Charles Schwab Investment Management Inc Purchases in Q4 2024

Charles Schwab Investment Management Inc

  • $527 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UCBI
United Community Banks Inc

Financial Services
47K
+ 3.36%
N/A
1.45M $42.4M
AMPL
Amplitude, Inc.

Technology
31.8K
+ 4.88%
$8.51 - $11.89 $271K - $378K
683K $7.21M
BIO
Bio Rad Laboratories, Inc.

Healthcare
7.55K
+ 4.1%
$313.15 - $374.28 $2.36M - $2.83M
192K $63M
NVTS
Navitas Semiconductor Corp

Technology
76.9K
+ 7.93%
$1.78 - $4.35 $137K - $334K
1.05M $3.74M
STEP
Step Stone Group Inc.

Financial Services
12.8K
+ 2.14%
$57.28 - $69.32 $731K - $885K
610K $35.3M
PPL
Ppl Corp

Utilities
133K
+ 2.79%
$31.47 - $35.0 $4.18M - $4.65M
4.9M $159M
DMRC
Digimarc Corp

Technology
2.01K
+ 1.66%
$26.18 - $38.77 $52.6K - $77.9K
123K $4.59M
INSM
Insmed Inc

Healthcare
102K
+ 7.09%
$66.29 - $76.63 $6.78M - $7.84M
1.55M $107M
U
Unity Software Inc.

Technology
72.4K
+ 3.84%
$17.34 - $27.72 $1.26M - $2.01M
1.96M $44M
BITF
Bitfarms LTD

Financial Services
1.37M
+ 121.05%
$1.49 - $2.69 $2.04M - $3.69M
2.5M $3.73M
ROIV
Roivant Sciences Ltd.

Healthcare
45.1K
+ 1.63%
$11.16 - $12.71 $503K - $573K
2.81M $33.3M
ALIT
Alight, Inc.

Technology
531K
+ 10.84%
$6.73 - $8.46 $3.57M - $4.49M
5.43M $37.6M
CTVA
Corteva, Inc.

Basic Materials
168K
+ 3.71%
$55.21 - $64.13 $9.26M - $10.8M
4.69M $267M
VTOL
Bristow Group Inc.

Energy
41.1K
+ 17.34%
$32.54 - $38.29 $1.34M - $1.57M
278K $9.54M
HCKT
Hackett Group, Inc.

Technology
3.96K
+ 1.49%
$24.22 - $32.32 $95.8K - $128K
270K $8.3M
CMCO
Columbus Mckinnon Corp

Industrials
21.8K
+ 5.59%
$31.42 - $40.59 $686K - $886K
413K $15.4M
STRA
Strategic Education, Inc.

Consumer Defensive
10.9K
+ 3.49%
$85.85 - $101.62 $940K - $1.11M
325K $30.3M
CENT
Central Garden & Pet CO

Consumer Defensive
26K
+ 23.12%
$32.52 - $43.14 $844K - $1.12M
138K $5.36M
FNA
Paragon 28, Inc.

Healthcare
1.68K
+ 0.49%
$4.78 - $10.74 $8.04K - $18.1K
345K $3.57M
EPAM
Epam Systems, Inc.

Technology
6.79K
+ 1.32%
N/A
522K $96.9M
SCI
Service Corp International

Consumer Cyclical
5.07K
+ 0.55%
$73.36 - $88.6 $372K - $450K
920K $73.5M
GLBE
Global E Online Ltd.

Consumer Cyclical
1.88K
+ 2.64%
$35.95 - $57.07 $67.6K - $107K
73K $3.98M
SYNA
Synaptics Inc

Technology
23.7K
+ 5.29%
$68.67 - $82.79 $1.63M - $1.96M
472K $36M
WMG
Warner Music Group Corp.

Communication Services
48.8K
+ 5.39%
$30.73 - $33.67 $1.5M - $1.64M
954K $29.6M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
1.93K
+ 0.55%
$9.93 - $15.76 $19.2K - $30.4K
356K $5.19M
PCT
Pure Cycle Technologies, Inc.

Industrials
37K
+ 3.36%
$8.81 - $14.3 $326K - $529K
1.14M $11.7M
RC
Ready Capital Corp

Real Estate
398K
+ 21.3%
$6.71 - $7.57 $2.67M - $3.01M
2.27M $15.5M
BANC
Banc Of California, Inc.

Financial Services
19.1K
+ 1.55%
$13.66 - $17.77 $261K - $339K
1.25M $19.4M
VGSH
Vanguard

ETFs
30.9K
+ 4.29%
$58.02 - $58.88 $1.79M - $1.82M
750K $43.6M
CTKB
Cytek Biosciences, Inc.

Healthcare
32K
+ 3.11%
$4.7 - $7.4 $151K - $237K
1.06M $6.9M
PFS
Provident Financial Services Inc

Financial Services
33.2K
+ 1.85%
$17.64 - $21.86 $586K - $726K
1.83M $34.5M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
137K
+ 13.32%
$12.43 - $13.36 $1.7M - $1.83M
1.16M $14.6M
BNS
Bank Of Nova Scotia

Financial Services
76.3K
+ 2.04%
$51.5 - $57.02 $3.93M - $4.35M
3.82M $205M
NJR
New Jersey Resources Corp

Utilities
39.6K
+ 3.23%
$45.17 - $51.61 $1.79M - $2.05M
1.27M $59.1M
OPRA
Opera LTD

Communication Services
47.7K
+ 64.91%
$14.49 - $20.22 $690K - $964K
121K $2.29M
STLD
Steel Dynamics Inc

Basic Materials
11.7K
+ 0.86%
N/A
1.37M $135M
ICHR
Ichor Holdings, Ltd.

Technology
29.5K
+ 6.25%
$26.83 - $35.4 $792K - $1.05M
502K $16.2M
ATRC
Atri Cure, Inc.

Healthcare
4.84K
+ 1.23%
$27.02 - $38.2 $131K - $185K
399K $12.2M
HCI
Hci Group, Inc.

Financial Services
3.82K
+ 5.19%
$95.47 - $123.75 $364K - $472K
77.4K $9.02M
LQDA
Liquidia Corp

Healthcare
38.3K
+ 9.82%
$9.82 - $11.8 $376K - $452K
429K $5.04M
FA
First Advantage Corp

Industrials
85.1K
+ 20.32%
$17.3 - $20.3 $1.47M - $1.73M
504K $9.43M
EVER
Ever Quote, Inc.

Communication Services
68.9K
+ 28.63%
$16.8 - $21.02 $1.16M - $1.45M
309K $6.18M
STKL
Sun Opta Inc.

Consumer Defensive
15K
+ 1.98%
$5.72 - $7.89 $86.1K - $119K
775K $5.97M
EVEX
Eve Holding, Inc.

Industrials
75.5K
+ 22.7%
$2.63 - $5.59 $199K - $422K
408K $2.19M
NWN
Northwest Natural Holding CO

Utilities
46.1K
+ 8.11%
$38.42 - $43.85 $1.77M - $2.02M
615K $24.3M
SMAR
Smartsheet Inc

Technology
4.22K
+ 0.33%
$55.35 - $56.51 $233K - $238K
1.28M $71.9M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
171K
+ 12.1%
$9.69 - $12.45 $1.66M - $2.13M
1.58M $16.5M
DGII
Digi International Inc

Technology
7.21K
+ 2.24%
$27.66 - $33.88 $199K - $244K
330K $9.96M
RCI
Rogers Communications Inc

Communication Services
76.4K
+ 57.1%
$30.36 - $39.38 $2.32M - $3.01M
210K $6.46M
Activity Summary
Buys All Purchases 2374 New Holdings 79 Increased Positions 2295 Sells All Sells 827 Reductions 827 Sold out 0 Options Calls 0 Puts 0
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