Current Market Value 0
Current Holdings 0
Most Recent File Date 2025-02-06
Total Filings on Record 65
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Charles Schwab Investment Advisory, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-02-06 2024-12-31 13F-HR 0 0
2024-11-12 2024-09-30 13F-HR 0 0
2024-08-13 2024-06-30 13F-HR 0 0
2024-05-09 2024-03-31 13F-HR 123 72,778,185
2024-02-06 2023-12-31 13F-HR 118 69,616,319
2023-11-08 2023-09-30 13F-HR 103 63,346,948
2023-08-10 2023-06-30 13F-HR 113 64,504,562
2023-05-12 2023-03-31 13F-HR 109 62,744,486
2023-02-13 2022-12-31 13F-HR 107 59,345,450
2022-11-14 2022-09-30 13F-HR 104 54,671,307
2022-08-15 2022-06-30 13F-HR 100 57,526,808
2022-05-13 2022-03-31 13F-HR 110 62,901,809
2022-02-11 2021-12-31 13F-HR 96 63,779,424
2021-11-16 2021-09-30 13F-HR 83 59,860,124
2021-08-16 2021-06-30 13F-HR 87 58,381,036
2021-05-17 2021-03-31 13F-HR 86 53,147,992
2021-02-16 2020-12-31 13F-HR 71 48,242,331
2020-11-13 2020-09-30 13F-HR 66 42,015,793
2020-08-14 2020-06-30 13F-HR 64 39,684,592
2020-05-15 2020-03-31 13F-HR 59 35,268,442
2020-02-13 2019-12-31 13F-HR 173 70,536,292
2019-11-14 2019-09-30 13F-HR 176 65,131,054
2019-08-12 2019-06-30 13F-HR 177 62,782,203
2019-05-14 2019-03-31 13F-HR 170 59,245,701
2019-02-13 2018-12-31 13F-HR 174 52,823,651
2019-07-12 2018-09-30 13F-HR/A 1 R 164 57,791,376
2018-11-13 2018-09-30 13F-HR 164 57,791,376
2019-07-12 2018-06-30 13F-HR/A 1 R 164 54,589,755
2018-08-09 2018-06-30 13F-HR 164 54,589,755
2019-07-12 2018-03-31 13F-HR/A 1 R 78 30,830,604
2018-05-07 2018-03-31 13F-HR 78 30,830,604
2019-07-12 2017-12-31 13F-HR/A 1 R 77 27,826,693
2018-02-05 2017-12-31 13F-HR 77 27,826,693
2019-07-12 2017-09-30 13F-HR/A 1 R 72 24,332,474
2017-11-07 2017-09-30 13F-HR 72 24,332,474
2019-07-12 2017-06-30 13F-HR/A 1 R 70 20,954,754
2017-08-01 2017-06-30 13F-HR 70 20,954,754
2019-07-12 2017-03-31 13F-HR/A 1 R 68 17,756,743
2017-05-05 2017-03-31 13F-HR 68 17,756,743
2019-07-12 2016-12-31 13F-HR/A 1 R 70 14,446,746
2017-02-07 2016-12-31 13F-HR 70 14,446,746
2019-09-25 2016-09-30 13F-HR/A 1 R 72 12,740,814
2016-11-14 2016-09-30 13F-HR 72 12,740,814
2019-09-25 2016-06-30 13F-HR/A 1 R 70 10,965,543
2016-08-15 2016-06-30 13F-HR 70 10,965,543
2019-09-25 2016-03-31 13F-HR/A 1 R 68 9,600,925
2016-05-04 2016-03-31 13F-HR 68 9,600,925
2019-09-25 2015-12-31 13F-HR/A 2 R 69 8,277,645
2016-05-31 2015-12-31 13F-HR/A 1 R 69 8,277,645
2016-02-11 2015-12-31 13F-HR 88 8,298,541
2019-09-25 2015-09-30 13F-HR/A 2 R 68 7,071,123
2016-05-31 2015-09-30 13F-HR/A 1 R 68 7,071,123
2015-11-13 2015-09-30 13F-HR 76 7,078,238
2019-09-25 2015-06-30 13F-HR/A 1 R 63 6,466,593
2015-08-12 2015-06-30 13F-HR 63 6,466,593
2019-09-25 2015-03-31 13F-HR/A 1 R 49 3,981,071
2015-05-11 2015-03-31 13F-HR 49 3,981,071
2015-02-13 2014-12-31 13F-HR 43 3,405,814
2014-11-06 2014-09-30 13F-HR 29 3,226,697
2014-07-25 2014-06-30 13F-HR 32 3,150,195
2019-09-25 2014-03-31 13F-HR/A 1 R 31 2,885,864
2014-05-01 2014-03-31 13F-HR 31 2,885,864
2014-01-29 2013-12-31 13F-HR 44 2,684,661
2013-10-16 2013-09-30 13F-HR 28 2,503,462
2013-07-31 2013-06-30 13F-HR 29 2,323,960