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.

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

Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities now available to a wider spectrum of registered investment advisors and retail investors.
Press Releases

Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, is announcing forward share splits on five Schwab ETFs.
Press Releases

New additions include two positive impact strategies, bringing new choices for clients who want to align their investments with their values.

Get to know our leadership

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

Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer
Jonathan de St. Paer

Jonathan de St. Paer

President, Chief Operating Officer

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:

  • $655B+

    assets under management1

  • 3rd

    largest provider of index mutual funds2

  • 5th

    largest provider of ETFs2

  • 12th

    largest provider of money market funds2