Charles Schwab Investment Management

With more than 100 funds and over $290 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

Insights from our team and strategic partners

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

Don't get burned by the "hot hand"

Beware of cognitive biases, particularly in the current low-yield environment.

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.


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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News and events


Join us to hear experts discuss actionable insights and ideas on how you can put smart beta strategies into practice with your client portfolios.

Wednesday, November 16 at 1 p.m. PT / 4 p.m. ET

Schwab Target Index Funds are the lowest-cost target date mutual funds available to retirement plans.3

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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