Charles Schwab Investment Advisory, Inc.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
San Francisco, CA
CIK
0001501902
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 103 63,346,948 13F-HR 11/8/2023 000108514623004201 Charles Schwab Investment Advisory, Inc.
Q2 2023 113 64,504,562 13F-HR 8/9/2023 000108514623003188 Charles Schwab Investment Advisory, Inc.
Q1 2023 109 62,744,486 13F-HR 5/11/2023 000108514623002265 Charles Schwab Investment Advisory, Inc.
Q4 2022 107 59,345,450 13F-HR 2/13/2023 000108514623001128 Charles Schwab Investment Advisory, Inc.
Q3 2022 104 54,671,307 13F-HR 11/14/2022 000108514622004039 Charles Schwab Investment Advisory, Inc.
Q2 2022 100 57,526,808 13F-HR 8/15/2022 000108514622003095 Charles Schwab Investment Advisory, Inc.
Q1 2022 110 62,901,809 13F-HR 5/13/2022 000108514622002077 Charles Schwab Investment Advisory, Inc.
Q4 2021 96 63,779,424 13F-HR 2/11/2022 000108514622000878 Charles Schwab Investment Advisory, Inc.
Q3 2021 83 59,860,124 13F-HR 11/15/2021 000108514621003392 Charles Schwab Investment Advisory, Inc.
Q2 2021 87 58,381,036 13F-HR 8/16/2021 000108514621002562 Charles Schwab Investment Advisory, Inc.
Q1 2021 86 53,147,992 13F-HR 5/17/2021 000108514621001719 Charles Schwab Investment Advisory, Inc.
Q4 2020 71 48,242,331 13F-HR 2/16/2021 000108514621000774 Charles Schwab Investment Advisory, Inc.
Q3 2020 66 42,015,793 13F-HR 11/13/2020 000108514620002920 Charles Schwab Investment Advisory, Inc.
Q2 2020 64 39,684,592 13F-HR 8/14/2020 000108514620002232 Charles Schwab Investment Advisory, Inc.
Q1 2020 59 35,268,442 13F-HR 5/15/2020 000108514620001591 Charles Schwab Investment Advisory, Inc.
Q4 2019 173 70,536,292 13F-HR 2/13/2020 000108514620000655 Charles Schwab Investment Advisory, Inc.
Q3 2019 176 65,131,054 13F-HR 11/14/2019 000108514619002989 Charles Schwab Investment Advisory, Inc.
Q2 2019 177 62,782,203 13F-HR 8/12/2019 000108514619002212 Charles Schwab Investment Advisory, Inc.
Q1 2019 170 59,245,701 13F-HR 5/14/2019 000108514619001525 Charles Schwab Investment Advisory, Inc.
Q4 2018 174 52,823,651 13F-HR 2/13/2019 000108514619000661 Charles Schwab Investment Advisory, Inc.
Q3 2018 164 57,791,376 RESTATEMENT 7/12/2019 000108514619001876 Charles Schwab Investment Advisory, Inc.
Q3 2018 164 57,791,376 13F-HR 11/14/2018 000108514618002648 Charles Schwab Investment Advisory, Inc.
Q2 2018 164 54,589,755 RESTATEMENT 7/12/2019 000108514619001875 Charles Schwab Investment Advisory, Inc.
Q2 2018 164 54,589,755 13F-HR 8/9/2018 000108514618001916 Charles Schwab Investment Advisory, Inc.
Q1 2018 78 30,830,604 RESTATEMENT 7/12/2019 000108514619001874 Charles Schwab Investment Advisory, Inc.
Q1 2018 78 30,830,604 13F-HR 5/7/2018 000108514618001244 Charles Schwab Investment Advisory, Inc.
Q4 2017 77 27,826,693 RESTATEMENT 7/12/2019 000108514619001873 Charles Schwab Investment Advisory, Inc.
Q4 2017 77 27,826,693 13F-HR 2/6/2018 000108514618000335 Charles Schwab Investment Advisory, Inc.
Q3 2017 72 24,332,474 RESTATEMENT 7/12/2019 000108514619001872 Charles Schwab Investment Advisory, Inc.
Q3 2017 72 24,332,474 13F-HR 11/7/2017 000108514617002224 Charles Schwab Investment Advisory, Inc.
Q2 2017 70 20,954,754 RESTATEMENT 7/12/2019 000108514619001871 Charles Schwab Investment Advisory, Inc.
Q2 2017 70 20,954,754 13F-HR 8/2/2017 000108514617001608 Charles Schwab Investment Advisory, Inc.
Q1 2017 68 17,756,743 RESTATEMENT 7/12/2019 000108514619001870 Charles Schwab Investment Advisory, Inc.
Q1 2017 68 17,756,743 13F-HR 5/5/2017 000108514617001110 Charles Schwab Investment Advisory, Inc.
Q4 2016 70 14,446,746 RESTATEMENT 7/12/2019 000108514619001869 Charles Schwab Investment Advisory, Inc.
Q4 2016 70 14,446,746 13F-HR 2/7/2017 000108514617000314 Charles Schwab Investment Advisory, Inc.
Q3 2016 72 12,740,814 RESTATEMENT 9/25/2019 000108514619002430 Charles Schwab Investment Advisory, Inc.
Q3 2016 72 12,740,814 13F-HR 11/14/2016 000108514616004824 Charles Schwab Investment Advisory, Inc.
Q2 2016 70 10,965,543 RESTATEMENT 9/25/2019 000108514619002429 Charles Schwab Investment Advisory, Inc.
Q2 2016 70 10,965,543 13F-HR 8/15/2016 000108514616004329 Charles Schwab Investment Advisory, Inc.
Q1 2016 68 9,600,925 RESTATEMENT 9/25/2019 000108514619002428 Charles Schwab Investment Advisory, Inc.
Q1 2016 68 9,600,925 13F-HR 5/4/2016 000108514616003585 Charles Schwab Investment Advisory, Inc.
Q4 2015 69 8,277,645 RESTATEMENT 9/25/2019 000108514619002427 Charles Schwab Investment Advisory, Inc.
Q4 2015 69 8,277,645 RESTATEMENT 5/31/2016 000108514616003882 Charles Schwab Investment Advisory, Inc.
Q4 2015 88 8,298,541 13F-HR 2/11/2016 000108514616002931 Charles Schwab Investment Advisory, Inc.
Q3 2015 68 7,071,123 RESTATEMENT 9/25/2019 000108514619002426 Charles Schwab Investment Advisory, Inc.
Q3 2015 68 7,071,123 RESTATEMENT 5/31/2016 000108514616003881 Charles Schwab Investment Advisory, Inc.
Q3 2015 76 7,078,238 13F-HR 11/13/2015 000108514615002305 Charles Schwab Investment Advisory, Inc.
Q2 2015 63 6,466,593 RESTATEMENT 9/25/2019 000108514619002425 Charles Schwab Investment Advisory, Inc.
Q2 2015 63 6,466,593 13F-HR 8/12/2015 000108514615001709 Charles Schwab Investment Advisory, Inc.
Q1 2015 49 3,981,071 RESTATEMENT 9/25/2019 000108514619002424 Charles Schwab Investment Advisory, Inc.
Q1 2015 49 3,981,071 13F-HR 5/11/2015 000108514615001103 Charles Schwab Investment Advisory, Inc.
Q4 2014 43 3,405,814 13F-HR 2/13/2015 000108514615000501 Charles Schwab Investment Advisory, Inc.
Q3 2014 29 3,226,697 13F-HR 11/6/2014 000108514614002087 Charles Schwab Investment Advisory, Inc.
Q2 2014 32 3,150,195 13F-HR 7/25/2014 000108514614001414 Charles Schwab Investment Advisory, Inc.
Q1 2014 31 2,885,864 RESTATEMENT 9/25/2019 000108514619002423 Charles Schwab Investment Advisory, Inc.
Q1 2014 31 2,885,864 13F-HR 5/1/2014 000108514614000944 Charles Schwab Investment Advisory, Inc.
Q4 2013 44 2,684,661 13F-HR 1/29/2014 000108514614000180 Charles Schwab Investment Advisory, Inc.