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| Charles Schwab Investment Management Inc
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|---|---|
| CRD # | 106753 |
| SEC # | 801-35905 |
| CIK # | 0001303982, 0000751448, 0001789219, 0000884546, 0000087634 |
| AUM | $1,721.0 B (2026-03-30) |
| Employees | 946 (18% Investors, 15% Brokers) |
| Phone | 800-650-9744 |
| Address | 425 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 697,928 | 108.5 |
| (b) Individuals (high net worth individuals) | 154,404 | 106.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 109 | 1,473.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 166 | 24.7 |
| (g) Pension and profit sharing plans | 1,805 | 1.7 |
| (h) Charitable organizations | 264 | 0.8 |
| (i) State or municipal government entities | 10 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 10 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,901 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 856,597 | 1,721.0 |
| By Discretionary | ||
| Discretionary | 856,567 | 1,697.0 |
| Non-Discretionary | 30 | 24.0 |
| Total | 856,597 | 1,721.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,720.9 | |
| Total | 856,597 | 1,721.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000884546] | |
| SC 13G | [0000884546] | |
| 13F-HR | [0001789219] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 1,721.0 |
|
Charles Schwab & Co Inc
✚
|
CA | 0.0 |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 0.0 |
|
Schwab Wealth Investment Advisory Inc
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Edward D Jones & Co LP
✚
|
MO | 1,013.6 |
|
Managed Account Advisors LLC
✚
|
NJ | 995.0 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 671.4 |
|
Dodge & Cox
✚
|
CA | 466.6 |
|
US Bancorp Asset Management Inc
✚
|
MN | 427.5 |
|
Fisher Asset Management LLC
✚
|
TX | 386.7 |
|
Vanguard Advisers Inc
✚
|
PA | 344.6 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 252.3 |
|
SBI Funds Management Limited
✚
|
219.9 | |
|
John Hancock Investment Management LLC
✚
|
MA | 212.1 |