Charles Schwab Investment Management is an investment advisor in San Francisco with $700.82B assets under management.
Company profile
Website
Employees
Incorporated
Location
Former names
Schwab Charles Investment Management Inc
SEC CIK
IRS number
943106735
SEC advisor number
801-35905
FINRA CRD number
106753
AUM ?
$700.82B
(as of 30 Mar 22)
Accounts
250,485
(as of 30 Mar 22)
Employees
886
(184 investment advisory or research)
Address
Charles Schwab Investment Management
211 MAIN STREET
SAN FRANCISCO
CA 94105
211 MAIN STREET
SAN FRANCISCO
CA 94105
Phone
415-627-7000
Brochures
Investment data
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
| Top 50 of 3579 long holdings End of quarter 31 Mar 22 |
Value |
#Shares |
|---|---|---|
| $14.1B | 80.74M | |
| $12.29B | 39.86M | |
| $7.15B | 2.19M | |
| $4.39B | 4.07M | |
| $4.32B | 1.55M | |
| $3.89B | 1.39M | |
| $3.35B | 12.27M | |
| $3.21B | 10.73M | |
| $3.2B | 51.57M | |
| $3.18B | 9.02M | |
| $3.1B | 59.83M | |
| $3.05B | 17.19M | |
| $3.05B | 59.78M | |
| $2.98B | 53.36M | |
| $2.95B | 4.68M | |
| $2.69B | 14.64M | |
| $2.63B | 11.83M | |
| $2.63B | 5.15M | |
| $2.58B | 31.18M | |
| $2.56B | 15.26M | |
| $2.54B | 18.61M | |
| $2.47B | 30.08M | |
| $2.44B | 15.94M | |
| $2.39B | 14.7M | |
| $2.32B | 5.26M | |
| $2.22B | 10M | |
| $2.13B | 8.82M | |
| $2.12B | 16.3M | |
| $1.97B | 36.49M | |
| $1.9B | 36.3M | |
| $1.78B | 2.33M | |
| $1.68B | 11.32M | |
| $1.62B | 10.9M | |
| $1.55B | 4.34M | |
| $1.52B | 36.94M | |
| $1.52B | 6.69M | |
| $1.44B | 8.9M | |
| $1.37B | 2.38M | |
| $1.36B | 11.52M | |
| $1.33B | 28.41M | |
| $1.28B | 3.8M | |
| $1.27B | 5.12M | |
| $1.24B | 5.9M | |
| $1.21B | 23.49M | |
| $1.21B | 2.05M | |
| $1.2B | 8.74M | |
| $1.2B | 12.73M | |
| $1.19B | 11.98M | |
| $1.18B | 11.7M | |
| $1.18B | 9.86M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
12 Aug 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings
Ownership
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
SC 13G
WASHINGTON PRIME / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
11 Feb 22
SC 13G
CHICO'S FAS / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
10 Feb 22
SC 13G
EXPRESS / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
SC 13G
WASHINGTON PRIME / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
16 Feb 21
SC 13G
WASHINGTON PRIME / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
16 Feb 21