Charles Schwab Investment Advisory Inc

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Assets, Funds, Holdings

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CAFR Data
Charles Schwab Investment Advisory Inc
CRD #151739
SEC #801-70737
CIK #
AUM $70.6 BB (100% Disc, 100% US)
Employees113 (59% Investors, 0% Brokers)
Phone415-667-1910
Address211 Main Street
San Francisco, CA 94105
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
756045301502009201320172021
Sector Holding Cap ($MM) Value ($MM)
FNDX2,872.3
SCHX2,155.4
VMBS2,095.0
SCHR2,093.6
FNDF2,031.3
SCHP1,980.1
FNDA1,799.9
SCHF1,473.8
VEA1,105.4
SCHA1,061.4
View All
Holdings by Sector ($)
554433221102014201620182020
Comparable Firms State AUM ($BB)
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NY 82.3
US Bancorp Asset Management Inc
MN 81.5
Columbia Management Co
OR 79.6
Hewitt Associates LLC
IL 77.1
Barrow Hanley Mewhinney & Strauss LLC
TX 76.5
Income Research & Management
MA 71.9
Lazard Freres & Co LLC
NY 65.8
T Rowe Price International Inc
MD 62.0
Sterling Capital Management LLC
NC 56.9
NFP Retirement Inc
CA 56.7
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