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Charles Schwab Investment Advisory, Inc.

Period ended Dec 31, 2024 · Latest filing Feb 6, 2025

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Dec 31, 2024: $0

More quarters will appear as history becomes available.

Top holdings

Top 10 at Dec 31, 2024. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. NA · COM · 000000000 · shares: $0

Reported holdings

1 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
NACOM000000000 — 0 shares $0