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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
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 3.29%
0.31%
$1.613B
31.56M shares@ $51.13 avg price
OKEOneok Inc New
Recent Activity
Increased 3.94%
0.31%
$1.593B
17.481M shares@ $91.14 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 1.88%
0.31%
$1.585B
9.657M shares@ $164.08 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 2.57%
0.29%
$1.512B
2.444M shares@ $618.57 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 2.75%
0.29%
$1.502B
44.565M shares@ $33.72 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.02%
0.28%
$1.446B
6.539M shares@ $221.09 avg price
LINLinde Plc
Recent Activity
Increased 1.72%
0.28%
$1.438B
3.016M shares@ $476.87 avg price
KMBKimberly-clark Corp
Recent Activity
Increased 3.7%
0.28%
$1.431B
10.061M shares@ $142.29 avg price
FASTFastenal Co
Recent Activity
Increased 3.16%
0.28%
$1.42B
19.878M shares@ $71.43 avg price
ADBEAdobe Inc
Recent Activity
Increased 0.8%
0.27%
$1.407B
2.716M shares@ $517.78 avg price