Charles Schwab Investment Management

With more than 100 funds and over $300 billion in assets under management1, Charles Schwab Investment Management is committed to providing investment professionals a diverse selection of foundational products for client portfolios. For more than 25 years, we've made it clear that client needs come first.

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A leader in investment management for over 25 years

We've grown to become one of the nation's largest asset managers – and one of the largest providers of index mutual funds, ETFs and money market funds.2

  • 3rd

    largest provider
    of index mutual funds

  • 5th

    largest provider
    of ETFs

  • 7th

    largest provider
    of money market funds

We've grown to become one of the nation's largest asset
managers – and one of the largest providers of index
mutual funds, ETFs and money market funds.2

Market Cap Index

For over 25 years, we've been a provider of index investments—offering investors a broad range of low cost ETFs and passive and index mutual funds.

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Fundamental Index

A pioneer in Fundamental Index strategies, we provide investors 12 ETFs and mutual funds that offer a complement to traditional market-cap-weighted index and actively managed strategies.

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Target Date / Multi-Asset

With a history of innovative target date fund management, we offer a range of competitively priced product solutions for individuals and employer-sponsored retirement plans.

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Fixed Income

We offer a range of fixed income products that can serve as part of the foundation of a diversified portfolio, including fixed income mutual funds, ETFs and money funds.

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Active Equity

We offer investors access to two distinct active equity investment approaches: Schwab Active Equity Funds, and Laudus Funds, which are sub-advised by leading institutional asset managers.

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Money Market Funds

As one of the country's largest money market fund managers, we offer a full complement of money funds in the government, prime and municipal sectors.

Learn more about Schwab Money Funds

Visit our Money Market Fund Reform Resource Center

Starting March 1st

Get access to the lowest cost market cap index mutual funds and ETFs with no minimums.
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Insights from our team and strategic partners

Advancements-in-target-date-fund-delivery
Investment Insights

Advancements in target date fund delivery

Weighing the pros and cons of collective trust funds and customization in target date design.

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Leadership Insights

Confident to a fault

Equities could prove vulnerable to the overconfidence bias as we enter an “unprecedented” U.S. presidential period.

Investment Insights

Smart Beta: Not all strategies are created equally

The return patterns of smart beta strategies—and type of market environment they thrive in—demonstrate the diversity in various options.

The-latest-from-Schwab-Center-for-Financial-Research

Keep up with current market trends and analyses

Get up-to-date perspectives and investment ideas from the professionals at the Schwab Center for Financial Research.

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2016 Capital Gains Distributions Information

Schwab ETFs™ Schwab Funds® Laudus Funds®

News and events

Climbing the ETF leader board

Read the February 2nd announcement about expense cuts to Schwab index mutual funds and ETFs.

Jake Gilliam, Sr. Multi-Asset Class Portfolio Strategist, discusses how plan sponsors and advisers have changed the way they evaluate target date funds since the financial crisis.

Climbing the ETF leader board

Now the 5th largest issuer, Charles Schwab Investment Management offers 10 of the cheapest ETFs on the U.S. market.

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