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  1. Jan 22, 2024 · Specifically, the brokerage house has the following numbers: Charles Schwab Asset Management managed approximately $8.7 trillion on a discretionary basis and $33.7 billion on a non-discretionary basis. Source: Schwab Asset Management.

  2. 1. Approximate. As of December 31, 2023, Schwab Asset Management managed approximately $1.0 trillion on a discretionary basis and $33.5 billion on a non-discretionary basis. Source: Schwab Asset Management. 2. Sources: iMoneyNet andLipper. Rankings based on assets under management (AUM) as of December 31, 2023.

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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. As of December 31, 2020, CSIM managed approximately $549.2 billion on a discretionary basis and approximately $37.5 billion on a non-discretionary basis.

  6. Type: Mutual Funds Symbol: SWYXX Net Expense Ratio: 0.340% Summary. Objective. The fund's goal is to seek current income that is exempt from federal income and New York State and local income tax consistent with preservation of capital and liquidity. Highlights.

  7. Schwab Asset Management offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. Operating through clients’ eyes and putting them at the center of our decisions for 30+ years, we aim to deliver exceptional experiences to investors and ...

  8. Every Schwab Managed Portfolios account is managed by the investment professionals at Schwab Asset Management ®. You'll get: Broad portfolio diversification to help manage risk and pursue growth. Access to professionally managed portfolios designed for today’s volatile markets. Exposure to a wide range of asset classes.

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