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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
SAN FRANCISCO, CA
800-650-9744
SEC #801-35905Total AUM
$1.7T
Employees
946Clients
856,597Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
425 MARKET STREET
SUITE 1700
SAN FRANCISCO
CA 94105
United States
SUITE 1700
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-650-9744
Other Offices
167
Financials
Total AUM
$1.7T
Accounts
856,597Discretionary
$1.7T
Accounts
856,567Non-Discretionary
$24B
Accounts
30
Clients
Individual Clients
697,928AUM
$108.5B
HNW Individual Clients
154,404AUM
$106.9B
Investment Company Clients
109AUM
$1.5T
Pooled Vehicle Clients
166AUM
$24.7B
Pension/Profit Sharing Plan Clients
1,805AUM
$1.7B
Charitable Organization Clients
264AUM
$757.5M
Government Entity Clients
10AUM
$239.2M
Insurance Company Clients
10AUM
$420.3M
Corporation or Business Clients
1,901AUM
$4B
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
COSTS
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 15 other businesses.