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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
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$9.58B
149.101M shares@ $64.26 avg price
SCHISchwab Strategic Tr
Recent Activity
Exited
0%
$5.279B
119.715M shares@ $44.1 avg price
SCHFSchwab Strategic Tr
Recent Activity
Exited
0%
$4.534B
118.007M shares@ $38.43 avg price
SCHASchwab Strategic Tr
Recent Activity
Exited
0%
$4.131B
87.061M shares@ $47.45 avg price
SCHESchwab Strategic Tr
Recent Activity
Exited
0%
$2.635B
99.202M shares@ $26.57 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Exited
0%
$1.83B
37.027M shares@ $49.43 avg price
SCHHSchwab Strategic Tr
Recent Activity
Exited
0%
$1.692B
84.742M shares@ $19.97 avg price
SCHZSchwab Strategic Tr
Recent Activity
Exited
0%
$1.541B
33.808M shares@ $45.58 avg price
SCHCSchwab Strategic Tr
Recent Activity
Exited
0%
$1.411B
39.667M shares@ $35.59 avg price
SCHPSchwab Strategic Tr
Recent Activity
Exited
0%
$1.092B
20.987M shares@ $52.02 avg price