Wealth Manager
    SEC Registered

    Charles Schwab Investment Management, Inc

    Registered investment advisor · San Francisco, California · CRD #106753

    Assets Under Management
    $1.7T
    Client Accounts
    856,597
    Employees
    946
    CRD Number
    106753
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Charles Schwab Investment Management, Inc

    Charles Schwab Investment Management, Inc. is a fee-based investment advisory firm offering management services. It operates through various programs and agreements, including directly managed accounts and wrap fee programs. Registered with the SEC, it provides investment management and financial services.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Charles Schwab Investment Management, Inc's AUM?

    Charles Schwab Investment Management, Inc reports approximately $1.7T in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Charles Schwab Investment Management, Inc headquartered?

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

    What is Charles Schwab Investment Management, Inc's CRD number?

    Charles Schwab Investment Management, Inc's CRD number is 106753. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Charles Schwab Investment Management, Inc manage?

    Charles Schwab Investment Management, Inc manages approximately 856,597 client accounts according to its latest SEC filing.

    Is Charles Schwab Investment Management, Inc SEC registered?

    Yes, Charles Schwab Investment Management, Inc is registered with the SEC as an investment adviser with an approved registration status.

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