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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
AAPLApple Inc
Recent Activity
Increased 6.62%
4.23%
$22.122B
94.943M shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.41%
3.88%
$20.323B
47.229M shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.42%
3.39%
$17.739B
146.069M shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.58%
2.04%
$10.678B
57.308M shares@ $186.33 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 0.25%
1.79%
$9.374B
130.624M shares@ $71.76 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.87%
1.52%
$7.915B
13.828M shares@ $572.44 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.43%
1.18%
$6.175B
37.233M shares@ $165.85 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 1.14%
1.13%
$5.883B
98.755M shares@ $59.57 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -14.56%
1.09%
$5.697B
120.665M shares@ $47.22 avg price
AVGOBroadcom Inc
Recent Activity
Increased 962.33%
1.06%
$5.52B
31.997M shares@ $172.51 avg price