Asset Management

Asset Management
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About us

Advocating for investors and the financial professionals who serve them.

Lowest-cost index products

Schwab Asset Management™

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

Focused lineup of products and solutions

Our product strategy is driven by our insights into the varied and evolving needs of investors. We offer a deliberate lineup of straightforward core investment products, as well as sophisticated, customizable solutions. These include ETFs, mutual funds and separately managed account strategies designed to serve the needs of most investors.

See our product lineup

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Among the lowest-cost index products in the industry

We believe in giving all investors access to the same low costs typically reserved for the largest institutions and wealthiest individuals. To better serve investors and those who advise them, we provide a simplified pricing structure and use our scale and efficiency to help drive down costs.

A focus on investors' needs

From the competitively priced products and solutions we offer to our commitment to financial professionals, everything we do is with the goal of benefiting the investors we serve.

Code of Ethics >

Investment stewardship

We take a long-term view when it comes to investment stewardship.

Insights and news

Read the latest news, insights, and perspectives. 

Press Releases

The Schwab High Yield Bond ETF (SCYB) begins trading

Today, July 11, 2023, the Schwab High Yield Bond ETF (NYSE Arca: SCYB) begins trading.
Press Releases

Schwab Delivers Enhanced Direct Indexing Capabilities to RIAs

Today, June 8, 2023, Schwab adds a digitized experience to Schwab Personalized Indexing™ for advisors and new ways to personalize client portfolios.
Press Releases

Schwab Announces Personalization and Digital Capabilities for Schwab Personalized Indexing™

Today, March 30, 2023, Charles Schwab announces new enhancements to Schwab Personalized Indexing™, its direct indexing solution with tax-loss harvesting and portfolio management capabilities.

Get to know our leadership

Learn more about the experience and expertise our leaders bring to Schwab Asset Management.

Meet the team
Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer
Learn more about Omar
Jonathan de St. Paer

Jonathan de St. Paer

President and Chief Operating Officer
Learn more about Jonathan

30+ years of experience in investment management

Not only are we one of the most experienced asset managers, we're also one of the largest:

  • $870B+

    assets under management1

  • 3rd

    largest provider of index mutual funds2

  • 5th

    largest provider of ETFs2

  • 6th

    largest provider of money market funds2