Charles Schwab Investment Advisory, Inc.

**Charles Schwab Investment Advisory, Inc.** manages $72.8B across a diversified portfolio of 123 holdings. The firm maintains significant exposure to Schwab-branded funds, notably anchoring its top positions in FNDX ($8.62B), VMBS ($6.16B), and SCHX ($6.06B). This concentration suggests a core investment strategy focused on proprietary and sector-specific managed solutions. The top ten holdings alone account for a substantial allocation, underscoring a deep commitment to its established product suite.

📌 Top Holdings