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| Happy Holidays!! thanks for using AUM13F!! |
| Charles Schwab Investment Management Inc
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| CRD # | 106753 |
| SEC # | 801-35905 |
| CIK # | 0000087634, 0001303982, 0000751448, 0001789219, 0000884546 |
| AUM | $1,437.0 B (2025-03-27) |
| Employees | 877 (20% Investors, 18% Brokers) |
| Phone | 415-667-9200 |
| Address | 211 Main Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000087634 0001303982 0000751448 0001789219 0000884546 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 25.3 | ||
| Nvidia Corp | 24.6 | ||
| Apple Inc | 20.6 | ||
| Amazon Com Inc | 13.6 | ||
| Facebook Inc | 10.7 | ||
| Broadcom Inc | 9.5 | ||
| Alphabet Inc | 7.0 | ||
| Tesla Motors Inc | 5.9 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Alphabet Inc | 5.6 | ||
| Home Depot Inc | 5.3 | ||
| Cisco Systems Inc | 5.3 | ||
| Chevron Corp | 5.0 | ||
| AbbVie Inc | 5.0 | ||
| Coca Cola Co | 4.8 | ||
| Verizon Communications Inc | 4.7 | ||
| Texas Instruments Inc | 4.6 | ||
| VISA Inc | 4.6 | ||
| Merck & Co Inc | 4.3 | ||
| Lilly Eli & Co | 4.2 | ||
| PepsiCo Inc | 3.8 | ||
| Netflix Inc | 3.8 | ||
| Altria Group Inc | 3.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 712,894 | 98.0 |
| (b) Individuals (high net worth individuals) | 126,594 | 81.1 |
| (c) Banking or thrift institutions | 5 | 1.2 |
| (d) Investment companies | 107 | 1,228.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 161 | 22.5 |
| (g) Pension and profit sharing plans | 1,888 | 1.6 |
| (h) Charitable organizations | 270 | 0.7 |
| (i) State or municipal government entities | 12 | 0.3 |
| (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 | 1,614 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 843,555 | 1,437.0 |
| By Discretionary | ||
| Discretionary | 843,525 | 1,415.0 |
| Non-Discretionary | 30 | 21.9 |
| Total | 843,555 | 1,437.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,436.8 | |
| Total | 843,555 | 1,437.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000884546] | |
| SC 13G | [0000884546] | |
| 13F-HR | [0001789219] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Charles Schwab Investment Management Inc
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|
CA | 1,437.0 |
|
Charles Schwab & Co Inc
✚
|
CA | 0.0 |
|
Charles Schwab Investment Advisory Inc
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|
CA | 0.0 |
|
Schwab Wealth Investment Advisory Inc
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|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Managed Account Advisors LLC
✚
|
NJ | 829.7 |
|
Edward D Jones & Co LP
✚
|
MO | 825.0 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 606.0 |
|
Vanguard Asset Management Limited
✚
|
483.0 | |
|
US Bancorp Asset Management Inc
✚
|
MN | 402.8 |
|
Dodge & Cox
✚
|
CA | 400.3 |
|
NISA Investment Advisors LLC
✚
|
MO | 315.3 |
|
Vanguard Advisers Inc
✚
|
PA | 300.4 |
|
Fisher Asset Management LLC
✚
|
TX | 298.7 |
|
TRowe Price Investment Management Inc
✚
|
MD | 207.1 |