About

ABOUT US

• Learn how we advocate for investors and the professionals who serve them >

LOW-COST INDEX PHILOSOPHY

• See why we strive to keep our index product expenses among the lowest in the industry >

FORM CRS

• Form CRS highlights certain aspects of the nature of our investment advisory relationship with you >

INVESTMENT STEWARDSHIP

• Learn about the measured approach we take to promote long-term shareholder value >

OUR TEAM

• Learn more about our experienced and dedicated team of professionals >

Products

PRODUCTS

• Learn about our straightforward lineup of core products and solutions >

PRODUCT FINDER

• Get details on our investment products >

PRODUCT TYPES

• ETFs
• Mutual funds
• Collective investment trusts
• Separately managed accounts

PRODUCT STRATEGIES

• Index
• Direct indexing
• Strategic beta
• Active
• Fixed income
• Multi-asset
• Money market funds

SCHWAB 1000 INDEX®

• Learn about the Schwab proprietary index launched in 1991 >

MONEY FUND YIELDS

• View the latest money fund yields >

PROSPECTUS & REPORTS

• Find prospectuses and reports for our funds >

DATA SOURCES & DEFINITIONS

• See data point definitions, index glossary, and data sources >

Insights & News

INSIGHTS & NEWS

• Catch up on our thought leadership, research, and commentary >

PRESS RELEASES

• Keep up to date on Charles Schwab Investment Management >

SPECIAL SECTIONS

• Market commentary
• Leadership insights
• Investment insights
• Financial planning
• Chart in a Minute
• Behavioral finance
• ETF Essentials
• Schwab Market Talk Replays
• Russian sanctions

INSIGHTS BY TOPIC

• Direct indexing
• ETFs
• Collective investment trusts
• Money market funds
• Index
• Strategic beta
• Active
• Multi-asset

Resources & Tools

RESOURCES & TOOLS

• Look to us for education, tools, and information to help develop better outcomes for you and your clients >

DISTRIBUTIONS & TAX RESOURCES

• View end-of-year capital gains distributions and tax information >

DOCUMENTS

• Go to our library of useful documents that can help you learn about various products >

EDUCATIONAL RESOURCES

• Behavioral finance
• ETF education
• Portfolio construction
• Client referrals
• Effective meetings
• Women and investing
• Liquidity management

FINANCIAL TOOLS

• Fee impact simulator
• Fund explorer

Contact Us