Charles Schwab Investment Advisory, Inc. Diversified Active

CIK: 0001501902 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 12, 2019

Total Value: $54.59B (100.0% shares, 0.0% debt)

Holdings (164)

FNDX SCHWAB STRATEGIC TR 6.0%
Value $3.258B Shares 87,265,206 Est. Cost $33.27 Unrealized
SCHX SCHWAB STRATEGIC TR 4.6%
Value $2.511B Shares 38,633,175 Est. Cost $53.55 Unrealized
FNDF SCHWAB STRATEGIC TR 4.1%
Value $2.23B Shares 75,506,964 Est. Cost $27.28 Unrealized
SCHP SCHWAB STRATEGIC TR 4.0%
Value $2.192B Shares 39,916,530 Est. Cost $54.99 Unrealized
FNDA SCHWAB STRATEGIC TR 4.0%
Value $2.157B Shares 54,047,722 Est. Cost $33.93 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 3.5%
Value $1.908B Shares 37,111,373 Est. Cost $52.32 Unrealized
SCHR SCHWAB STRATEGIC TR 3.5%
Value $1.907B Shares 36,444,417 Est. Cost $52.74 Unrealized
SCHF SCHWAB STRATEGIC TR 3.1%
Value $1.701B Shares 51,462,638 Est. Cost $30.38 Unrealized
SCHA SCHWAB STRATEGIC TR 2.5%
Value $1.36B Shares 18,488,862 Est. Cost $61.06 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 2.4%
Value $1.292B Shares 30,105,319 Est. Cost $41.50 Unrealized
FNDC SCHWAB STRATEGIC TR 2.1%
Value $1.142B Shares 32,764,378 Est. Cost $30.93 Unrealized
FNDE SCHWAB STRATEGIC TR 2.0%
Value $1.113B Shares 40,210,786 Est. Cost $25.13 Unrealized
SCHH SCHWAB STRATEGIC TR 1.8%
Value $988M Shares 23,646,825 Est. Cost $39.47 Unrealized
HYLB DBX ETF TR 1.6%
Value $872M Shares 17,753,623 Est. Cost $49.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.5%
Value $835M Shares 19,775,063 Est. Cost $42.73 Unrealized
SCHC SCHWAB STRATEGIC TR 1.5%
Value $820M Shares 22,743,617 Est. Cost $32.33 Unrealized
SCHE SCHWAB STRATEGIC TR 1.5%
Value $820M Shares 31,662,926 Est. Cost $23.88 Unrealized
SPIB SPDR SERIES TRUST 1.3%
Value $733M Shares 22,025,811 Est. Cost $34.16 Unrealized
ISHARES GOLD TRUST 1.3%
Value $715M Shares 59,459,285 Est. Cost $12.00 Unrealized
VTEB VANGUARD MUN BD FD INC 1.3%
Value $708M Shares 13,894,726 Est. Cost $51.22 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.2%
Value $636M Shares 7,618,917 Est. Cost $83.55 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 1.1%
Value $580M Shares 9,990,101 Est. Cost $55.96 Unrealized
TIP ISHARES TR 1.0%
Value $536M Shares 4,746,795 Est. Cost $113.22 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value $508M Shares 3,619,954 Est. Cost $140.43 Unrealized
ISTB ISHARES TR 0.9%
Value $464M Shares 9,454,483 Est. Cost $49.08 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value $435M Shares 2,531,608 Est. Cost $171.65 Unrealized
COMT ISHARES US ETF TR 0.8%
Value $432M Shares 11,047,822 Est. Cost $39.06 Unrealized
VANECK VECTORS ETF TR 0.8%
Value $429M Shares 25,231,590 Est. Cost $18.75 Unrealized
MSFT MICROSOFT CORP 0.8%
Value $424M Shares 4,298,382 Est. Cost $89.76 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.8%
Value $414M Shares 3,271,548 Est. Cost $89.14 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.7%
Value $397M Shares 8,049,503 Est. Cost $44.23 Unrealized
EXXON MOBIL CORP 0.7%
Value $394M Shares 4,767,475 Est. Cost $82.73 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value $383M Shares 3,158,773 Est. Cost $100.70 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.7%
Value $379M Shares 1,396,273 Est. Cost $271.27 Unrealized
ALPS ETF TR 0.7%
Value $375M Shares 37,081,008 Est. Cost $10.10 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $354M Shares 7,026,595 Est. Cost $32.21 Unrealized 0.0%
VFC V F CORP 0.6%
Value $352M Shares 4,318,036 Est. Cost $75.34 Unrealized 0.0%
BB&T CORP 0.6%
Value $346M Shares 6,868,000 Est. Cost $50.44 Unrealized
UNITED TECHNOLOGIES CORP 0.6%
Value $341M Shares 2,729,721 Est. Cost $125.03 Unrealized
BKLN INVESCO EXCHNG TRADED FD TR 0.6%
Value $330M Shares 14,392,586 Est. Cost $22.90 Unrealized
AGG ISHARES TR 0.6%
Value $329M Shares 3,089,858 Est. Cost $106.32 Unrealized
PPG PPG INDS INC 0.6%
Value $328M Shares 3,161,810 Est. Cost $91.63 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value $328M Shares 2,345,897 Est. Cost $99.95 Unrealized 0.0%
EBND SPDR SERIES TRUST 0.6%
Value $323M Shares 11,989,625 Est. Cost $30.02 Unrealized
T AT&T INC 0.6%
Value $321M Shares 10,010,841 Est. Cost $14.53 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.6%
Value $321M Shares 5,794,014 Est. Cost $43.34 Unrealized 0.0%
VRP INVESCO EXCHNG TRADED FD TR 0.6%
Value $315M Shares 12,693,368 Est. Cost $24.85 Unrealized
DEO DIAGEO P L C 0.6%
Value $301M Shares 2,092,668 Est. Cost $144.01 Unrealized
VIG VANGUARD GROUP 0.5%
Value $299M Shares 2,942,923 Est. Cost $101.62 Unrealized
BND VANGUARD BD INDEX FD INC 0.5%
Value $299M Shares 3,769,984 Est. Cost $79.19 Unrealized
NVS NOVARTIS A G 0.5%
Value $298M Shares 3,938,810 Est. Cost $75.54 Unrealized
BDX BECTON DICKINSON & CO 0.5%
Value $291M Shares 1,215,426 Est. Cost $198.45 Unrealized 0.0%
PFE PFIZER INC 0.5%
Value $286M Shares 7,889,424 Est. Cost $24.30 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.5%
Value $283M Shares 2,564,543 Est. Cost $87.28 Unrealized 0.0%
CSCO CISCO SYS INC 0.5%
Value $280M Shares 6,502,201 Est. Cost $34.74 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.5%
Value $279M Shares 2,676,544 Est. Cost $89.02 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.5%
Value $277M Shares 3,431,110 Est. Cost $56.59 Unrealized 0.0%
ABT ABBOTT LABS 0.5%
Value $276M Shares 4,520,366 Est. Cost $53.15 Unrealized 0.0%
BCE BCE INC 0.5%
Value $273M Shares 6,746,251 Est. Cost $26.02 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.5%
Value $270M Shares 1,653,120 Est. Cost $139.31 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.5%
Value $269M Shares 4,588,398 Est. Cost $44.09 Unrealized 0.0%
LOW LOWES COS INC 0.5%
Value $267M Shares 2,788,947 Est. Cost $78.69 Unrealized 0.0%
WMT WALMART INC 0.5%
Value $266M Shares 3,101,697 Est. Cost $25.25 Unrealized 0.0%
MBB ISHARES TR 0.5%
Value $262M Shares 2,517,693 Est. Cost $104.21 Unrealized
VV VANGUARD INDEX FDS 0.5%
Value $249M Shares 1,999,767 Est. Cost $121.84 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value $241M Shares 3,088,570 Est. Cost $61.80 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.4%
Value $241M Shares 2,880,637 Est. Cost $66.34 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.4%
Value $241M Shares 3,686,757 Est. Cost $60.98 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value $240M Shares 812,664 Est. Cost $262.53 Unrealized 0.0%
IJR ISHARES TR 0.4%
Value $235M Shares 2,812,128 Est. Cost $83.46 Unrealized
RAYTHEON CO 0.4%
Value $230M Shares 1,192,746 Est. Cost $193.18 Unrealized
OMC OMNICOM GROUP INC 0.4%
Value $227M Shares 2,977,417 Est. Cost $56.08 Unrealized 0.0%
SPLV INVESCO EXCHNG TRADED FD TR 0.4%
Value $223M Shares 4,702,245 Est. Cost $47.41 Unrealized
EWH ISHARES INC 0.4%
Value $220M Shares 9,094,524 Est. Cost $24.21 Unrealized
ORCL ORACLE CORP 0.4%
Value $219M Shares 4,968,123 Est. Cost $41.17 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.4%
Value $214M Shares 1,374,722 Est. Cost $151.93 Unrealized 0.0%
MMM 3M CO 0.4%
Value $213M Shares 1,084,213 Est. Cost $130.14 Unrealized 0.0%
KO COCA COLA CO 0.4%
Value $207M Shares 4,711,656 Est. Cost $34.02 Unrealized 0.0%
GPC GENUINE PARTS CO 0.4%
Value $205M Shares 2,237,575 Est. Cost $73.12 Unrealized 0.0%
INTC INTEL CORP 0.4%
Value $204M Shares 4,108,670 Est. Cost $45.05 Unrealized 0.0%
TDTF FLEXSHARES TR 0.4%
Value $203M Shares 8,205,731 Est. Cost $24.44 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.4%
Value $194M Shares 1,726,053 Est. Cost $112.60 Unrealized
AAPL APPLE INC 0.4%
Value $191M Shares 1,033,594 Est. Cost $42.75 Unrealized 0.0%
CVS CVS HEALTH CORP 0.3%
Value $191M Shares 2,963,499 Est. Cost $51.69 Unrealized 0.0%
HDEF DBX ETF TR 0.3%
Value $182M Shares 7,760,095 Est. Cost $23.39 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $178M Shares 3,138,146 Est. Cost $32.20 Unrealized 0.0%
SPSB SPDR SERIES TRUST 0.3%
Value $175M Shares 5,815,998 Est. Cost $30.16 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value $174M Shares 2,682,485 Est. Cost $54.60 Unrealized 0.0%
FTEC FIDELITY 0.3%
Value $173M Shares 3,132,764 Est. Cost $51.87 Unrealized
CMF ISHARES TR 0.3%
Value $173M Shares 2,955,074 Est. Cost $63.29 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.3%
Value $172M Shares 4,297,689 Est. Cost $38.68 Unrealized
EFAV ISHARES TR 0.3%
Value $151M Shares 2,119,019 Est. Cost $71.14 Unrealized
TLT ISHARES TR 0.3%
Value $148M Shares 1,215,638 Est. Cost $121.72 Unrealized
SPSM SPDR SER TR 0.3%
Value $148M Shares 4,570,960 Est. Cost $30.15 Unrealized
DE DEERE & CO 0.3%
Value $139M Shares 992,825 Est. Cost $131.34 Unrealized 0.0%
EMB ISHARES TR 0.2%
Value $132M Shares 1,238,127 Est. Cost $106.77 Unrealized
PDBC INVESCO ACTIVELY MANAGD ETF 0.2%
Value $132M Shares 7,150,371 Est. Cost $18.46 Unrealized
FDIS FIDELITY 0.2%
Value $126M Shares 2,950,437 Est. Cost $41.47 Unrealized
SPTI SPDR SERIES TRUST 0.2%
Value $122M Shares 2,077,068 Est. Cost $58.69 Unrealized
TJX TJX COS INC NEW 0.2%
Value $122M Shares 1,278,937 Est. Cost $39.56 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.2%
Value $121M Shares 2,707,921 Est. Cost $42.95 Unrealized 0.0%
HYG ISHARES TR 0.2%
Value $119M Shares 1,401,920 Est. Cost $85.08 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $115M Shares 460,420 Est. Cost $195.46 Unrealized
FNCL FIDELITY 0.2%
Value $115M Shares 2,923,979 Est. Cost $40.39 Unrealized
IWM ISHARES TR 0.2%
Value $115M Shares 699,325 Est. Cost $163.39 Unrealized
FHLC FIDELITY 0.2%
Value $113M Shares 2,742,346 Est. Cost $39.82 Unrealized
SPTS SPDR SER TR 0.2%
Value $112M Shares 3,804,256 Est. Cost $29.56 Unrealized
WSO WATSCO INC 0.2%
Value $111M Shares 624,063 Est. Cost $181.90 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value $105M Shares 2,158,033 Est. Cost $48.07 Unrealized 0.0%
PWZ INVESCO EXCHNG TRADED FD TR 0.2%
Value $104M Shares 4,013,489 Est. Cost $25.86 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value $101M Shares 1,334,470 Est. Cost $65.07 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $98.23M Shares 3,694,033 Est. Cost $26.59 Unrealized
VCR VANGUARD WORLD FDS 0.2%
Value $92.94M Shares 547,866 Est. Cost $169.63 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value $91.78M Shares 1,464,919 Est. Cost $63.95 Unrealized
PXF INVESCO EXCHNG TRADED FD TR 0.2%
Value $84.33M Shares 1,961,712 Est. Cost $42.99 Unrealized
VYMI VANGUARD WHITEHALL FDS INC 0.2%
Value $82.68M Shares 1,328,560 Est. Cost $65.91 Unrealized
LQD ISHARES TR 0.1%
Value $80.67M Shares 704,090 Est. Cost $114.57 Unrealized
PFFD GLOBAL X FDS 0.1%
Value $80.01M Shares 3,278,782 Est. Cost $24.40 Unrealized
RWR SPDR SERIES TRUST 0.1%
Value $77.64M Shares 826,340 Est. Cost $78.34 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value $71.7M Shares 818,746 Est. Cost $95.63 Unrealized
IEF ISHARES TR 0.1%
Value $69.9M Shares 681,863 Est. Cost $102.51 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value $68.26M Shares 490,502 Est. Cost $139.16 Unrealized
MINT PIMCO ETF TR 0.1%
Value $66.41M Shares 653,975 Est. Cost $101.55 Unrealized
PXH INVESCO EXCHNG TRADED FD TR 0.1%
Value $66.34M Shares 3,209,590 Est. Cost $20.67 Unrealized
PSK SPDR SERIES TRUST 0.1%
Value $63.43M Shares 1,459,246 Est. Cost $44.24 Unrealized
AGZ ISHARES TR 0.1%
Value $60.1M Shares 539,413 Est. Cost $111.60 Unrealized
SPDR SERIES TRUST 0.1%
Value $47.72M Shares 1,344,865 Est. Cost $37.85 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $42.46M Shares 272,763 Est. Cost $110.44 Unrealized
GLOBAL X FDS 0.1%
Value $39.47M Shares 4,309,164 Est. Cost $10.51 Unrealized
PDN INVESCO EXCHNG TRADED FD TR 0.1%
Value $32.72M Shares 987,594 Est. Cost $33.13 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $32.41M Shares 1,171,178 Est. Cost $27.67 Unrealized
FIDU FIDELITY 0.1%
Value $31.84M Shares 858,595 Est. Cost $37.83 Unrealized
IEMG ISHARES INC 0.1%
Value $30.15M Shares 574,145 Est. Cost $43.90 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value $29.63M Shares 256,769 Est. Cost $92.94 Unrealized
CMBS ISHARES TR 0.1%
Value $28.65M Shares 571,957 Est. Cost $51.38 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $28.55M Shares 521,851 Est. Cost $54.28 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value $28.49M Shares 343,091 Est. Cost $79.75 Unrealized
TFI SPDR SER TR 0.0%
Value $22.79M Shares 474,890 Est. Cost $47.99 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value $19.78M Shares 187,764 Est. Cost $79.41 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value $19.42M Shares 281,102 Est. Cost $69.08 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $16.75M Shares 708,707 Est. Cost $23.64 Unrealized
USHY ISHARES TR 0.0%
Value $15.9M Shares 327,768 Est. Cost $48.50 Unrealized
ETFS PRECIOUS METALS BASKET 0.0%
Value $13.94M Shares 226,469 Est. Cost $55.62 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $9.13M Shares 180,969 Est. Cost $50.45 Unrealized
SPIP SPDR SERIES TRUST 0.0%
Value $8.658M Shares 155,921 Est. Cost $55.53 Unrealized
IGSB ISHARES TR 0.0%
Value $8.073M Shares 77,851 Est. Cost $103.70 Unrealized
IEI ISHARES TR 0.0%
Value $8.028M Shares 66,906 Est. Cost $119.99 Unrealized
USRT ISHARES TR 0.0%
Value $6.568M Shares 133,631 Est. Cost $46.61 Unrealized
ENERGY TRANSFER PARTNERS LP 0.0%
Value $5.895M Shares 309,613 Est. Cost $19.04 Unrealized
IGIB ISHARES TR 0.0%
Value $4.748M Shares 44,691 Est. Cost $106.24 Unrealized
SHYG ISHARES TR 0.0%
Value $3.378M Shares 72,441 Est. Cost $47.32 Unrealized
DVY ISHARES TR 0.0%
Value $3.321M Shares 33,974 Est. Cost $97.75 Unrealized
PEP PEPSICO INC 0.0%
Value $3.271M Shares 30,045 Est. Cost $81.72 Unrealized 0.0%
GVI ISHARES TR 0.0%
Value $2.957M Shares 27,440 Est. Cost $107.76 Unrealized
IFGL ISHARES TR 0.0%
Value $2.074M Shares 71,056 Est. Cost $28.36 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.787M Shares 69,628 Est. Cost $25.66 Unrealized
DIREXION SHS ETF TR 0.0%
Value $1.606M Shares 108,113 Est. Cost $15.23 Unrealized
VIGI VANGUARD WHITEHALL FDS INC 0.0%
Value $1.535M Shares 23,700 Est. Cost $64.77 Unrealized
IAGG ISHARES TR 0.0%
Value $1.475M Shares 27,997 Est. Cost $52.68 Unrealized
STIP ISHARES TR 0.0%
Value $1.29M Shares 12,935 Est. Cost $100.36 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.0%
Value $914K Shares 39,350 Est. Cost $23.23 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $653K Shares 8,022 Est. Cost $72.68 Unrealized 0.0%
V VISA INC 0.0%
Value $295K Shares 2,226 Est. Cost $122.08 Unrealized 0.0%
DWX SPDR INDEX SHS FDS 0.0%
Value $201K Shares 5,241 Est. Cost $37.58 Unrealized