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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
ITOTIshares Tr
Recent Activity
Exited
0%
$865.275M
7.285M shares@ $118.79 avg price
SCHDSchwab Strategic Tr
Recent Activity
Exited
0%
$791.031M
10.173M shares@ $77.77 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Exited
0%
$608.665M
1.118M shares@ $544.22 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$510.581M
5.452M shares@ $93.65 avg price
MBBIshares Tr
Recent Activity
Exited
0%
$510.082M
5.556M shares@ $91.81 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$491.914M
6.154M shares@ $79.94 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$482.581M
7.228M shares@ $66.78 avg price
COMTIshares U S Etf Tr
Recent Activity
Exited
0%
$369.136M
13.517M shares@ $27.31 avg price
TIPIshares Tr
Recent Activity
Exited
0%
$356.501M
3.339M shares@ $106.79 avg price
IVVIshares Tr
Recent Activity
Exited
0%
$318.896M
582,745 shares@ $547.24 avg price