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About us

Advocating for investors and the financial professionals who serve them.

Charles Schwab Investment Management

We believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are committed to lowering costs and reducing unnecessary complexity on behalf of all investors and the financial professionals who serve them.

Insights and news

Read the latest news, insights, and perspectives from Charles Schwab Investment Management.

Behavioral finance

Amid ongoing social and economic uncertainty, this year’s survey - BeFi Barometer 2021 - reflects the benefits advisors are reporting by employing behavioral finance techniques to align clients’ emotions and help them achieve their long-term goals.
Chart in a Minute

Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.

Core products and solutions

We keep it simple by offering a focused lineup of core products and solutions for the foundation of a portfolio. Designed to be easily explained and understood, our products offer a smart, uncomplicated choice when constructing client portfolios.

Core products ans solutions

Leading the way for clients

We seek to operate our business through clients’ eyes. This mentality inspires our products and solutions, and helps create better experiences for investors and the financial professionals who support them.

Investment stewardship

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

Get to know our leadership

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

Jonathan de St. Paer

Jonathan de St. Paer

President, Chief Operating Officer of Schwab Asset Management
Omar Aguilar

Omar Aguilar, Ph.D.

Managing Director, Chief Investment Officer, Head of Investments
Brett Wander

Brett Wander, CFA

Managing Director, Chief Investment Officer, Fixed Income Strategies

Among the lowest costs 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’ve simplified our pricing structure and use our scale and efficiency to drive down costs.

Over 25 years’ experience in investment management

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

  • $345B

    in index mutual fund and ETF AUM

  • 3rd

    largest provider of index mutual funds

  • 5th

    largest provider of ETFs 1

  • 8th

    largest provider of money market funds 2