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

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.

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.

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.

Putting investors' needs first

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.

Insights and news

Read the latest news, insights, and perspectives. 

Press Releases

Schwab Asset Management launches Schwab International Dividend Equity ETF (SCHY)

Schwab Asset Management announced today that the Schwab International Dividend Equity ETF (SCHY) started trading on the NYSE Arca.
Press Releases

Charles Schwab Investment Management to launch Schwab International Dividend Equity ETF

Charles Schwab Investment Management, Inc. (CSIM) announced today the Schwab International Dividend Equity ETF (SCHY) is expected to begin trading on or around April 29, 2021.
Press Releases

Tenth Edition of Schwab’s ETF Investor Study

Schwab’s latest ETF Investor Study shows investors have a strong and growing appetite for ETFs. Nearly all ETF investors surveyed (94%) say they are likely to purchase ETFs in the next two years. Additionally, nearly half of non-ETF investors surveyed (45%) say they are likely to purchase ETFs in the next two years.

Get to know our leadership

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

Meet the team
Rick Wurster

Rick Wurster

Head of Schwab Asset Management Solutions, Chief Executive Officer
Learn more about Rick
Jonathan de St. Paer

Jonathan de St. Paer

President and Chief Operating Officer, Charles Schwab Investment Management, Inc., Senior Vice President and Chief Operating Officer, Charles Schwab Investment Advisory, Inc.
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:

  • $360B+

    in index mutual fund and ETF assets under management1

  • 3rd

    largest provider of index mutual funds2

  • 5th

    largest provider of ETFs2

  • 12th

    largest provider of money market funds2

Meet Our Team

Copy about learning more about the experience and expertise of the investment management team. 

Omar Aguilar

Omar Aguilar, Ph.D.

Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies
Learn more about Omar
Brett Wander

Brett Wander, CFA

Senior Vice President, Chief Investment Officer of Fixed Income Strategies
Learn more about Brett

Jake Gilliam

Head of Multi-Asset Solutions
Learn more about Jake