CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
other names
- CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
- SCHWAB ASSET MANAGEMENT
Adviser Profile
| As of Date | 12/11/2025 |
| ADV Location | LONE TREE, CO, United States |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 877 2% |
| of those in investment advisory functions | 173 -7% |
| Registration | SEC, Approved, 01/25/1990 |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
758B
650B
542B
433B
325B
217B
108B
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DELOITTE & TOUCHE, LLP | Filing Date01/23/2026 | Form ADV-E View Report |
| Accounting Firm Name DELOITTE & TOUCHE, LLP | Filing Date02/24/2025 | Form ADV-E View Report |
| Accounting Firm Name DELOITTE & TOUCHE LLP | Filing Date01/19/2024 | Form ADV-E View Report |
| Accounting Firm Name DELOITTE & TOUCHE LLP | Filing Date04/17/2023 | Form ADV-E View Report |
Top Holdings
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|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$29,093,508,165 | % Position5.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$24,605,327,128 | % Position4.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$27,128,500,502 | % Position4.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$11,295,568,814 | % Position2.00% | $ Change-2.00% | # Change-7.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$12,483,726,025 | % Position2.00% | $ Change29.00% | # Change0.00% |
| Stck Ticker808524771 | Stock NameSCHWAB STRATEGIC TR | $ Position$11,249,790,043 | % Position2.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$10,265,961,280 | % Position2.00% | $ Change-3.00% | # Change8.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$9,850,199,562 | % Position2.00% | $ Change29.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$14,777,936,516 | % Position2.00% | $ Change6.00% | # Change1.00% |
| Stck Ticker02209S103 | Stock NameALTRIA GROUP INC | $ Position$3,763,518,440 | % Position1.00% | $ Change22513.00% | # Change25806.00% |