RIA Intel›Advisers›California›CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Institutional

N·SAN FRANCISCO, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$1.7T
1-Year AUM Growth
+30.8%
3-Year CAGR
+27.0%
Employees
175
Assets Under Management
Total AUM$1.7T
Discretionary AUM$1.7T
Non-Discretionary AUM$24.0B
Discretionary %98.6%
Total Clients843,555
Team
Total Employees175
Investment Advisers946
Employee Growth (1Y)-7.0%
Filing History
Total Filings on Record65
First FilingJan 30, 2001
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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