Charles Schwab Investment Management Inc Software—Application

Charles Schwab Investment Management Inc

$521 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DOMO Domo, Inc.	$443M	$2.13 Million 0.0% of portfolio	273,863	Q1 2025 Added 7.56%
SPNS Sapiens International Corp N V	$1.63B	$2.04 Million 0.0% of portfolio	75,227	Q1 2025 Added 1.53%
PRCH Porch Group, Inc.	$1.03B	$1.69 Million 0.0% of portfolio	231,158	Q1 2025 Reduced 6.87%
SMRT Smart Rent, Inc.	$184M	$1.59 Million 0.0% of portfolio	1,314,029	Q1 2025 Reduced 3.92%
ONTF On24 Inc.	$263M	$1.47 Million 0.0% of portfolio	282,800	Q1 2025 Reduced 0.8%
EB Eventbrite, Inc.	$204M	$1.27 Million 0.0% of portfolio	601,602	Q1 2025 Added 0.71%
RDVT Red Violet, Inc.	$636M	$1.21 Million 0.0% of portfolio	32,149	Q1 2025 Added 0.21%
MITK Mitek Systems Inc	$438M	$1.05 Million 0.0% of portfolio	126,837	Q1 2025 Reduced 3.02%
CRNC Cerence Inc.	$361M	$1.01 Million 0.0% of portfolio	127,974	Q1 2025 Reduced 28.1%
AMSWA American Software Inc	$349M	$996,000 0.0% of portfolio	90,985	Q1 2025 Added 3.4%
EXFY Expensify, Inc.	$156M	$938,000 0.0% of portfolio	308,738	Q1 2025 Reduced 2.6%
EGAN Egain Corp	$187M	$853,000 0.0% of portfolio	175,893	Q1 2025 Reduced 26.06%
LAW Cs Disco, Inc.	$247M	$816,000 0.0% of portfolio	199,652	Q1 2025 Reduced 2.15%
NICE Nice Ltd.	$11.2B	$799,000 0.0% of portfolio	5,184	Q1 2025 Added 0.31%
IMMR Immersion Corp	$262M	$662,000 0.0% of portfolio	87,464	Q1 2025 Added 0.49%
RMNI Rimini Street, Inc.	$278M	$646,000 0.0% of portfolio	185,786	Q1 2025 Reduced 59.36%
ASUR Asure Software Inc	$196M	$644,000 0.0% of portfolio	67,467	Q1 2025 Added 4.32%
DSP Viant Technology Inc.	$197M	$585,000 0.0% of portfolio	47,166	Q1 2025 Added 0.0%
OPFI Opp Fi Inc.	$1.44B	$505,000 0.0% of portfolio	54,363	Q1 2025 Added 0.01%
SSTI Shotspotter, Inc	$196M	$493,000 0.0% of portfolio	29,090	Q1 2025 Added 16.87%
PCYG Park City Group Inc	$186M	$342,000 0.0% of portfolio	34,043	Q2 2024 New
NRDY Nerdy Inc.	$163M	$326,000 0.0% of portfolio	230,229	Q1 2025 Reduced 0.13%
LPSN Liveperson Inc	$57M	$318,000 0.0% of portfolio	398,261	Q1 2025 Added 7.03%
MAPS Wm Technology, Inc.	$97.9M	$293,000 0.0% of portfolio	259,858	Q1 2025 Added 9.41%
AEYE Audioeye Inc	$144M	$277,000 0.0% of portfolio	24,979	Q1 2025 Added 11.71%
UPLD Upland Software, Inc.	$57.5M	$65,000 0.0% of portfolio	22,775	Q1 2025 Reduced 0.11%
MKTW Marketwise, Inc.	$600M	$47,000 0.0% of portfolio	97,783	Q2 2024 Added 35.02%
RSSS Research Solutions, Inc.	$76.8M	$46,000 0.0% of portfolio	18,069	Q2 2023 New
IDN Intellicheck, Inc.	$101M	$39,000 0.0% of portfolio	12,962	Q2 2023 New

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