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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

More financial advisors are using behavioral finance techniques compared to last year—and they are reaping the benefits.
Press Releases

Low-cost ETF model portfolios on Envestnet’s Fund Strategist Network offer advisors market-cap-weighted and strategic beta solutions built on behavioral insights
Press Releases

Charles Schwab Investment Management, Inc. (CSIM) announced that effective today, August 10, the Wasmer Schroeder High Yield Municipal Fund (WSHYX) has been reorganized into the new Schwab High Yield Municipal Bond Fund (SWHYX).

Get to know our leadership

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

Rick Wurster

Rick Wurster

Head of Schwab Asset Management Solutions, Chief Executive Officer
Jonathan de St. Paer

Jonathan de St. Paer


30 years experience in investment management

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

  • $245B+

    in index mutual fund and ETF assets under management1

  • 3rd

    largest provider of index mutual funds2

  • 5th

    largest provider of ETFs2

  • 7th

    largest provider of money market funds2