Charles Schwab Investment Management Inc

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Charles Schwab Investment Management Inc
CRD #106753
SEC #801-35905
CIK #0000884546, 0001789219
AUM $506.3 BB (95% Disc, 100% US, 2020-07-30)
Employees 538 (20% Investors, 16% Brokers)
Phone415-667-9200
Address211 Main Street
San Francisco, CA 94105
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
60048036024012001999200620132021
CIK Period
0000884546 0001789219
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
Apple 674.8 9.1
Microsoft 747.7 8.1
Amazon 733.6 6.2
Facebook 378.6 3.0
Johnson & Johnson 346.1 2.3
Verizon Communications 232.3 2.1
Alphabet Google 706.6 2.1
Procter & Gamble 229.0 2.1
Home Depot 194.1 1.8
Berkshire Hathaway 1.8
Coca Cola 201.6 1.8
JPMorgan Chase 324.6 1.6
Visa 299.7 1.6
Nvidia 78.1 1.6
Texas Instruments 85.4 1.5
UnitedHealth Group 239.7 1.5
Pfizer 252.3 1.5
Mastercard 209.2 1.4
Exxon Mobil 288.7 1.4
PepsiCo 152.8 1.4
Walmart 270.6 1.3
AT&T 207.7 1.3
Intel 203.1 1.3
Abbott 127.0 1.2
3M 111.0 1.1
 
 
 
 
 
 
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EDGAR Form CIK 2011 - 2021
13F-HR [0000884546]
SC 13G [0000884546]
13F-HR [0001789219]
Form 13D/13G Filer Form 13D/13G Subject Filed
Charles Schwab Investment Management Inc CBL & Associates Properties Inc [2020-12-14]
Charles Schwab Investment Management Inc CBL & Associates Properties Inc [2020-12-10]
Charles Schwab Investment Management Inc Kirkland's Inc [2020-02-06]
Charles Schwab Investment Management Inc GNC Holdings Inc [2020-02-06]
Charles Schwab Investment Management Inc Frontier Communications Corp [2020-02-06]
Charles Schwab Investment Management Inc Big 5 Sporting Goods Corp [2020-02-06]
Charles Schwab Investment Management Inc Ascena Retail Group Inc [2020-02-06]
Charles Schwab Investment Management Inc PIER 1 Imports Inc/De [2019-02-14]
Related Firms State AUM ($BB)
Charles Schwab Investment Management Inc
CA 506.3
Charles Schwab Investment Advisory Inc
CA 90.0
Schwab Private Client Investment Advisory Inc
CA 0.0
Charles Schwab & Co Inc
CA 0.0
Schwab Wealth Investment Advisory Inc
CA 0.0
Comparable Firms State AUM ($BB)
Asset Management One Co Ltd
436.5
Federated Investment Management Company
PA 376.8
Vanguard Asset Management Limited
296.1
BNY Mellon Investment Adviser Inc
NY 271.0
Dimensional Fund Advisors Ltd
255.4
DFA Australia Limited
254.9
NISA Investment Advisors LLC
MO 241.6
Vanguard Global Advisers LLC
PA 238.7
Invesco Capital Management LLC
IL 237.6
TIAA-CREF Investment Management LLC
NY 237.6
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