Charles Schwab Investment Management Inc.
Charles Schwab Investment Management, Inc. (CSIM) is a major asset management subsidiary of The Charles Schwab Corporation, headquartered in Westlake, TX. CSIM provides investment management and advisory services, specializing in offering mutual funds and ETFs to individual investors, registered investment advisors (RIAs), employers, and institutions. The Charles Schwab Corporation was founded in 1971, and as of June 2025, the entire firm employs approximately 32,600 people. CSIM is recognized as one of the largest asset managers in the U.S., serving independent advisors, individual investors, and employer-sponsored plans.
Investment Strategy
Charles Schwab Investment Management employs a diversified, client-centric investment strategy emphasizing broad access to mutual funds and exchange-traded funds (ETFs), portfolio solutions, and quantitative and fundamental research. The firm’s approach is guided by a commitment to transparency, low costs, and stewardship, aiming to help investors of all kinds — individuals, advisors, and institutions — achieve a wide array of investment goals. As a leading asset manager, CSIM delivers investment solutions tailored for risk management, long-term capital appreciation, and income generation, supporting both retirement and non-retirement objectives. Their philosophy focuses on prudent asset allocation, cost-effectiveness, and continuous innovation driven by client needs.
Top Holdings
Equity Positions (3,441)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.37% | $25.25B | 50,768,204 | $142.68 | $497.41 | +$6.80B |
N NVDA | NVIDIA CORPORATION | 4.25% | $24.59B | 155,668,775 | $22.44 | $157.99 | +$8.22B |
A AAPL | APPLE INC | 3.55% | $20.55B | 100,179,593 | $64.29 | $205.17 | -$1.11B |
A AMZN | AMAZON COM INC | 2.35% | $13.58B | 61,911,985 | $87.24 | $219.39 | +$2.15B |
M META | META PLATFORMS INC | 1.85% | $10.69B | 14,489,621 | $173.06 | $738.09 | +$2.52B |