Charles Schwab Investment Advisory, Inc.

Portfolio Profile

CIK: 0001501902 | SAN FRANCISCO, CA

Investment Profile

Style

Aggressive Growth

Turnover

Very Low

Orientation

—

$0

AUM

1

Positions

0%

Top 10 Conc.

0%

Top 25 Conc.

Top Holdings

#	Security	Shares	Value	% of Portfolio
1	NA	0	$0	0.00%

Sector Allocation

Latest filing, equity positions only

Unclassified0% · $0

Sector Rotation

Quarter-over-quarter weight changes

Sector	Prev %	Curr %	Change
Unclassified	0%	0%	0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap Size	Prev %	Curr %	Change
Unclassified	0%

AUM History

$1.5B | 165 pos.

$1.4B | 153 pos.

$1.3B | 163 pos.

$59.3B | 167 pos.

$62.7B | 169 pos.

$64.5B | 169 pos.