Advocating for investors and the financial professionals who serve them.
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
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.
We take a long-term view when it comes to investment stewardship.
Insights and news
Read the latest news, insights, and perspectives.
Charles Schwab Investment Management, Inc. (CSIM) is monitoring the companies impacted by the Executive Order dated November 12, 2020 (Executive Order) as updated by the U.S. Department of Defense (DoD) and the U.S. Treasury’s Office of Foreign Assets Control (OFAC) and has reviewed the holdings of its client accounts, including advised mutual funds and exchange-traded funds (ETFs), against these published lists. CSIM is also consulting with the index providers to the mutual funds and ETFs.
Get to know our leadership
Learn more about the experience and expertise our leaders bring to Charles Schwab Investment Management.
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:
in index mutual fund and ETF assets under management1
largest provider of index mutual funds2
largest provider of ETFs2
largest provider of money market funds2