SCHWAB CHARLES Overview
Schwab Charles Investment Management Inc is an investment advisor that manages 267.5 BN dollars in regulatory AUM and has 204 employees, of which 63 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 301BN in positions, representing 113% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 301BN in positions, representing 113% of the manager's regulatory AUM.
SCHWAB CHARLES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCHWAB CHARLES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.5% | Tech | 8.69% | 0.02% | 1 | 0% | ||
| MSFT | 3.45% | Tech | 13.96% | 0.21% | 1 | 0% | ||
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FEATURED IN
SCHWAB CHARLES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Charles R. Schwab | Chairman And Director | December-1989 |
| George M. Pereira | Svp, Chief Financial Officer And Chief Operating Officer | November-2004 |
| Michael F. Hogan | Svp And Chief Compliance Officer | January-2014 |
| Marie A. Chandoha | Director, President And Chief Executive Officer | December-2010 |
| David J. Lekich | Senior Vice President And Chief Counsel | September-2011 |
| Omar Aguilar Chavez | Senior Vice President And Chief Investment Officer - Equities | April-2011 |
| Brett H. Wander | Senior Vice President And Chief Investment Officer - Fixed Income | June-2011 |
SCHWAB CHARLES Brokers, Custodians, Auditors and Administrators
| Type | Company |
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SCHWAB CHARLES Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
In managing discretionary client accounts and providing recommendations to non- discretionary clients, CSIM uses various investment strategies and methods of analysis, as described below. This Item also contains a discussion of the primary risks associated with these investment strategies, although it is not possible to identify all of the risks associated with investing and the particular risks applicable to a client account will depend on the nature of the account, its investment strategy or strategies and the types of securities held. Please refer to the applicable prospectus or other offering documents for a more detailed discussion of strategies and risks involved with your particular account.
While CSIM seeks to manage accounts so that risks are appropriate to the return potential for the strategy, it is often not possible or desirable to fully mitigate risks. Any investment includes t...
Unlock Full Investment Process Description
In managing discretionary client accounts and providing recommendations to non- discretionary clients, CSIM uses various investment strategies and methods of analysis, as described below. This Item also contains a discussion of the primary risks associated with these investment strategies, although it is not possible to identify all of the risks associated with investing and the particular risks applicable to a client account will depend on the nature of the account, its investment strategy or strategies and the types of securities held. Please refer to the applicable prospectus or other offering documents for a more detailed discussion of strategies and risks involved with your particular account.
While CSIM seeks to manage accounts so that risks are appropriate to the return potential for the strategy, it is often not possible or desirable to fully mitigate risks. Any investment includes t...
Unlock Full Investment Process Description
SCHWAB CHARLES Portfolio Concentration
SCHWAB CHARLES Location
211 MAIN STREET
SAN FRANCISCO, California
UNITED STATES, 94105
SAN FRANCISCO, California
UNITED STATES, 94105
SCHWAB CHARLES Contact Information
Phone Number: 415-667-9200
Fax Number: 415-667-1430
Website: https://www.csimfunds.com
Fax Number: 415-667-1430
Website: https://www.csimfunds.com
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