Charles Schwab Investment Management, Inc
● SEC registered since 1990CRD 106753SEC# 801-35905San Francisco, CA
Reg. AUM
$1,721.03B
Employees
946
Accounts
856,597
Location
San Francisco, CA
Charles Schwab Investment Management, Inc assets under management
Charles Schwab Investment Management, Inc is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 1990. It reports $1,721 billion in regulatory assets under management and employs 946 people.
Charles Schwab Investment Management, Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Margaret MacGregor | Chief Legal Officer | Under 5% | 2022 |
| Jessica Ann Seidlitz Control | Chief Financial Officer And Chief Operating Officer | Under 5% | 2024 |
| Mark Hunter | Chief Compliance Officer | Under 5% | 2024 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Charles Schwab Investment Management, Inc manage?
Charles Schwab Investment Management, Inc reports $1,721 billion in regulatory assets under management on its Form ADV.
How many employees does Charles Schwab Investment Management, Inc have?
Charles Schwab Investment Management, Inc reports 946 employees.
Where is Charles Schwab Investment Management, Inc located?
Charles Schwab Investment Management, Inc is based in San Francisco, CA and has been SEC-registered since 1990.
Does Charles Schwab Investment Management, Inc disclose fund performance?
Charles Schwab Investment Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Market Street, Suite 1700, San Francisco, CA 94105 |
| Phone | 800-650-9744 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 884546 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1,721.03B▲ 11976660%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$1,721.03Bregulatory AUM
Discretionary $1,697.04BNon-discretionary $23.99B