There’s been a changing of the guard.

Schwab market cap index funds are now among the lowest cost in the industry—no matter the investment size.

We are simplifying and lowering the cost of investing for your clients with reduced, straightforward expenses on Schwab market cap index funds. Same low expense ratio, wherever Schwab Funds® are sold.

Compare costs now

Charles Schwab Investment Management

With more than 100 funds and over $300 billion in assets under management1, Charles Schwab Investment Management is committed to providing investment professionals a diverse selection of foundational products for client portfolios. For more than 25 years, we've made it clear that client needs come first.

Learn more

A leader in investment management for over 25 years

We've grown to become one of the nation's largest asset managers – and one of the largest providers of index mutual funds, ETFs and money market funds.2

  • 3rd

    largest provider
    of index mutual funds

  • 5th

    largest provider
    of ETFs

  • 7th

    largest provider
    of money market funds

We've grown to become one of the nation's largest asset
managers – and one of the largest providers of index
mutual funds, ETFs and money market funds.2

Market Cap Index

For over 25 years, we've been a provider of index investments—offering investors a broad range of low cost ETFs and passive and index mutual funds.

Learn more

Fundamental Index

A pioneer in Fundamental Index strategies, we provide investors 12 ETFs and mutual funds that offer a complement to traditional market-cap-weighted index and actively managed strategies.

Learn more

Target Date / Multi-Asset

With a history of innovative target date fund management, we offer a range of competitively priced product solutions for individuals and employer-sponsored retirement plans.

Learn more

Fixed Income

We offer a range of fixed income products that can serve as part of the foundation of a diversified portfolio, including fixed income mutual funds, ETFs and money funds.

Learn more

Active Equity

We offer investors access to two distinct active equity investment approaches: Schwab Active Equity Funds, and Laudus Funds, which are sub-advised by leading institutional asset managers.

Learn more

Money Market Funds

As one of the country's largest money market fund managers, we offer a full complement of money funds in the government, prime and municipal sectors.

Learn more about Schwab Money Funds

Visit our Money Market Fund Reform Resource Center

Insights from our team and strategic partners

Investment Insights

Advancements in target date fund delivery

Weighing the pros and cons of collective trust funds and customization in target date design.

Read more
Leadership Insights

The Year to Raise Your Hand

I’ve seen a lot of change over the course of my career, but none like what we’re seeing now in investment management.

Investment Insights

Expenses matter

Even a small difference in costs creates a gap in portfolio value over time.


Keep up with current market trends and analyses

Get up-to-date perspectives and investment ideas from the professionals at the Schwab Center for Financial Research.

View the latest

2016 Capital Gains Distributions Information

Schwab ETFs™ Schwab Funds® Laudus Funds®

News and events

Climbing the ETF leader board

Read the February 2nd announcement about expense cuts to Schwab index mutual funds and ETFs.

Climbing the ETF leader board

Schwab Fundamental International Small Company Index Fund and two Laudus funds named best-in-class.

Climbing the ETF leader board

Now the 5th largest issuer, Charles Schwab Investment Management offers 10 of the cheapest ETFs on the U.S. market.

Register now for even more

Access resources developed for institutional use only—and subscribe to receive our latest news and insights.