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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) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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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 |
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13F-HR | [0000884546] | |
SC 13G | [0000884546] | |
13F-HR | [0001789219] |
Related Firms | State | AUM ($BB) |
---|---|---|
Charles Schwab Investment Management Inc
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|
CA | 1,098.8 |
Charles Schwab Investment Advisory Inc
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|
CA | 66.1 |
Charles Schwab & Co Inc
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|
CA | 0.0 |
Schwab Wealth Investment Advisory Inc
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|
CA | 0.0 |
Comparable Firms | State | AUM ($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
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|
MD | 193.1 |