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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
FNDFSchwab Strategic Tr
Recent Activity
Increased 1.14%
0.99%
$5.155B
137.956M shares@ $37.37 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.02%
0.96%
$5.007B
29.949M shares@ $167.19 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.49%
0.94%
$4.877B
10.596M shares@ $460.26 avg price
CVXChevron Corp New
Recent Activity
Increased 11.49%
0.88%
$4.581B
31.109M shares@ $147.27 avg price
VZVerizon Communications Inc
Recent Activity
Increased 6.23%
0.87%
$4.548B
101.273M shares@ $44.91 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 2.07%
0.85%
$4.402B
82.72M shares@ $53.22 avg price
TSLATesla Inc
Recent Activity
Increased 1.86%
0.83%
$4.329B
16.546M shares@ $261.64 avg price
LLYEli Lilly & Co
Recent Activity
Increased 0.22%
0.82%
$4.284B
4.835M shares@ $885.95 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 4.24%
0.76%
$3.977B
19.25M shares@ $206.57 avg price
PFEPfizer Inc
Recent Activity
Increased 10.97%
0.72%
$3.766B
130.144M shares@ $28.95 avg price