Charles Schwab Investment Management

With nearly 100 funds and over $280 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.

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Insights from our team and strategic partners

Investment Insights

Target Date Funds: Why the "to vs. through" analysis falls short

When assessing the suitability of a target date fund series, plan sponsors should look beyond the typical “to vs. through” comparison.

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Investment Insights

10 things everyone should know about smart beta strategies

Get answers to some of the most common questions about smart beta strategies.

Investment Insights

Our compulsion with loss aversion

Divergent policies among major central banks and foreign-exchange volatility could have a pronounced impact on investors’ loss aversion behavior over the summer.

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

Charles Schwab Investment Management ranked #10 best fund family of 2015 by Barron's.

Schwab U.S. Broad Market ETF recognized by ETF Report / ETF.com as one of the 15 most important ETFs.

Kiplinger praises Schwab's target-date series for track record, fees, and glide path design.

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