$57.73 - $70.05 $1M - $1.22M
876K $50.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-68.7K
- 8.24%
$126.11 - $135.06 $8.67M - $9.29M
765K $98.7M
AMG
Affiliated Managers Group, Inc.

Financial Services
-12.6K
- 3.82%
$154.65 - $189.71 $1.95M - $2.4M
318K $53.5M
DFS
Discover Financial Services

Financial Services
-18.8K
- 1.08%
$152.99 - $203.25 $2.87M - $3.82M
1.72M $294M
GBX
Greenbrier Companies Inc

Industrials
-29.2K
- 4.75%
$51.22 - $70.7 $1.49M - $2.06M
585K $30M
WULF
Terawulf Inc.

Financial Services
-62.6K
- 2.53%
$2.73 - $6.82 $171K - $427K
2.41M $6.57M
TXT
Textron Inc

Industrials
-3.91K
- 0.23%
$70.19 - $81.2 $274K - $317K
1.67M $121M
AMBA
Ambarella Inc

Technology
-1.5K
- 0.46%
$48.94 - $82.94 $73.5K - $124K
324K $16.3M
RGA
Reinsurance Group Of America Inc

Financial Services
-1.02K
- 0.24%
$186.01 - $231.1 $189K - $235K
425K $83.7M
R
Ryder System Inc

Industrials
-15.4K
- 3.95%
$136.38 - $170.92 $2.1M - $2.64M
375K $54M
RPD
Rapid7, Inc.

Technology
-4.09K
- 0.79%
$26.51 - $39.81 $109K - $163K
516K $13.7M
ITGR
Integer Holdings Corp

Healthcare
-11K
- 2.7%
$115.16 - $144.36 $1.27M - $1.59M
398K $46.9M
DNLI
Denali Therapeutics Inc.

Healthcare
-18.6K
- 1.81%
$13.6 - $23.59 $252K - $438K
1.01M $13.7M
PAYO
Payoneer Global Inc.

Technology
-79.2K
- 3.26%
$7.04 - $11.04 $558K - $875K
2.35M $17.2M
WEX
Wex Inc.

Technology
-8.72K
- 2.75%
$148.29 - $186.78 $1.29M - $1.63M
308K $48.4M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-2.7K
- 1.74%
$375.96 - $484.08 $1.01M - $1.31M
152K $58.1M
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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