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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
VTECVanguard Calif Tax Free Fds
Recent Activity
New Position
0.01%
$23.248M
229,313 shares@ $101.38 avg price
LINELineage Inc
Recent Activity
New Position
0.01%
$13.786M
175,882 shares@ $78.38 avg price
WAYWaystar Hldg Corp
Recent Activity
New Position
0.01%
$10.224M
366,593 shares@ $27.9 avg price
SILASila Realty Trust Inc
Recent Activity
New Position
0.01%
$8.1M
320,269 shares@ $25.29 avg price
CLMTCalumet Inc
Recent Activity
New Position
0.01%
$7.149M
401,201 shares@ $17.83 avg price
INVXInnovex International Inc
Recent Activity
New Position
0.01%
$6.358M
433,094 shares@ $14.69 avg price
OSOnestream Inc
Recent Activity
New Position
0.01%
$5.617M
165,707 shares@ $33.9 avg price
CONConcentra Group Holdings Par
Recent Activity
New Position
0.01%
$4.244M
189,810 shares@ $22.37 avg price
RYAAYRyanair Holdings Plc
Recent Activity
New Position
0.01%
$4.067M
90,015 shares@ $45.19 avg price
FSUNFirstsun Cap Bancorp
Recent Activity
New Position
0.01%
$2.816M
66,102 shares@ $42.6 avg price