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
NU
Nu Holdings Ltd.

Financial Services
-490K
- 55.64%
$9.6 - $13.72 $4.71M - $6.73M
391K $5.36M
MTCH
Match Group, Inc.

Communication Services
-90.3K
- 3.26%
$27.03 - $31.93 $2.44M - $2.88M
2.67M $82.6M
TNET
Trinet Group, Inc.

Industrials
-5.61K
- 1.08%
$72.67 - $86.45 $408K - $485K
514K $37.6M
TALO
Talos Energy Inc.

Energy
-73.3K
- 3.14%
$6.38 - $9.56 $467K - $700K
2.26M $19.1M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-231K
- 3.54%
$34.72 - $36.92 $8.03M - $8.54M
6.31M $233M
BRC
Brady Corp

Industrials
-31K
- 6.21%
$64.32 - $76.24 $1.99M - $2.36M
468K $31.8M
FOXA
Fox Corp

Communication Services
-36.6K
- 1.54%
$47.21 - $57.04 $1.73M - $2.09M
2.34M $131M
HE
Hawaiian Electric Industries Inc

Utilities
-205K
- 5.56%
$9.36 - $10.96 $1.92M - $2.25M
3.48M $37M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-542K
- 13.53%
$4.54 - $6.34 $2.46M - $3.43M
3.46M $21.5M
CNMD
Conmed Corp

Healthcare
-109
- 0.03%
$47.66 - $60.73 $5.19K - $6.62K
398K $20.7M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-36.8K
- 2.41%
$12.07 - $14.61 $444K - $538K
1.49M $19.1M
EBC
Eastern Bankshares, Inc.

Financial Services
-64K
- 3.28%
$14.18 - $16.5 $908K - $1.06M
1.89M $28.8M
SFBS
Servis First Bancshares, Inc.

Financial Services
-5.24K
- 0.97%
$68.48 - $82.21 $359K - $431K
534K $41.4M
FCN
Fti Consulting, Inc

Industrials
-12.4K
- 2.81%
$152.87 - $168.51 $1.9M - $2.09M
429K $69.3M
OTTR
Otter Tail Corp

Utilities
-17K
- 3.09%
$74.62 - $81.76 $1.27M - $1.39M
534K $41.2M
CHH
Choice Hotels International Inc

Consumer Cyclical
-11.7K
- 4.23%
$117.49 - $134.0 $1.37M - $1.56M
264K $33.5M
XLP
Consumer Staples Sector Spdr

ETFs
-40.8K
- 2.43%
N/A
1.64M $125M
OGS
One Gas, Inc.

Utilities
-2.11K
- 0.27%
$71.59 - $81.38 $151K - $171K
784K $56.3M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-48.4K
- 3.89%
$10.68 - $12.73 $517K - $617K
1.2M $12.8M
WFG
West Fraser Timber Co., LTD

Basic Materials
-26.6K
- 8.74%
$70.53 - $78.77 $1.87M - $2.09M
277K $20.3M
PB
Prosperity Bancshares Inc

Financial Services
-24.2K
- 2.05%
$63.76 - $73.75 $1.54M - $1.79M
1.16M $81.2M
FISV
Fiserv Inc

Technology
-24.2K
- 0.64%
N/A
3.76M $470M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
-60.7K
- 8.99%
$2.33 - $8.01 $141K - $486K
615K $1.51M
AAON
Aaon, Inc.

Industrials
-214
- 0.03%
$71.78 - $106.87 $15.4K - $22.9K
678K $50M
GATX
Gatx Corp

Industrials
-14K
- 3.05%
$141.27 - $159.24 $1.98M - $2.23M
445K $68.4M
EPAC
Enerpac Tool Group Corp

Industrials
-6.23K
- 1.0%
$37.39 - $46.15 $233K - $288K
618K $25.1M
HRB
H&R Block Inc

Consumer Cyclical
-52.8K
- 3.12%
$54.32 - $63.04 $2.87M - $3.33M
1.64M $89.8M
MWA
Mueller Water Products, Inc.

Industrials
-11.9K
- 0.62%
$22.82 - $27.21 $271K - $323K
1.9M $45.8M
CACC
Credit Acceptance Corp

Financial Services
-4.46K
- 4.79%
$443.32 - $529.8 $1.98M - $2.36M
88.7K $45.2M
HURN
Huron Consulting Group Inc.

Industrials
-12.4K
- 6.11%
$132.14 - $153.61 $1.64M - $1.91M
191K $26.2M
NWN
Northwest Natural Holding CO

Utilities
-24.1K
- 3.8%
$39.62 - $44.11 $956K - $1.06M
610K $24.2M
WBS
Webster Financial Corp

Financial Services
-132K
- 9.14%
$41.76 - $54.91 $5.52M - $7.26M
1.31M $71.8M
RYI
Ryerson Holding Corp

Industrials
-52K
- 4.36%
$19.19 - $23.45 $997K - $1.22M
1.14M $24.6M
LZB
La Z Boy Inc

Consumer Cyclical
-33.8K
- 4.34%
$35.67 - $44.28 $1.21M - $1.5M
746K $27.7M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-6.36K
- 1.62%
$167.22 - $212.42 $1.06M - $1.35M
387K $76.5M
SEM
Select Medical Holdings Corp

Healthcare
-16.3K
- 1.0%
$14.26 - $18.41 $232K - $299K
1.62M $24.6M
BCPC
Balchem Corp

Basic Materials
-1.27K
- 0.34%
$150.5 - $170.45 $191K - $217K
368K $58.7M
INMD
In Mode Ltd.

Healthcare
-146K
- 84.34%
$13.28 - $18.1 $1.94M - $2.65M
27.2K $392K
GOOD
Gladstone Commercial Corp

Real Estate
-150K
- 18.35%
$13.16 - $15.07 $1.97M - $2.26M
666K $9.55M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-12.3K
- 3.41%
$32.45 - $40.68 $399K - $501K
349K $11.6M
MFA
Mfa Financial, Inc.

Real Estate
-127K
- 7.05%
$8.17 - $10.35 $1.04M - $1.31M
1.67M $15.8M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-32.9K
- 8.65%
$66.5 - $71.25 $2.19M - $2.34M
347K $24.1M
CPK
Chesapeake Utilities Corp

Utilities
-3.1K
- 1.14%
$116.0 - $135.5 $359K - $420K
269K $32.3M
EIG
Employers Holdings, Inc.

Financial Services
-24.4K
- 5.9%
$46.08 - $51.35 $1.13M - $1.25M
389K $18.4M
ALE
Allete Inc

Utilities
-19.8K
- 2.54%
$63.53 - $65.71 $1.26M - $1.3M
759K $48.6M
MMS
Maximus, Inc.

Industrials
-62.8K
- 6.71%
$65.54 - $76.8 $4.12M - $4.82M
872K $61.2M
EPD
Enterprise Products Partners L.P.

Energy
-19.6K
- 3.2%
$28.95 - $34.22 $566K - $670K
592K $18.4M
HOG
Harley Davidson, Inc.

Consumer Cyclical
-18.2K
- 1.44%
$20.82 - $25.94 $379K - $472K
1.25M $29.4M
SNY
Sanofi

Healthcare
-21.2K
- 10.55%
$47.62 - $55.44 $1.01M - $1.17M
179K $8.67M
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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