$57.8 Billion is the total value of Charles Schwab Investment Advisory, Inc.'s 164 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2019-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 44 | Q1 2024 | 11.9% |
| SCHWAB STRATEGIC TR | 44 | Q1 2024 | 7.0% |
| SCHWAB STRATEGIC TR | 44 | Q1 2024 | 7.7% |
| SCHWAB STRATEGIC TR | 44 | Q1 2024 | 12.6% |
| SCHWAB STRATEGIC TR | 44 | Q1 2024 | 7.1% |
| SCHWAB STRATEGIC TR | 44 | Q1 2024 | 3.6% |
| SCHWAB STRATEGIC TR | 44 | Q1 2024 | 3.0% |
| SCHWAB STRATEGIC TR | 44 | Q1 2024 | 2.5% |
| ISHARES TR | 42 | Q1 2024 | 7.0% |
| ISHARES INC | 40 | Q1 2024 | 1.7% |
View Charles Schwab Investment Advisory, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Charles Schwab Investment Advisory, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.