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| Charles Schwab Investment Management Inc
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|---|---|
| CRD # | 106753 |
| SEC # | 801-35905 |
| CIK # | 0000751448, 0000087634, 0001303982, 0000884546, 0001789219 |
| 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) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 20.8 | |
| AAPL | 2,382.8 | 18.8 | |
| NVDA | 399.6 | 17.8 | |
| AMZN | 1,093.0 | 10.7 | |
| META | 434.9 | 6.9 | |
| GOOGL | 1,475.1 | 6.7 | |
| GOOG | 1,482.6 | 5.5 | |
| AVGO | 201.3 | 4.8 | |
| HD | 277.6 | 4.7 | |
| LLY | 301.8 | 4.4 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |