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Omar Aguilar

Charles Schwab Investment Management Inc

Assets Managed
$654.473B
Holdings
3455
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
1.7%(2Q avg: 2.22%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Charles Schwab Investment Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3455 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 654.473B in assets, with a quarterly growth rate of 1.7% and a 2-quarter average growth rate of 2.22%. The portfolio is managed by Omar Aguilar, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 3.08%
4.29%
$28.042B
160.789M shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.57%
3.97%
$25.974B
102.345M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.12%
2.98%
$19.441B
52.519M shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.03%
2.12%
$13.87B
66.598M shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.6%
1.8%
$11.767B
40.919M shares@ $287.57 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 1.45%
1.79%
$11.681B
419.423M shares@ $27.85 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 3.09%
1.6%
$10.432B
33.71M shares@ $309.47 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.29%
1.43%
$9.301B
32.422M shares@ $286.86 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.99%
1.35%
$8.814B
15.404M shares@ $572.17 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.23%
1.15%
$7.471B
36.118M shares@ $206.86 avg price

1-10 of 3455