Ads
related to: how much money does schwab asset management manage to payfreshworks.com has been visited by 10K+ users in the past month
Simplify IT asset management processes with our user-friendly ITAM software. Transform IT operations with our top-rated asset management system. Explore now!
- Manage IT Assets Easily
Streamline tracking, utilization,
reporting. Try today.
- Best IT Service Desk...
Opt for our top IT service desk
software & elevate your IT...
- Crm Systems
Choose the right CRM system for
your business.
- Enhance IT Support...
Boost your IT service quality with
our user-friendly IT help desk...
- Compare Freshdesk Pricing
Helpdesk Software For Your Every
Support Need. Try Freshdesk...
- End-to-end IT Workflow...
Boost agent productivity, efficient
lifecycle tracking &...
- Manage IT Assets Easily
advisorservices.schwab.com has been visited by 100K+ users in the past month
Discover The Breadth Of Services You Can Access When You Choose Schwab As Your Custodian. A Leader In Supporting Independent Registered Investment Advisors For Over 30 Years.
We believe your goals are individual and your financial advice should be too. Learn more. Our financial advisors work to better understand what matters most to you in life.
Sign up for a Consultation to Answer Specific Questions About Portfolio Diversification. Actionable Investing Ideas and Trends You Can Use to Help Clients Pursue Their Goals.
Separately Managed Accounts Offer Tax-Smart Efficiencies to Manage Portfolio Holdings. We Develop Strategies Focused On Delivering Strong Outcomes, For Your Clients. Learn More.
Search results
- 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.
www.schwabassetmanagement.com › about
People also ask
Should I invest in a Schwab managed account?
Does Charles Schwab offer a pricing guide?
What is Schwab asset management?
How do Schwab managed portfolios fees work?
Trading Fees and Commissions. Account Fees and Minimums. Investment Management Fees and Minimums. Common Questions. Open an account. Trading Fees and Commissions. $0. Listed Stocks and ETFs. online commission 1,2. $0. Options. online base commission + $0.65 per contract fee 3. $0. Mutual Funds.
Minimum Investment. $25,000. Fees. First $100,000: 0.90% Next $150,000: 0.70% Next $250,000: 0.50% Next $500,000: 0.30% Over $1,000,000: 0.20% First $100,000: 0.90% Next $400,000: 0.75%
For the Managed Account Select program, Schwab charges negotiable, asset-based fees that are determined based on which investment strategy you use. The firm tends to charge higher rates for risker strategies. Fees are shown in annual rates, but again, Schwab charges clients on a quarterly basis.
- Introduction
- Definitions
- Commissions, Transaction Fees, and Handling Fees1
- Mutual Funds
- Options
- Fixed Income Investments3
- Service Fees
- Accounts of Your Household Explanation
- Schwab Sales Compensation Disclosure
- Inquiries Or Questions
Schwab provides a broad range of value-added services, some of which have associated fees. This document provides you with an overview of standard pricing for commissions, transaction fees, and key account and service fees for: 1. Accounts (including international accounts) that are managed by an independent investment advisor (“advisor”) pursuant ...
Electronic Trades—Trades placed through one of our electronic channels, including online (e.g., www.schwaballiance.com or www.schwabadvisorcenter.com), Schwab Mobile, and automated phone services (e.g., Schwab by Phone™ or TeleBroker®). Certain securities may not be available through all electronic trading channels. How Schwab determines account an...
*Limited to National Market System (NMS) Equity Securities (excluding standardized options, which are subject to separate pricing). Trades executed at Schwab requiring special handling, including, but not limited to, Delivery versus Payment (DVP) Trades, Early Settlement Trades, and Restricted Stock Trades, will be charged the broker-assisted rate ...
Mutual Fund No-Transaction-Fee (NTF) Funds
Trade orders in no-load funds available through the Mutual Fund OneSource® service (including Schwab Funds®), as well as certain other funds, are available with no transaction fees.
Information for All Mutual Fund Transactions
Some funds also charge sales and/or redemption fees. Please read the prospectuses for details. You can buy shares directly from a fund company or its principal underwriter or distributor without paying Schwab’s transaction or service charges (except Schwab Funds®).
Mutual Fund Transaction-Fee Funds‡
‡Per-trade mutual fund transaction fees are capped at 8.5% of principal regardless of channel. *Certain transaction-fee funds are eligible for a reduced transaction fee. Generally, mutual funds are eligible for reduced transaction fees where the funds or their affiliates pay Schwab for recordkeeping, shareholder, and other administrative services we provide. Please contact your independent investment advisor directly or call Schwab Alliance at 1-800-515-2157 for more information. **AIP transa...
Broker-Assisted Trades
Alternative Pricing for each executed trade will not exceed the greater of: 1. $6.25 per contract, or 2. 2% of principal, or 3. $43.95 minimum per leg
Schwab reserves the right to act as principal on any fixed income transaction, public offering, or securities transaction. When Schwab acts as principal, the bond price includes our transaction fee (outlined below) and can also include a markup that reflects the bid-ask spread and is not subject to a minimum or maximum. When trading as principal, S...
Exchange Process Fee
This is a fee Schwab charges to offset fees imposed on us directly or indirectly by national securities exchanges, self-regulatory organizations, or U.S. option exchanges. Schwab shall have the right to determine the amount of such fees in its reasonable discretion, and such fees may differ from or exceed the actual third-party fees properly paid by Schwab in connection with any transaction. These differences may be caused by various internal and external factors, including, among other thing...
“Accounts of Your Household” are accounts that have been linked in accordance with Schwab’s householding guidelines. Schwab makes a reasonable effort to automatically link qualified accounts of persons with the same last name at the same home address, including accounts held at certain Schwab affiliates. Schwab aggregates the balances and activitie...
Schwab offers investment products and services to you through your advisor. Schwab sales representatives may communicate the availability of these products and services to your advisor and/or negotiate associated pricing for your Account(s) with your advisor. These representatives also can receive incentive compensation from Schwab based on factors...
Please contact your independent investment advisor directly, or call Schwab Alliance at 1-800-515-2157. International account holders, please call 1-877-714-5308, or contact your advisor for further information.
Fee structure: A percentage of AUM, other costs. Headquarters: 211 Main St., San Francisco, CA 94105. Website: www.schwabassetmanagement.com. Phone: 415-667-9200. All information included in this profile is accurate as of October 13, 2021. For more information, please consult Schwab Asset Management’s website. Overview of Schwab Asset Management.
We champion the needs of investors in all we do. 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 ...
All Schwab Money Funds with the exception of Schwab Variable Share Price Money Fund seek to preserve the value of your investment at $1.00 per share, but cannot guarantee they will do so. Because the share price of Schwab Variable Share Price Money Fund will fluctuate, when you sell your shares they may be worth more or less than what you ...
Ads
related to: how much money does schwab asset management manage to payfreshworks.com has been visited by 10K+ users in the past month
Simplify IT asset management processes with our user-friendly ITAM software. Transform IT operations with our top-rated asset management system. Explore now!
advisorservices.schwab.com has been visited by 100K+ users in the past month
Discover The Breadth Of Services You Can Access When You Choose Schwab As Your Custodian. A Leader In Supporting Independent Registered Investment Advisors For Over 30 Years.
We believe your goals are individual and your financial advice should be too. Learn more. Our financial advisors work to better understand what matters most to you in life.
