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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
ARTVArtiva Biotherapeutics Inc
Recent Activity
New Position
0.01%
$622,527
40,293 shares@ $15.46 avg price
ABLAbacus Life Inc
Recent Activity
New Position
0.01%
$613,636
60,636 shares@ $10.12 avg price
LIFLife360 Inc
Recent Activity
New Position
0.01%
$547,240
13,907 shares@ $39.35 avg price
HEWJIshares Tr
Recent Activity
New Position
0.01%
$535,744
13,051 shares@ $41.06 avg price
ARDTArdent Health Partners Inc
Recent Activity
New Position
0.01%
$525,760
28,605 shares@ $18.39 avg price
BKSYBlacksky Technology Inc
Recent Activity
New Position
0.01%
$452,395
95,442 shares@ $4.74 avg price
SCHKSchwab Strategic Tr
Recent Activity
New Position
0.01%
$283,627
5,130 shares@ $55.29 avg price
SUNSSunrise Rlty Tr Inc
Recent Activity
New Position
0.01%
$231,204
16,067 shares@ $14.39 avg price
TILInstil Bio Inc
Recent Activity
New Position
0.01%
$200,681
2,981 shares@ $67.33 avg price
EARNEllington Credit Company
Recent Activity
New Position
0.01%
$170,473
24,423 shares@ $6.99 avg price