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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.
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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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.
Jan 12, 2024 · Charles Schwab Ownership. Charles Schwab is a publicly traded company listed on the New York Stock Exchange (NYSE) under the ticker symbol SCHW, with a market capitalization of over $98 billion. As of September of 2023, Charles Schwab had approximately 1.82 billion shares outstanding.
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.
Assets Under Management. $782,620,910,160. Number of Advisors. 212. Time in Business. Founded in 1971. Disclosures. 1. Fee Structure. Fee-based
May 18, 2021 · $140B. Today's Change. (0.95%) $0.74. Current Price. $78.78. Price as of May 17, 2024, 4:00 p.m. ET. The new Schwab doesn't look all that different from the old Schwab, and that's a good...
