Omar Aguilar

@Charles Schwab Investment Management Inc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$523.952B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VLOValero Energy Corp Recent Activity Increased 0.5%	0.27%	$1.389B 10.287M shares@ $135.03 avg price	Increased 0.5%
CMCSAComcast Corp New Recent Activity Increased 1.33%	0.26%	$1.331B 31.871M shares@ $41.77 avg price	Increased 1.33%
FFord Mtr Co Recent Activity Increased 4.5%	0.25%	$1.295B 122.609M shares@ $10.57 avg price	Increased 4.5%
PLDPrologis Inc. Recent Activity Increased 4.52%	0.25%	$1.292B 10.229M shares@ $126.28 avg price	Increased 4.52%
PAYXPaychex Inc Recent Activity Increased 3.77%	0.25%	$1.278B 9.525M shares@ $134.19 avg price	Increased 3.77%
CATCaterpillar Inc Recent Activity Increased 0.26%	0.25%	$1.262B 3.227M shares@ $391.12 avg price	Increased 0.26%
IGSBIshares Tr Recent Activity Increased 0.43%	0.24%	$1.235B 23.461M shares@ $52.66 avg price	Increased 0.43%
GEGe Aerospace Recent Activity Increased 0.12%	0.24%	$1.232B 6.531M shares@ $188.58 avg price	Increased 0.12%
AMTAmerican Tower Corp New Recent Activity Increased 4.9%	0.24%	$1.211B 5.209M shares@ $232.56 avg price	Increased 4.9%
MSMorgan Stanley Recent Activity Increased 0.15%	0.22%	$1.144B 10.972M shares@ $104.24 avg price	Increased 0.15%