1989 Charles Schwab Investment Management, Inc. (CSIM) founded, and Schwab Funds® launched.
1996 Charles Schwab Bank Collective Trust Funds introduced.
1998 CSIM reaches $10 billion in indexed assets under management (AUM).
2002 Schwab Active Equity Funds launched.
2004 Laudus Funds® introduced.
2005 CSIM’s family of mutual funds available on third-party platforms.
2007 Schwab Fundamental Index* Funds released.
2009 Schwab Exchange-Traded Funds (ETFs) launches.
2010 Schwab ETFs and indexed mutual funds reach $25 billion in AUM.
2012 CSIM reaches $224 billion in AUM.
2013 Schwab Fundamental Index ETFs launched.
2015 Schwab ETFs™ reach $39 billion in AUM.