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About us

Advocating for investors and the financial professionals who serve them.

Lowest-cost index products

Charles Schwab Investment Management

We believe in a straightforward approach to asset management. That's why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry's largest and most experienced asset managers, we put client needs first and are committed to lowering costs and reducing unnecessary complexity on behalf of all investors and the financial professionals who serve them.

Core products and solutions

We keep it simple by offering a focused lineup of core products and solutions for the foundation of a portfolio. Designed to be easily explained and understood, our products offer a smart, uncomplicated choice when constructing client portfolios.

See our product lineup

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Among the lowest-cost index products in the industry

We believe in giving all investors access to the same low costs typically reserved for the largest institutions and wealthiest individuals. To better serve investors and those who advise them, we provide a simplified pricing structure and use our scale and efficiency to help drive down costs.

Putting investors' needs first

We seek to operate our business through clients' eyes. This mentality inspires our products and solutions, and helps create better experiences for investors and the financial professionals who support them.

Investment stewardship

We take a long-term view when it comes to investment stewardship.

Insights and news

Read the latest news, insights, and perspectives. 

Press Releases

Charles Schwab announced today that it has completed its asset acquisition of Wasmer, Schroeder, & Company LLC, a leading independent investment manager of fixed income separately managed accounts.
Press Releases

Charles Schwab announced today its role in the $375 million conversion of Private College 529 Plan, a unique college savings program collectively owned by nearly 300 private colleges and universities nationwide.
Press Releases

Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, is launching three new fixed income exchange traded funds (ETFs).

Get to know our leadership

Learn more about the experience and expertise our leaders bring to Charles Schwab Investment Management.

Rick Wurster

Chief Executive Officer

Jonathan de St. Paer

President

30 years experience in investment management

Not only are we one of the most experienced asset managers, we're also one of the largest:

  • $210B

    in index mutual fund and ETF assets under management1

  • 3rd

    largest provider of index mutual funds2

  • 5th

    largest provider of ETFs2

  • 8th

    largest provider of money market funds2