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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
TELTe Connectivity Plc
Recent Activity
New Position
0.06%
$266.059M
1.762M shares@ $150.99 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.03%
$151.212M
3.06M shares@ $49.43 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.03%
$143.983M
725,961 shares@ $198.34 avg price
TLNTalen Energy Corp
Recent Activity
New Position
0.02%
$77.067M
432,376 shares@ $178.24 avg price
SITCSite Ctrs Corp
Recent Activity
New Position
0.02%
$53.957M
891,853 shares@ $60.51 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.01%
$39.928M
3.555M shares@ $11.23 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.01%
$39.664M
1.677M shares@ $23.66 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$32.505M
806,378 shares@ $40.31 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$24.527M
760,516 shares@ $32.25 avg price
QXOQxo Inc
Recent Activity
New Position
0.01%
$24.13M
1.53M shares@ $15.77 avg price