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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
ABEOAbeona Therapeutics Inc
Recent Activity
New Position
0.01%
$150,732
23,850 shares@ $6.32 avg price
ALGSAligos Therapeutics Inc
Recent Activity
New Position
0.01%
$103,747
11,980 shares@ $8.67 avg price
ORGNOrigin Materials Inc
Recent Activity
New Position
0.01%
$92,400
60,000 shares@ $1.54 avg price
DOUGDouglas Elliman Inc
Recent Activity
New Position
0.01%
$73,200
40,000 shares@ $1.83 avg price
UONEUrban One Inc
Recent Activity
New Position
0.01%
$21,537
12,237 shares@ $1.76 avg price