Private Market View

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other · SAN FRANCISCO, CA

AUM
$97.2M
Portfolio companies
Recorded deals
Last investment

Key facts

  • CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a other based in SAN FRANCISCO, CA.
  • CHARLES SCHWAB INVESTMENT MANAGEMENT, INC reports $97.2M in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 106753
Regulatory AUM
$97.2M
Private fund assets
Private funds
Staff
946
Registered office
SAN FRANCISCO, CA
SEC status
Approved

Discloses a disciplinary history on Form ADV. Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for CHARLES SCHWAB INVESTMENT MANAGEMENT, INC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is CHARLES SCHWAB INVESTMENT MANAGEMENT, INC's AUM?
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC manages approximately $97.2M in assets.