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Omar Aguilar

@Charles Schwab Investment Management Inc

Latest period2024 - Q3ReportedManaged Assets$523.952BTotal holdings3501
Assets growth rate-0.17%Assets growth rate (2-Q avg)10.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Charles Schwab Investment Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3501 positions.

Assets under management

The assets under management (AUM) of Charles Schwab Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 523.952B in assets, with a quarterly growth rate of -0.17% and a 2-quarter average growth rate of 10.5%. The portfolio is managed by Omar Aguilar, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -14.56%
1.09%
$5.697B
120.665M shares@ $47.22 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.2%
1.06%
$5.513B
13.607M shares@ $405.18 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -4.55%
0.9%
$4.707B
23.837M shares@ $197.47 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.91%
0.86%
$4.498B
62.593M shares@ $71.86 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.9%
0.81%
$4.224B
20.032M shares@ $210.86 avg price
FNDESchwab Strategic Tr
Recent Activity
Decreased -0.63%
0.77%
$3.998B
123.882M shares@ $32.28 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -6.85%
0.71%
$3.705B
6.339M shares@ $584.55 avg price
BLKBlackrock Inc
Recent Activity
Decreased -0.47%
0.68%
$3.561B
3.751M shares@ $949.51 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -7.05%
0.68%
$3.532B
6.041M shares@ $584.69 avg price
FNDCSchwab Strategic Tr
Recent Activity
Decreased -12%
0.36%
$1.878B
49.228M shares@ $38.16 avg price