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Form CRS

Charles Schwab Investment Management, Inc. (“CSIM”) is an investment adviser registered with the Securities and Exchange Commission. Form CRS highlights certain aspects of the nature of our investment advisory relationship with you. It is important to understand that brokerage and advisory services and fees differ. For more information about financial professionals and investing, including free and simple tools to research our firm and its representatives, visit Investor.gov/CRS.

Charles Schwab Investment Management Documents