Charles Schwab Investment Management - M&A Summary and Business Overview

Financial ServicesCompany

Charles Schwab Investment Management M&A Summary

Charles Schwab Investment Management has acquired 1 company.

Charles Schwab Investment Management has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Charles Schwab Investment Management Business Overview

Where is Charles Schwab Investment Management headquartered?

Charles Schwab Investment Management is headquartered in San Francisco, California.

What sector is Charles Schwab Investment Management in?

Charles Schwab Investment Management is a financial services company.

When was Charles Schwab Investment Management founded?

Charles Schwab Investment Management was founded in 1991.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Charles Schwab Investment Management, Inc.

San Francisco, California
United States,
www.csimfunds.com

Charles Schwab Investment Management, Inc. (CSIM) is an affiliate of Charles Schwab & Co. Inc. It is one of the nation's largest asset management companies and among the country's largest money market fund managers and is the third-largest provider of retail index funds. In addition to managing Schwab proprietary funds, CSIM provides oversight for the institutional-style, sub-advised Laudus Fund family. CSIM also manages over $1.2 billion in separately managed accounts. CSIM currently manages 69 mutual funds, including 40 actively-managed funds, and five separate account model portfolios.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Global Real Analytics, LLC 2007-01-01 - Add-on Acquisition
San Francisco, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  California 1 - - -
Total 1 - - -

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