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