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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
COSTCostco Whsl Corp New
Recent Activity
Increased 1.16%
0.48%
$2.49B
2.808M shares@ $886.53 avg price
MAMastercard Incorporated
Recent Activity
Increased 2.05%
0.48%
$2.474B
5.01M shares@ $493.81 avg price
USBUs Bancorp Del
Recent Activity
Increased 3.95%
0.42%
$2.164B
47.329M shares@ $45.73 avg price
EOGEog Res Inc
Recent Activity
Increased 0.44%
0.41%
$2.14B
17.411M shares@ $122.93 avg price
MRKMerck & Co Inc
Recent Activity
Increased 2.82%
0.41%
$2.136B
18.807M shares@ $113.57 avg price
ORCLOracle Corp
Recent Activity
Increased 0.13%
0.4%
$2.072B
12.164M shares@ $170.36 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.17%
0.35%
$1.829B
2.579M shares@ $709.27 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 1.2%
0.33%
$1.705B
4.824M shares@ $353.48 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.9%
0.33%
$1.694B
5.564M shares@ $304.51 avg price
CRMSalesforce Inc
Recent Activity
Increased 1.66%
0.31%
$1.618B
5.913M shares@ $273.71 avg price