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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
BOWBowhead Specialty Hldgs Inc
Recent Activity
New Position
0.01%
$1.829M
65,288 shares@ $28.02 avg price
DNAGinkgo Bioworks Holdings Inc
Recent Activity
New Position
0.01%
$1.763M
216,345 shares@ $8.16 avg price
RAPPRapport Therapeutics Inc
Recent Activity
New Position
0.01%
$1.498M
73,146 shares@ $20.48 avg price
LIONLionsgate Studios Corp
Recent Activity
New Position
0.01%
$1.369M
191,461 shares@ $7.15 avg price
WBTNWebtoon Entmt Inc
Recent Activity
New Position
0.01%
$1.344M
117,442 shares@ $11.44 avg price
VIKViking Holdings Ltd
Recent Activity
New Position
0.01%
$1.269M
36,358 shares@ $34.9 avg price
ALMSAlumis Inc
Recent Activity
New Position
0.01%
$1.16M
108,593 shares@ $10.68 avg price
FERFerrovial Se
Recent Activity
New Position
0.01%
$939,771
21,759 shares@ $43.19 avg price
MPLNMultiplan Corporation
Recent Activity
New Position
0.01%
$936,006
122,514 shares@ $7.64 avg price
SEGSeaport Entmt Group Inc
Recent Activity
New Position
0.01%
$835,158
30,458 shares@ $27.42 avg price