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| Charles Schwab Investment Management Inc
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|---|---|
| CRD # | 106753 |
| SEC # | 801-35905 |
| CIK # | 0001303982, 0000087634, 0001789219, 0000751448, 0000884546 |
| AUM | $1,098.8 BB (2024-03-29) |
| Employees | 857 (22% Investors, 16% Brokers) |
| Phone | 415-667-9200 |
| Address | 211 Main Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001303982 0000087634 0001789219 0000751448 0000884546 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 20.8 | |
| Apple Inc | 2,382.8 | 18.8 | |
| Nvidia Corp | 399.6 | 17.8 | |
| Amazon Com Inc | 1,093.0 | 10.7 | |
| Facebook Inc | 434.9 | 6.9 | |
| Alphabet Inc | 1,475.1 | 6.7 | |
| Alphabet Inc | 1,482.6 | 5.5 | |
| Broadcom Inc | 201.3 | 4.8 | |
| Home Depot Inc | 277.6 | 4.7 | |
| Lilly Eli & Co | 301.8 | 4.4 | |
| Chevron Corp | 294.6 | 4.4 | |
| AbbVie Inc | 269.5 | 4.3 | |
| J P Morgan Chase & Co | 340.2 | 4.1 | |
| Coca Cola Co | 270.0 | 4.0 | |
| Verizon Communications Inc | 211.9 | 3.9 | |
| Cisco Systems Inc | 178.3 | 3.9 | |
| Texas Instruments Inc | 142.2 | 3.6 | |
| Exxon Mobil Corp | 385.5 | 3.6 | |
| PepsiCo Inc | 226.8 | 3.3 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243,873 | 47.0 |
| (b) Individuals (high net worth individuals) | 56,938 | 35.9 |
| (c) Banking or thrift institutions | 5 | 1.3 |
| (d) Investment companies | 106 | 986.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 142 | 23.2 |
| (g) Pension and profit sharing plans | 1,761 | 1.3 |
| (h) Charitable organizations | 289 | 1.0 |
| (i) State or municipal government entities | 11 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,376 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 304,509 | 1,098.8 |
| By Discretionary | ||
| Discretionary | 304,479 | 1,075.9 |
| Non-Discretionary | 30 | 22.9 |
| Total | 304,509 | 1,098.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,098.6 | |
| Total | 304,509 | 1,098.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000884546] | |
| SC 13G | [0000884546] | |
| 13F-HR | [0001789219] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 1,098.8 |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
|
Charles Schwab & Co Inc
✚
|
CA | 0.0 |
|
Schwab Wealth Investment Advisory Inc
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Edward D Jones & Co LP
✚
|
MO | 692.2 |
|
Managed Account Advisors LLC
✚
|
NJ | 691.9 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 558.5 |
|
Vanguard Asset Management Limited
✚
|
403.3 | |
|
Dodge & Cox
✚
|
CA | 363.0 |
|
Vanguard Advisers Inc
✚
|
PA | 333.1 |
|
NISA Investment Advisors LLC
✚
|
MO | 306.2 |
|
Fisher Asset Management LLC
✚
|
TX | 276.9 |
|
Lord Abbett & Co LLC
✚
|
NJ | 200.7 |
|
TRowe Price Investment Management Inc
✚
|
MD | 193.1 |