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Charles Schwab Investment Management

Charles Schwab Investment Management is an investment advisor in San Francisco with $609.95B assets under management.

Company profile

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 ?
$609.95B (as of 25 Jun 21)
Accounts
264,447 (as of 25 Jun 21)
Employees
782 (174 investment advisory or research)
Address
Charles Schwab Investment Management
211 MAIN STREET
SAN FRANCISCO
CA 94105
Phone
415-627-7000

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 3485 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
$9.28B 75.95M
$8.91B 37.79M
$6.09B 1.97M
$3.27B 11.11M
$2.98B 9.76M
$2.96B 1.43M
$2.74B 1.33M
$2.61B 15.9M
$2.53B 16.64M
$2.46B 42.25M
$2.32B 3.48M
$2.31B 44.6M
$2.21B 41.89M
$2.16B 11.41M
$2.15B 8.4M
$2.04B 15.03M
$1.95B 9.2M
$1.83B 50.57M
$1.79B 3.86M
$1.78B 4.78M
$1.78B 13.35M
$1.75B 22.7M
$1.74B 12.28M
$1.68B 8.72M
$1.59B 6.37M
$1.57B 28.11M
$1.51B 2.82M
$1.49B 8.07M
$1.49B 15.48M
$1.48B 4.01M
$1.47B 14.02M
$1.45B 4.06M
$1.44B 47.73M
$1.44B 13.32M
$1.44B 28.1M
$1.42B 36.63M
$1.4B 25.9M
$1.32B 10.99M
$1.3B 9.55M
$1.29B 1.71M
$1.29B 5.31M
$1.25B 19.52M
$1.19B 4.31M
Vanguard Tax-managed Intl FD
$1.18B 23.99M
$1.08B 4.89M
$1.08B 2.27M
$1.06B 4.75M
$1.05B 2.01M
$1.02B 28.23M
$989.98M 14.11M
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Aug 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings