| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Margaret MacGregor | Chief Legal Officer | Under 5% | 2022 |
| Jessica Ann Seidlitz Control | Chief Financial Officer And Chief Operating Officer | Under 5% | 2024 |
| Mark Hunter | Chief Compliance Officer | Under 5% | 2024 |
Charles Schwab Investment Management, Inc reports $14.4 million in regulatory assets under management on its Form ADV.
Charles Schwab Investment Management, Inc reports 877 employees.
Charles Schwab Investment Management, Inc is based in San Francisco, CA and has been SEC-registered since 1990.
Charles Schwab Investment Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 211 Main Street, Suite 1700, San Francisco, CA 94105 |
| Phone | 800-650-9744 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 884546 |
| Discloses disciplinary history | Yes |
| Discretionary | $14.2M |
| Non-discretionary | $21.94B |
| Total (RAUM) | $14.4M |