Charles Schwab Investment Advisory is an investment advisor in San Francisco with $70.68 bn assets under management.
Company profile
Employees
Location
SEC CIK
IRS number
271073440
SEC advisor number
801-70737
FINRA CRD number
151739
AUM ?
$66.08 bn
(as of 1 Dec 23)
Accounts
495,347
(as of 1 Dec 23)
Employees
26
(25 investment advisory or research)
Address
Charles Schwab Investment Advisory
211 MAIN ST.
SAN FRANCISCO
CA 94105
211 MAIN ST.
SAN FRANCISCO
CA 94105
Phone
415-667-0897
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21