Charles Schwab & Co Inc

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Charles Schwab & Co Inc
CRD #5393
SEC #801-29938
CIK #0000087634, 0001303982, 0000751448, 0001789219, 0000884546
AUM
Employees 30,065 (12% Investors, 54% Brokers)
Phone415-667-7000
Address211 Main Street
San Francisco, CA 94105
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($)
1.00.80.60.40.20.02000200820172026
Sector Form 13F Holdings Value ($B)
Microsoft Corp 25.3
Nvidia Corp 24.6
Apple Inc 20.6
Amazon Com Inc 13.6
Facebook Inc 10.7
Broadcom Inc 9.5
Alphabet Inc 7.0
Tesla Motors Inc 5.9
J P Morgan Chase & Co 5.7
Alphabet Inc 5.6
View All
Holdings by Sector ($B)
60048036024012002012201620212026
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2025
13F-HR [0000884546]
SC 13G [0000884546]
13F-HR [0001789219]
Form 13D/13G Filer Form 13D/13G Subject Filed
Charles Schwab Investment Management Inc QVC Group Inc [2025-08-11]
Charles Schwab Investment Management Inc Service Properties Trust [2025-08-11]
Charles Schwab Investment Management Inc Cracker Barrel Old Country Store Inc [2025-02-12]
Charles Schwab Investment Management Inc Daseke Inc [2024-02-09]
Charles Schwab Investment Management Inc Emergent Biosolutions Inc [2024-02-09]
Charles Schwab Investment Management Inc Tupperware Brands Corp [2024-02-09]
Charles Schwab Investment Management Inc Fossil Group Inc [2024-02-09]
Charles Schwab Investment Management Inc Ashford Hospitality Trust Inc [2024-02-09]
Charles Schwab Investment Management Inc Diversified Healthcare Trust [2024-02-09]
Charles Schwab Investment Management Inc Invacare Corp [2023-02-03]
View All
Related Firms State AUM ($B)
Charles Schwab Investment Management Inc
CA 1,437.0
Charles Schwab & Co Inc
CA 0.0
Charles Schwab Investment Advisory Inc
CA 0.0
Schwab Wealth Investment Advisory Inc
CA 0.0
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