Charles Schwab Investment Management Inc

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Assets, Funds, Holdings

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Charles Schwab Investment Management Inc
CRD #106753
SEC #801-35905
CIK #0000751448, 0000087634, 0001303982, 0000884546, 0001789219
AUM $1,098.8 BB (2024-03-29)
Employees 857 (22% Investors, 16% Brokers)
Phone415-667-9200
Address211 Main Street
San Francisco, CA 94105
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
110088066044022002001200920172025
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 ($BB)
60048036024012002013201720212025
AUM Breakdown Accounts AUM ($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]
Form 13D/13G Filer Form 13D/13G Subject Filed
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Charles Schwab Investment Management Inc Cooper-Standard Holdings Inc [2023-02-03]
Charles Schwab Investment Management Inc Invacare Corp [2023-02-03]
Charles Schwab Investment Management Inc Regis Corp [2023-02-03]
Charles Schwab Investment Management Inc Washington Prime Group Inc [2022-02-11]
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Charles Schwab Investment Management Inc Chico's FAS Inc [2022-02-11]
Charles Schwab Investment Management Inc Washington Prime Group Inc [2021-02-16]
Charles Schwab Investment Management Inc Washington Prime Group Inc [2021-02-16]
Charles Schwab Investment Management Inc Washington Prime Group Inc [2021-02-16]
Charles Schwab Investment Management Inc Express Inc [2021-02-16]
Charles Schwab Investment Management Inc Chico's FAS Inc [2021-02-16]
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 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
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NJ 200.7
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