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 09/30/16. The fund's latest filing disclosed 85BN in positions, representing 32% of the manager's regulatory AUM.

SCHWAB CHARLES StockAlpha

-0.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SCHWAB CHARLES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.16% Tech -2.29% 0% 0 42%
MSFT 1.83% Tech 3.56% 0.11% 1 36%
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FEATURED IN
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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

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...
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SCHWAB CHARLES Portfolio Concentration

SCHWAB CHARLES Location

211 MAIN STREET
SAN FRANCISCO, California
UNITED STATES, 94105

SCHWAB CHARLES Contact Information

Phone Number: 415-667-9200
Fax Number: 415-667-1430
Website:

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