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.

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Charles Schwab Investment Management

With more than 100 funds and over $320 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.

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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

  • 8th

    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.

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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.

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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.

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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.

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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.

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Money Market Funds

Schwab offers a broad range of taxable and tax-exempt purchased money funds that offer a convenient way to access higher yields on cash with minimum investments as low as $1.

Learn more about Schwab Money Funds

Visit our Money Market Fund Reform Resource Center

2017 Capital Gains Distributions Information

Schwab ETFs™ Schwab Funds® Laudus Funds®

Insights from our team and strategic partners

Advancements-in-target-date-fund-delivery
Investment Insights

A Decade of Results: The Past, Present and Future of Fundamental Index™ Strategies

With over a decade of performance across various market environments, Fundamental index™ strategies have delivered value-add even through challenging times.

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Investment Insights

Inflows, indexes, and the future: Trends in active and passive

Perspectives on emerging market trends and the impact on passive and active equity strategies.

Leadership Insights

Simplicity – What Clients Really Want

Like every other industry, we need to exercise some product control discipline, and begin the work of eliminating complexity from a very complicated investment sphere.

The-latest-from-Schwab-Center-for-Financial-Research

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.

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News and events

Climbing the ETF leader board

New additions to family of low-cost index funds deliver more choice and value to investors.

Climbing the ETF leader board

Schwab recognized by Morningstar as a differentiated fund provider with low-cost, repeatable investment strategies.

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.

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