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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
XOMExxon Mobil Corp
Recent Activity
Increased 0.48%
0.7%
$3.653B
31.16M shares@ $117.22 avg price
PEPPepsico Inc
Recent Activity
Increased 5.56%
0.7%
$3.632B
21.361M shares@ $170.06 avg price
AMGNAmgen Inc
Recent Activity
Increased 2.45%
0.65%
$3.394B
10.533M shares@ $322.21 avg price
VVisa Inc
Recent Activity
Increased 6.18%
0.61%
$3.168B
11.522M shares@ $274.96 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 3.34%
0.61%
$3.158B
61.03M shares@ $51.74 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 6.42%
0.58%
$2.99B
21.928M shares@ $136.34 avg price
MOAltria Group Inc
Recent Activity
Increased 1.04%
0.57%
$2.935B
57.508M shares@ $51.04 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.59%
0.55%
$2.859B
17.639M shares@ $162.06 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.65%
0.55%
$2.844B
16.422M shares@ $173.21 avg price
WMTWalmart Inc
Recent Activity
Increased 1.14%
0.49%
$2.522B
31.237M shares@ $80.75 avg price