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
ACIW
Aci Worldwide, Inc.

Technology
-54.6K
- 3.97%
$44.59 - $57.17 $2.43M - $3.12M
1.32M $60.5M
UNM
Unum Group

Financial Services
-123K
- 2.12%
$70.48 - $82.91 $8.67M - $10.2M
5.69M $460M
HLNE
Hamilton Lane Inc

Financial Services
-79.5K
- 21.28%
$126.65 - $175.49 $10.1M - $14M
294K $41.8M
MMSI
Merit Medical Systems Inc

Healthcare
-40K
- 5.43%
$88.48 - $107.04 $3.54M - $4.29M
698K $65.2M
OXM
Oxford Industries Inc

Consumer Cyclical
-6.69K
- 0.99%
$37.26 - $60.9 $249K - $407K
668K $26.9M
LUMN
Lumen Technologies, Inc.

Communication Services
-5.27M
- 23.26%
$3.07 - $4.51 $16.2M - $23.8M
17.4M $76.2M
ERIE
Erie Indemnity CO

Financial Services
-899
- 0.53%
$340.45 - $423.93 $306K - $381K
168K $58.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-524K
- 2.57%
$22.54 - $23.17 $11.8M - $12.1M
19.9M $457M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-5.88K
- 5.38%
$396.53 - $537.62 $2.33M - $3.16M
103K $45M
UTHR
United Therapeutics Corp

Healthcare
-15K
- 4.27%
$276.47 - $328.4 $4.14M - $4.92M
336K $96.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-409K
- 32.11%
$32.66 - $40.75 $13.3M - $16.6M
864K $35M
KRYS
Krystal Biotech, Inc.

Healthcare
-4.33K
- 1.73%
$123.36 - $181.0 $535K - $784K
246K $33.8M
GILD
Gilead Sciences, Inc.

Healthcare
-15.5K
- 0.19%
$96.91 - $113.0 $1.5M - $1.75M
8M $887M
PCH
Potlatchdeltic Corp

Real Estate
-6.59K
- 0.42%
$37.16 - $44.86 $245K - $295K
1.55M $59.6M
POOL
Pool Corp

Industrials
-1.32K
- 0.36%
$285.0 - $325.66 $377K - $431K
367K $107M
COLM
Columbia Sportswear CO

Consumer Cyclical
-32.8K
- 5.86%
$59.62 - $77.36 $1.96M - $2.54M
528K $32.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
-6
- 7.69%
$725400.0 - $809350.0 $4.35M - $4.86M
72 $52.5M
SLVM
Sylvamo Corp

Basic Materials
-7.89K
- 1.43%
$50.1 - $68.36 $395K - $539K
544K $27.2M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-421K
- 15.0%
$9.31 - $12.72 $3.92M - $5.36M
2.39M $23M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-316K
- 9.8%
$35.3 - $37.51 $11.2M - $11.8M
2.91M $109M
CIVI
Civitas Resources, Inc.

Energy
-30.1K
- 2.59%
$24.28 - $35.09 $730K - $1.06M
1.13M $31.2M
RVMD
Revolution Medicines, Inc.

Healthcare
-330K
- 17.08%
$31.13 - $41.98 $10.3M - $13.8M
1.6M $58.9M
INSP
Inspire Medical Systems, Inc.

Healthcare
-4.29K
- 1.49%
$127.18 - $161.88 $546K - $695K
284K $36.8M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-23.3K
- 3.15%
$78.47 - $92.25 $1.83M - $2.15M
717K $58.2M
ANDE
Andersons, Inc.

Consumer Defensive
-98.9K
- 12.36%
$31.51 - $43.57 $3.12M - $4.31M
701K $25.8M
DVA
Davita Inc.

Healthcare
-23.7K
- 5.06%
$133.5 - $155.51 $3.16M - $3.68M
445K $63.4M
OPCH
Option Care Health, Inc.

Healthcare
-56.9K
- 2.18%
$30.69 - $34.95 $1.74M - $1.99M
2.55M $82.9M
RLI
Rli Corp

Financial Services
-7.56K
- 0.79%
$71.27 - $80.82 $539K - $611K
945K $68.3M
ASH
Ashland Global Holdings Inc

Basic Materials
-46.1K
- 7.08%
$46.53 - $57.87 $2.14M - $2.66M
604K $30.4M
RIG
Transocean Ltd.

Energy
-428K
- 3.53%
$2.13 - $3.32 $911K - $1.42M
11.7M $30.3M
UNIT
Uniti Group Inc.

Real Estate
-623K
- 8.25%
$4.06 - $5.24 $2.53M - $3.27M
6.93M $29.9M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-20.1K
- 2.05%
$41.37 - $53.28 $830K - $1.07M
960K $42.9M
CHRD
Oasis Petroleum Inc.

Energy
-753
- 0.15%
$82.03 - $113.54 $61.8K - $85.5K
504K $48.8M
RYAAY
Ryanair Holdings PLC

Industrials
-197K
- 89.73%
$39.21 - $57.84 $7.71M - $11.4M
22.5K $1.3M
AIG
American International Group, Inc.

Financial Services
-24.3K
- 0.57%
$77.56 - $87.72 $1.89M - $2.13M
4.24M $363M
GL
Globe Life Inc.

Financial Services
-15.4K
- 1.97%
$113.29 - $133.09 $1.75M - $2.05M
766K $95.2M
WTRG
Essential Utilities, Inc.

Utilities
-71.4K
- 3.39%
$36.92 - $41.39 $2.64M - $2.96M
2.03M $75.5M
MATX
Matson, Inc.

Industrials
-9.74K
- 2.55%
$93.11 - $132.21 $907K - $1.29M
372K $41.4M
NXST
Nexstar Media Group, Inc.

Communication Services
-1.53K
- 0.13%
$144.68 - $181.86 $221K - $278K
1.14M $197M
MTDR
Matador Resources CO

Energy
-51.8K
- 3.6%
$36.67 - $52.23 $1.9M - $2.7M
1.39M $66.2M
PFG
Principal Financial Group Inc

Financial Services
-170
- 0.01%
$69.56 - $86.19 $11.8K - $14.7K
1.47M $117M
NWE
Northwestern Corp

Utilities
-25.9K
- 2.95%
$50.8 - $59.51 $1.32M - $1.54M
855K $43.9M
EPC
Edgewell Personal Care CO

Consumer Defensive
-9.68K
- 1.1%
$22.79 - $31.7 $221K - $307K
871K $20.4M
WD
Walker & Dunlop, Inc.

Financial Services
-1.89K
- 0.41%
$66.0 - $85.06 $125K - $161K
461K $32.5M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-8.8K
- 1.75%
$45.71 - $61.66 $402K - $543K
495K $23.9M
XLE
Energy Sector Spdr

ETFs
-9.28K
- 1.31%
$76.44 - $94.13 $710K - $874K
702K $59.5M
TFX
Teleflex Inc

Healthcare
-1.03K
- 0.3%
$117.53 - $141.38 $121K - $145K
338K $40M
JBLU
Jetblue Airways Corp

Industrials
-641K
- 9.2%
$3.43 - $5.42 $2.2M - $3.47M
6.32M $26.7M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
-182K
- 29.64%
$34.43 - $46.99 $6.28M - $8.56M
433K $20.3M
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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