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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 Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced today it is expanding its lineup of fixed income strategies available to Charles Schwab & Co., Inc. (Schwab) clients with 20 Wasmer Schroeder Strategies.
Announcements

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.

Press Releases

Schwab Asset Management Solutions (SAMS), the asset management arm of The Charles Schwab Corporation, announced that it has been named to Pensions & Investments’ annual list of the Best Places to Work in Money Management.

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

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:

  • $260B+

    in index mutual fund and ETF assets under management1

  • 3rd

    largest provider of index mutual funds2

  • 5th

    largest provider of ETFs2

  • 9th

    largest provider of money market funds2