Charles Schwab Investment Management, INC
San Francisco, CA·SEC-registered · CRD #106753
Charles Schwab Investment Management, INC is an SEC-registered investment advisory firm in San Francisco, CA managing $1.7T across 857k client accounts, with 175 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7T
Client accounts
857k
Advisory staff
175
Fee model
Fee-based
How Charles Schwab Investment Management, INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Charles Schwab Investment Management, INC
How much does Charles Schwab Investment Management, INC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Charles Schwab Investment Management, INC reports $1.7T in regulatory assets under management across roughly 857k client accounts.
How does Charles Schwab Investment Management, INC charge?
Charles Schwab Investment Management, INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Charles Schwab Investment Management, INC a fiduciary?
Yes. Charles Schwab Investment Management, INC is registered with the U.S. Securities and Exchange Commission (CRD #106753), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Charles Schwab Investment Management, INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Charles Schwab Investment Management, INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Charles Schwab Investment Management, INC's public SEC Form ADV filing (CRD #106753, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Charles Schwab Investment Management, INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Charles Schwab Investment Management, INC? Claim this profile.