Charles Schwab Investment Management Inc
Charles Schwab Investment Management is a fund in San Francisco with $506.3B 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 ?
$506.3B
(as of 30 Jul 20)
Accounts
130
(as of 30 Jul 20)
Employees
538
(110 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 Dated As of July 1, 2020 (29 Jun 20)
- Csim Usaa Managed Portfolios - Ump Disclosure Brochure Dated As of June 30, 2020 (29 Jun 20)
- Csim Schwab Managed Portfolios Disclosure Brochure Dated As of June 30, 2020 (29 Jun 20)
- Csim Windhaven Strategies Disclosure Brochure Dated As of June 30, 2020 (29 Jun 20)
- Csim Thomaspartners Strategies Disclosure Brochure Dated As of June 30, 2020 (29 Jun 20)
- Csim Pooled Investment Vehicles Disclosure Brochure Dated As of June 30, 2020 (29 Jun 20)
Fund data
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
| Top 50 of 3317 long holdings End of quarter 30 Jun 20 |
Value |
#Shares |
|---|---|---|
| $7.84B | 38.51M | |
| $7.25B | 19.88M | |
| $5.3B | 1.92M | |
| $2.54B | 11.18M | |
| $2.31B | 16.42M | |
| $2.01B | 1.41M | |
| $2B | 36.32M | |
| $1.94B | 1.37M | |
| $1.84B | 15.39M | |
| $1.67B | 17.75M | |
| $1.65B | 6.59M | |
| $1.63B | 36.51M | |
| $1.59B | 8.92M | |
| $1.58B | 26.33M | |
| $1.53B | 34.33M | |
| $1.48B | 7.68M | |
| $1.43B | 47.3M | |
| $1.41B | 4.79M | |
| $1.36B | 10.73M | |
| $1.36B | 11.23M | |
| $1.32B | 28.23M | |
| $1.31B | 9.87M | |
| $1.3B | 39.85M | |
| $1.25B | 4.21M | |
| $1.24B | 13.94M | |
| $1.21B | 33.16M | |
| $1.19B | 9.97M | |
| $1.18B | 10.62M | |
| $1.09B | 7M | |
| $1.09B | 27.88M | |
| $1.07B | 2.82M | |
| $1.04B | 11.4M | |
| $1.03B | 13.84M | |
| $1.01B | 25.78M | |
| $993.54M | 2.28M | |
| $985.38M | 3.81M | |
| $974.11M | 4.54M | |
| $972.19M | 10.66M | |
| $942.72M | 8.45M | |
| $934.59M | 5.36M | |
| $926.9M | 11.99M | |
| $914.52M | 38.51M | |
| $864.91M | 1.9M | |
| $861.42M | 1.58M | |
| $843.33M | 15.26M | |
| $838.84M | 7.54M | |
| $837.38M | 2.29M | |
| $835.6M | 4.53M | |
| $830.47M | 8.46M | |
|
Raytheon Technologies Corp
|
$826.94M | 13.42M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
25 Oct 20
News
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings
Ownership
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
15 May 20
SC 13G/A
Pier 1 Imports Inc/de
4 Mar 20
13F-HR
Quarterly holdings report by institutional manager
7 Feb 20
SC 13G
Kirkland's, Inc
6 Feb 20
SC 13G
Beneficial ownership report
6 Feb 20
SC 13G
Frontier Communications Corp
6 Feb 20
SC 13G
Beneficial ownership report
6 Feb 20
SC 13G
Beneficial ownership report
6 Feb 20