Charles Schwab Investment Management
Charles Schwab Investment Management is an investment advisor in San Francisco with $609.95B 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 ?
$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
211 MAIN STREET
SAN FRANCISCO
CA 94105
Phone
415-627-7000
Brochures
- Csim Wasmer Schroeder Strategies Disclosure Brochure March 31, 2021 (30 Mar 21)
- Csim Schwab Managed Portfolios Disclosure Brochure March 31, 2021 (30 Mar 21)
- Csim Thomaspartners Strategies Disclosure Brochure March 31, 2021 (30 Mar 21)
- Csim Windhaven Strategies Disclosure Brochure Dated March 31, 2021 (30 Mar 21)
- Csim Pooled Investment Vehicles and Related Models Disclosure Brochure Dated March 31, 2021 (30 Mar 21)
- Csim Usaa Managed Portfolios - Ump Disclosure Brochure Dated March 31, 2021 (30 Mar 21)
Investment data
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
Ownership
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
SC 13G
WASHINGTON PRIME / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
15 Feb 21
SC 13G
CHICO'S FAS / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
15 Feb 21
SC 13G
EXPRESS / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
15 Feb 21
SC 13G/A
Mahwah Bergen Retail / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
15 Feb 21
SC 13G/A
BIG 5 SPORTING GOODS / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
15 Feb 21
SC 13G/A
FRONTIER COMMUNICATIONS / CHARLES SCHWAB INVESTMENT MANAGEMENT ownership change
15 Feb 21