Charles Schwab Investment Management, Inc

RIASEC Registered

Total AUM

$1.7T

Discretionary

$1.7T

99% of AUM

Avg account

$2M

Accounts

856,597

Employees

946

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 106753
Registered since: January 25, 1990
Website: www.schwabfunds.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Investment Companies85.64%
Individuals6.3%
HNWI6.21%
Pooled Investment Vehicles1.43%
Corporations / Businesses0.24%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Charles Schwab Investment Management, Inc. is a corporate, institutional registered investment adviser that has been SEC registered since 1990. The firm serves both individual and family clients as well as institutional accounts and offers portfolio management across a wide range of vehicles, including separately managed accounts, pooled investment vehicles and investment companies. Its advisory capabilities also include selection of other advisers and activity as a CPO/CTA. Fee arrangements include percentage-of-AUM, fixed fees and performance-based components. The firm identifies as an active ESG investor.