Charles Schwab Investment Management Inc Sells in Q2 2025

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PCYO
Pure Cycle Corp

Utilities
-24
- 0.04%
$9.86 - $11.0 $237 - $264
58.6K $628K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-400
- 1.9%
$44.22 - $52.08 $17.7K - $20.8K
20.6K $1.07M
FNLC
First Bancorp, Inc

Financial Services
-116
- 0.39%
$22.6 - $25.42 $2.62K - $2.95K
29.5K $748K
BKU
Bank United, Inc.

Financial Services
-49K
- 3.2%
$29.48 - $36.33 $1.44M - $1.78M
1.48M $52.8M
KLTR
Kaltura Inc

Technology
-34.3K
- 5.06%
$1.72 - $2.3 $59K - $78.9K
644K $1.29M
GAIA
Gaia, Inc

Communication Services
-1.95K
- 3.57%
$3.1 - $5.45 $6.05K - $10.6K
52.8K $231K
EVI
Evi Industries, Inc.

Industrials
-3.21K
- 17.36%
$15.56 - $21.83 $50K - $70.1K
15.3K $333K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-542
- 4.69%
$108.87 - $133.04 $59K - $72.1K
11K $1.46M
CGAU
Centerra Gold Inc.

Basic Materials
-104K
- 11.37%
$5.52 - $7.58 $573K - $787K
809K $5.83M
ALTG
Alta Equipment Group Inc.

Industrials
-13.1K
- 17.77%
$3.95 - $6.38 $51.9K - $83.8K
60.8K $384K
ACTG
Acacia Research Corp

Industrials
-550
- 0.48%
$2.84 - $3.89 $1.56K - $2.14K
115K $411K
PKBK
Parke Bancorp, Inc.

Financial Services
-96
- 0.31%
$17.15 - $20.84 $1.65K - $2K
30.4K $620K
ATLC
Atlanticus Holdings Corp

Financial Services
-175
- 1.11%
$45.05 - $57.72 $7.88K - $10.1K
15.6K $852K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-21.4K
- 5.53%
$56.27 - $73.32 $1.21M - $1.57M
366K $26.6M
BMRC
Bank Of Marin Bancorp

Financial Services
-1.86K
- 1.52%
$19.65 - $23.1 $36.5K - $42.9K
120K $2.74M
OBT
Orange County Bancorp, Inc.

Financial Services
-575
- 2.07%
$21.34 - $26.92 $12.3K - $15.5K
27.3K $704K
MODV
Modiv Care Inc

Healthcare
-26.6K
- 34.21%
$0.89 - $4.16 $23.7K - $111K
51.2K $159K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.34K
- 5.1%
$72.61 - $88.75 $170K - $208K
43.5K $3.86M
DSGX
Descartes Systems Group Inc

Technology
-750
- 0.45%
$94.15 - $116.93 $70.6K - $87.7K
166K $16.8M
BCAL
Southern Calif Bancorp Com

Financial Services
-2.42K
- 3.54%
$12.16 - $15.76 $29.4K - $38.1K
65.9K $1.04M
FRST
Primis Financial Corp.

Financial Services
-322
- 0.5%
$7.94 - $10.85 $2.56K - $3.49K
63.7K $690K
SMBK
Smartfinancial Inc.

Financial Services
-1.63K
- 3.67%
$27.11 - $33.78 $44.3K - $55.2K
42.8K $1.45M
TRUE
True Car, Inc.

Communication Services
-314
- 0.15%
$1.28 - $1.9 $402 - $597
204K $388K
VIS
Vanguard Industrial ETF

ETFs
-326
- 6.73%
$220.04 - $280.07 $71.7K - $91.3K
4.52K $1.26M
INZY
Inozyme Pharma, Inc.

Healthcare
-77.1K
- 63.05%
$0.82 - $4.0 $63.2K - $308K
45.2K $180K
SRI
Stoneridge Inc

Consumer Cyclical
-64.5K
- 30.15%
$3.61 - $7.04 $233K - $454K
149K $1.05M
FSBC
Five Star Bancorp

Financial Services
-976
- 0.72%
$25.15 - $29.45 $24.5K - $28.7K
134K $3.83M
FFIN
First Financial Bankshares Inc

Financial Services
-656
- 0.04%
$31.3 - $37.48 $20.5K - $24.6K
1.69M $60.6M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
-11.1K
- 10.5%
$2.02 - $4.27 $22.5K - $47.5K
94.8K $361K
NATH
Nathans Famous, Inc.

Consumer Cyclical
-202
- 2.49%
$90.55 - $115.66 $18.3K - $23.4K
7.92K $875K
UPWK
Upwork, Inc

Industrials
-23.1K
- 2.23%
$11.8 - $17.5 $273K - $405K
1.02M $13.7M
CTRN
Citi Trends Inc

Consumer Cyclical
-3.4K
- 18.21%
$18.32 - $34.14 $62.3K - $116K
15.3K $510K
VBTX
Veritex Holdings, Inc.

Financial Services
-29.4K
- 3.82%
$20.77 - $26.15 $610K - $768K
740K $19.3M
EGAN
Egain Corp

Technology
-22.7K
- 12.93%
$4.5 - $6.59 $102K - $150K
153K $957K
NGS
Natural Gas Services Group Inc

Energy
-5
- 0.02%
$17.35 - $27.4 $86.8 - $137
29.9K $771K
DJCO
Daily Journal Corp

Technology
-212
- 2.48%
$365.66 - $435.19 $77.5K - $92.3K
8.32K $3.51M
NC
Nacco Industries Inc

Energy
-8
- 0.07%
$31.2 - $44.31 $250 - $354
11.7K $516K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-13.4K
- 2.42%
$105.8 - $131.55 $1.41M - $1.76M
540K $69.4M
BH
Biglari Holdings Inc.

Consumer Cyclical
-139
- 5.95%
$202.02 - $294.43 $28.1K - $40.9K
2.2K $642K
CSGS
Csg Systems International Inc

Technology
-31.1K
- 6.93%
$56.51 - $66.33 $1.76M - $2.07M
418K $27.3M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-9.69K
- 1.86%
$7.2 - $8.64 $69.7K - $83.7K
512K $4.33M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
-19.9K
- 2.09%
$1.72 - $2.47 $34.2K - $49.1K
931K $2.24M
HDSN
Hudson Technologies Inc

Basic Materials
-12.8K
- 10.01%
$5.25 - $8.12 $67.1K - $104K
115K $933K
CMPX
Compass Therapeutics, Inc.

Healthcare
-24.4K
- 8.19%
$1.46 - $2.69 $35.6K - $65.7K
273K $711K
FMBH
First Mid Bancshares, Inc.

Financial Services
-7.94K
- 4.58%
$31.0 - $38.22 $246K - $304K
166K $6.21M
SES
Ses Ai Corp

Consumer Cyclical
-320K
- 26.67%
$0.51 - $1.05 $163K - $336K
881K $783K
SNDR
Schneider National, Inc.

Industrials
-34.6K
- 4.48%
$21.06 - $24.75 $728K - $856K
736K $17.8M
OPRA
Opera LTD

Communication Services
-13K
- 9.27%
$13.79 - $19.1 $179K - $248K
127K $2.4M
FCBC
First Community Bankshares Inc

Financial Services
-697
- 0.52%
$35.38 - $40.02 $24.7K - $27.9K
135K $5.27M
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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