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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 30 Mar 21)
Accounts
264,447 (as of 30 Mar 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 3395 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$10.3B 77.64M
$8.55B 38.45M
$6.46B 1.98M
$3.09B 11.3M
$2.5B 1.43M
$2.47B 15.67M
$2.44B 1.39M
$2.39B 3.38M
$2.25B 38.32M
$2.12B 16.72M
$2.08B 37.88M
$2.07B 14.9M
$1.93B 8.33M
$1.82B 11.1M
$1.79B 6.73M
$1.77B 42.9M
$1.71B 4.88M
$1.71B 7.82M
$1.58B 12.57M
$1.56B 10.5M
$1.55B 42.01M
$1.51B 4.24M
$1.49B 13.49M
$1.48B 2.84M
$1.45B 7.98M
$1.41B 9.29M
$1.4B 26.8M
$1.38B 15.15M
$1.37B 9.51M
$1.36B 7.77M
$1.32B 46.07M
$1.27B 5.41M
$1.25B 27.97M
$1.24B 24.81M
$1.21B 29.58M
$1.19B 10.87M
$1.18B 7.01M
$1.17B 13.87M
$1.15B 38.01M
$1.15B 2.3M
$1.13B 30.31M
$1.12B 4.29M
$1.1B 1.52M
$1.07B 1.97M
$1.01B 4.7M
$984.41M 6.96M
$957.08M 13.38M
$949.2M 11.6M
$932.66M 4.19M
$927.27M 14.33M
Holdings list only includes long positions. Only includes long positions.

Calendar

18 Apr 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings