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| Charles Schwab Investment Management Inc
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| CRD # | 106753 |
| SEC # | 801-35905 |
| CIK # | 0000087634, 0001789219, 0001303982, 0000884546, 0000751448 |
| AUM | 1,721.03 B (2026-03-30) |
| Employees | 946 (18% Investors, 15% Brokers) |
| Phone | 800-650-9744 |
| Address | 425 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 15 May 2026 | Fund Update: New $399.9M $JPIE stock position opened by CHARLES SCHWAB INVESTMENT MANAGEMENT INC — Quiver Quantitative |
| Fri, 15 May 2026 | Fund Update: New $95.3M $PDBC stock position opened by CHARLES SCHWAB INVESTMENT MANAGEMENT INC — Quiver Quantitative |
| Thu, 14 May 2026 | Gray Media (GTN) — Charles Schwab Investment Management holds 4.13% stake — Stock Titan |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 697,928 | 108.5 |
| (b) Individuals (high net worth individuals) | 154,404 | 106.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 109 | 1,473.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 166 | 24.7 |
| (g) Pension and profit sharing plans | 1,805 | 1.7 |
| (h) Charitable organizations | 264 | 0.8 |
| (i) State or municipal government entities | 10 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 10 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,901 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 856,597 | 1,721.0 |
| By Discretionary | ||
| Discretionary | 856,567 | 1,697.0 |
| Non-Discretionary | 30 | 24.0 |
| Total | 856,597 | 1,721.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,720.9 | |
| Total | 856,597 | 1,721.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000884546] | |
| SC 13G | [0000884546] | |
| 13F-HR | [0001789219] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $201.5B |
| Serves | Institutional, Retail |
| LEI | EVQ6EP3QESDF386W4D54 |
| Related Firms | State | AUM |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 1,721.03 B |
|
Charles Schwab & Co Inc
✚
|
CA | |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | |
|
Schwab Wealth Investment Advisory Inc
✚
|
CA |
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|
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|
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US Bancorp Asset Management Inc
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TX | 386.67 B |
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Vanguard Advisers Inc
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PA | 344.62 B |
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Wells Fargo Advisors Financial Network LLC
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|
MO | 252.25 B |
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SBI Funds Management Limited
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219.93 B | |
|
John Hancock Investment Management LLC
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|
MA | 212.05 B |