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
SPXC
Spx Corp

Industrials
1.96K
+ 0.31%
$143.2 - $181.56 $280K - $355K
625K $91M
PFG
Principal Financial Group Inc

Financial Services
44.8K
+ 3.19%
$74.91 - $91.26 $3.36M - $4.09M
1.45M $112M
ASH
Ashland Global Holdings Inc

Basic Materials
26.3K
+ 3.88%
$70.93 - $87.79 $1.86M - $2.31M
703K $50.2M
MGM
Mgm Resorts International

Consumer Cyclical
38.7K
+ 1.73%
$33.44 - $41.99 $1.3M - $1.63M
2.28M $79.1M
VVV
Valvoline Inc

Energy
16.9K
+ 1.04%
$36.18 - $43.41 $612K - $734K
1.64M $59.4M
CRI
Carters Inc

Consumer Cyclical
74.1K
+ 6.33%
$50.33 - $67.47 $3.73M - $5M
1.25M $67.5M
DNLI
Denali Therapeutics Inc.

Healthcare
12.7K
+ 1.25%
$20.24 - $31.58 $256K - $400K
1.03M $21M
CLF
Cleveland Cliffs Inc.

Basic Materials
425K
+ 11.33%
$9.24 - $13.94 $3.93M - $5.93M
4.18M $39.3M
NEOG
Neogen Corp

Healthcare
52.7K
+ 2.62%
$11.64 - $16.4 $613K - $864K
2.06M $25M
WYNN
Wynn Resorts LTD

Consumer Cyclical
5.03K
+ 0.53%
$84.3 - $106.41 $424K - $535K
952K $82.1M
NSC
Norfolk Southern Corp

Industrials
40.7K
+ 2.96%
$230.6 - $277.0 $9.38M - $11.3M
1.41M $332M
NSA
National Storage Affiliates Trust

Real Estate
23.4K
+ 2.36%
$37.2 - $47.44 $869K - $1.11M
1.01M $38.4M
IAC
Iac/Inter Active Corp

Communication Services
19.1K
+ 2.02%
$41.75 - $55.1 $799K - $1.06M
967K $41.7M
EXPD
Expeditors International Of Washington Inc

Industrials
71.1K
+ 8.53%
$110.5 - $128.26 $7.86M - $9.12M
905K $100M
HL
Hecla Mining CO

Basic Materials
502K
+ 7.47%
$4.86 - $7.53 $2.44M - $3.78M
7.22M $35.5M
CPT
Camden Property Trust

Real Estate
15.8K
+ 1.05%
$112.52 - $127.03 $1.78M - $2.01M
1.51M $176M
DVN
Devon Energy Corp

Energy
470K
+ 12.12%
$30.52 - $42.96 $14.4M - $20.2M
4.35M $142M
RDN
Radian Group Inc

Financial Services
248K
+ 4.25%
$31.67 - $35.84 $7.87M - $8.9M
6.09M $193M
SJM
J M Smucker CO

Consumer Defensive
12.4K
+ 1.25%
$106.92 - $121.75 $1.33M - $1.51M
1M $110M
SVC
Service Properties Trust

Real Estate
1.26M
+ 20.01%
$2.33 - $4.92 $2.93M - $6.2M
7.55M $19.2M
MKTX
Marketaxess Holdings Inc

Financial Services
5.15K
+ 1.44%
$225.3 - $293.66 $1.16M - $1.51M
363K $82.1M
ELAN
Elanco Animal Health Inc

Healthcare
163K
+ 3.6%
$11.63 - $14.67 $1.9M - $2.39M
4.69M $56.8M
LXP
Lxp Industrial Trust

Real Estate
46.1K
+ 0.87%
$8.12 - $9.89 $374K - $455K
5.33M $43.3M
CCK
Crown Holdings Inc

Consumer Cyclical
8.74K
+ 1.09%
$81.89 - $97.79 $716K - $855K
812K $67.2M
W
Wayfair Inc.

Consumer Cyclical
35.1K
+ 3.6%
$37.77 - $56.94 $1.32M - $2M
1.01M $44.7M
WU
Western Union CO

Financial Services
550K
+ 4.61%
$10.52 - $11.94 $5.79M - $6.57M
12.5M $132M
ICFI
Icf International, Inc.

Industrials
2.79K
+ 1.27%
$117.59 - $175.87 $329K - $491K
222K $26.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
88.5K
+ 3.27%
$209.89 - $233.24 $18.6M - $20.6M
2.79M $593M
POOL
Pool Corp

Industrials
6.34K
+ 1.82%
$339.32 - $390.03 $2.15M - $2.47M
354K $121M
WELL
Welltower Inc.

Real Estate
12.5K
+ 0.21%
$123.11 - $139.3 $1.54M - $1.74M
6.08M $766M
WEX
Wex Inc.

Technology
2.24K
+ 0.71%
$167.45 - $216.67 $376K - $486K
317K $55.5M
ACLS
Axcelis Technologies Inc

Technology
22.9K
+ 6.6%
$69.18 - $105.1 $1.59M - $2.41M
370K $25.8M
KROS
Keros Therapeutics, Inc.

Healthcare
19.6K
+ 7.52%
$15.64 - $70.0 $306K - $1.37M
280K $4.43M
AVAV
Aero Vironment Inc

Industrials
7.39K
+ 2.88%
$153.72 - $235.17 $1.14M - $1.74M
264K $40.6M
PI
Impinj Inc

Technology
20.2K
+ 10.43%
$141.81 - $238.72 $2.86M - $4.81M
213K $31M
EIX
Edison International

Utilities
76.7K
+ 3.28%
$77.93 - $88.36 $5.97M - $6.77M
2.42M $193M
NHI
National Health Investors Inc

Real Estate
24.5K
+ 2.87%
$68.83 - $83.01 $1.68M - $2.03M
877K $60.8M
FE
Firstenergy Corp

Utilities
105K
+ 3.2%
$39.14 - $44.52 $4.13M - $4.69M
3.4M $135M
CAG
Conagra Brands Inc.

Consumer Defensive
137K
+ 4.4%
$26.48 - $32.72 $3.62M - $4.47M
3.24M $89.9M
ROP
Roper Technologies Inc

Industrials
24.3K
+ 3.74%
$519.85 - $575.95 $12.6M - $14M
673K $350M
HIG
Hartford Financial Services Group, Inc.

Financial Services
39.6K
+ 2.11%
$107.06 - $123.74 $4.24M - $4.9M
1.91M $209M
IR
Ingersoll Rand Inc.

Industrials
65.5K
+ 2.97%
$90.46 - $105.35 $5.93M - $6.9M
2.27M $206M
MTCH
Match Group, Inc.

Communication Services
69.9K
+ 2.69%
$30.29 - $38.64 $2.12M - $2.7M
2.67M $87.3M
VRNS
Varonis Systems Inc

Technology
8.92K
+ 0.93%
$43.91 - $60.0 $392K - $535K
972K $43.2M
AVNT
Avient Corp

Basic Materials
12.8K
+ 1.03%
$40.12 - $53.17 $513K - $679K
1.26M $51.3M
KSS
Kohls Corp

Consumer Cyclical
55.5K
+ 3.24%
$13.86 - $20.95 $770K - $1.16M
1.77M $24.9M
CPB
Campbell Soup CO

Consumer Defensive
21.8K
+ 1.24%
$41.42 - $48.71 $905K - $1.06M
1.79M $74.9M
TSCO
Tractor Supply CO

Consumer Cyclical
2.61M
+ 413.81%
$52.59 - $303.74 $137M - $794M
3.24M $172M
FR
First Industrial Realty Trust Inc

Real Estate
23.3K
+ 1.07%
$49.6 - $55.9 $1.15M - $1.3M
2.21M $111M
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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