September 01, 2014 5:09 PM ET

Capital Markets

Company Overview of Charles Schwab Investment Management, Inc.

Company Overview

Charles Schwab Investment Management, Inc. is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, investment companies, pension and profit sharing plans, and pooled investment vehicles. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm also launches and manages hedge funds and exchange traded funds for its clients. The firm invests in the public equity, fixed income, and hedging markets across the globe. For its fixed income portion, it invests in U.S. treasuries, munici...

211 Main Street

San Francisco, CA 94105

United States

Founded in 1989

Key Executives for Charles Schwab Investment Management, Inc.

President and Chief Executive Officer
Chief Financial Officer and Senior Vice President
Senior Vice President and Director
Senior Vice President and Chief Compliance Officer
Age: 54
Managing Director
Compensation as of Fiscal Year 2014.

Charles Schwab Investment Management, Inc. Key Developments

Charles Schwab Investment Management, Inc. Presents at The 5th Annual FundForum USA, Oct-29-2013 09:50 AM

Charles Schwab Investment Management, Inc. Presents at The 5th Annual FundForum USA, Oct-29-2013 09:50 AM. Venue: Mandarin Oriental, 776 Boylston Street, Boston, MA 02199, United States. Speakers: Marie A. Chandoha, President and Chief Executive Officer.

Charles Schwab Investment Management, Inc. Announces Three New Additions to the Schwab Target Funds

Charles Schwab Investment Management, Inc. announced three new additions to the Schwab Target Funds for the years 2045, 2050, and 2055. With these additions, Schwab now offers a full suite of retail and institutional target-date funds designed to meet the needs of investors and retirement plan sponsors. The funds provide investors -- from those just entering the workforce to retirees -- with broadly diversified retirement solutions designed to become more conservative over time.

Similar Private Companies By Industry

Company Name Region
ProFutures Diversified Fund, L.P. United States
R & H Trust Co (Jersey) Limited United States
CapitalAsia Investment Holdings Limited, Advisory Arm United States
Riverbrook Capital United States
Parkwood Corporation United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Charles Schwab Investment Management, Inc., please visit www.schwab.com/public/schwab/investment_products/managed_accounts/csim?cmsid=P-1337302&lvl1=investme. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.