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  1. 0723-34SU 0324-PYCW. Not FDIC Insured • No Bank Guarantee • May Lose Value. Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC.

  2. Jan 22, 2024 · Charles Schwab Assets Under Management (AUM) Charles Schwab is one of the largest broker-dealers in the United States. The company has over 1,200 financial advisors, operates more than 330 brick-and-mortar locations in 46 states, and serves over 7,000 registered investment advisors. The company also manages its own FDIC-insured bank with over a ...

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  4. Investor Servicesis a modern, full-service brokerage platform for those who invest on their own or through a workplace-sponsored retirement equity plan. Advisor Servicesoffers trading, custody, technology, practice management, and other support services to nearly 15,000 independent investment advisors. Individual Investors.

  5. Assets Under Management. $782,620,910,160. Number of Advisors. 212. Time in Business. Founded in 1971. Disclosures. 1. Fee Structure. Fee-based

  6. Jan 12, 2024 · While Charles Schwab Investment Advisory does not publicly disclose the average account size of its users, we can estimate this figure based on available data. As of 2023, the company’s AUM totalled $60.08 billion, and it had over 495,300 accounts, giving an estimated average account size of approximately $133,000.

  7. Today, September 25, 2023, Schwab Asset Management™, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider of ETFs, announced the reduction of operating expense ratios for the Schwab High Yield Bond ETF (SCYB) and the Schwab U.S. TIPS ETF (SCHP), bringing the fees for Schwab Asset Management’s entire lineup of fixed income ETFs to only three basis points.

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