Charles Schwab & Co Inc

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Charles Schwab & Co Inc
CRD #5393
SEC #801-29938
CIK #0000087634, 0001789219, 0001303982, 0000884546, 0000751448
AUM
Employees 30,690 (13% Investors, 55% Brokers)
Phone415-667-7000
Address425 Market Street
San Francisco, CA 94105
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($)
1.00.80.60.40.20.01999200820172027
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.0
Apple Inc 0.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($B)
70056042028014002011201620212027
AUM Breakdown Accounts AUM ($)
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 - 2026
13F-HR [0000884546]
SC 13G [0000884546]
13F-HR [0001789219]
Form 13D/13G Filer Form 13D/13G Subject Filed
Charles Schwab Investment Management Inc Accendra Health Inc/Va/ [2026-02-12]
Charles Schwab Investment Management Inc AMC Networks Inc [2026-02-12]
Charles Schwab Investment Management Inc Gray Media Inc [2026-02-12]
Charles Schwab Investment Management Inc Hain Celestial Group Inc [2026-02-12]
Charles Schwab Investment Management Inc Jeld-Wen Holding Inc [2026-02-12]
Charles Schwab Investment Management Inc Nu Skin Enterprises Inc [2026-02-12]
Charles Schwab Investment Management Inc Oxford Industries Inc [2026-02-12]
Charles Schwab Investment Management Inc Trinseo PLC [2026-02-12]
Charles Schwab Investment Management Inc Medifast Inc [2025-11-13]
Charles Schwab Investment Management Inc EW Scripps Co [2025-11-13]
View All
Firm Profile (Form ADV)
Clients955,800 (1 non-US)
ServesInstitutional, Retail
LEI549300ZP8XN77GK5BS04
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