Charles Schwab Investment Advisory, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$12.74B
13F filings
18
Latest filing
Sep 25, 2019

Top 10 holdings

FNDX $935.57M
7.34% of AUM
SCHX $906.84M
7.12% of AUM
VMBS $754.80M
5.92% of AUM
SCHF $667.11M
5.24% of AUM
FNDF $661.36M
5.19% of AUM
SHYG $650.07M
5.10% of AUM
FNDA $584.53M
4.59% of AUM
KOL1 $477.24M
3.75% of AUM
IWB $469.54M
3.69% of AUM
VEA $435.90M
3.42% of AUM

About this filer

FilingIQ has indexed 18 quarterly Form 13F filings from Charles Schwab Investment Advisory, Inc.. Reported assets under management total $12.74B.

View live Charles Schwab Investment Advisory, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Charles Schwab Investment Advisory, Inc. have under management?
Per Charles Schwab Investment Advisory, Inc.'s most recent SEC Form 13F filing dated Sep 25, 2019, total assets under management are $12.74B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Charles Schwab Investment Advisory, Inc. submitted?
FilingIQ has indexed 18 quarterly Form 13F filings from Charles Schwab Investment Advisory, Inc.. Filings are due 45 days after quarter-end.
Where does Charles Schwab Investment Advisory, Inc.'s holdings data come from?
Every position shown on this page sources back to Charles Schwab Investment Advisory, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.