Charles Schwab Investment Management Overview

Financial ServicesCompany

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.

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

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