Charles Schwab & Co Inc

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Assets, Funds, Holdings

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Charles Schwab & Co Inc
CRD #5393
SEC #801-29938
CIK #0000884546, 0001789219
AUM
Employees 26,596 (14% Investors, 49% Brokers)
Phone415-667-7000
Address211 Main Street
San Francisco, CA 94105
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($)
1.00.80.60.40.20.01999200720152024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 13.7
MSFT 1,918.2 12.4
AMZN 1,093.0 5.0
HD 277.6 3.9
AVGO 201.3 3.9
CVX 294.6 3.8
KO 270.0 3.7
CSCO 178.3 3.7
NVDA 399.6 3.6
GOOGL 1,475.1 3.5
View All
Holdings by Sector ($BB)
170136102683402011201520192024
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2024
13F-HR [0000884546]
SC 13G [0000884546]
13F-HR [0001789219]
Form 13D/13G Filer Form 13D/13G Subject Filed
Charles Schwab Investment Management Inc Cooper-Standard Holdings Inc [2023-02-03]
Charles Schwab Investment Management Inc Invacare Corp [2023-02-03]
Charles Schwab Investment Management Inc Regis Corp [2023-02-03]
Charles Schwab Investment Management Inc Washington Prime Group Inc [2022-02-11]
Charles Schwab Investment Management Inc Express Inc [2022-02-11]
Charles Schwab Investment Management Inc Chico's FAS Inc [2022-02-11]
Charles Schwab Investment Management Inc Washington Prime Group Inc [2021-02-16]
Charles Schwab Investment Management Inc Washington Prime Group Inc [2021-02-16]
Charles Schwab Investment Management Inc Washington Prime Group Inc [2021-02-16]
Charles Schwab Investment Management Inc Express Inc [2021-02-16]
View All
Related Firms State AUM ($BB)
Charles Schwab Investment Management Inc
CA 782.6
Charles Schwab Investment Advisory Inc
CA 66.1
Charles Schwab & Co Inc
CA 0.0
Schwab Wealth Investment Advisory Inc
CA 0.0
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