Institutional
Charles Schwab Investment Advisory, Inc.
CIK 0001501902
$0
Reported AUM
1
Positions
Q4 2024
Period
2025-02-06
Filed
Editorial summary
Summary for Charles Schwab Investment Advisory, Inc. · Q4 2024 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q4 2024
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | NA | — | — | — | — | — | — | — | HELD |
Source: SEC EDGAR · accession 0001085146-25-000856. 13F discloses long positions only — shorts, foreign equities, and options are excluded.