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MFWire: Schwab Funds, Laudus Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Schwab Asset Management
211 Main Street
San Francisco, CA  94105
Google Maps

Contact
Main Phone: 800-648-5300
Web Site: http://www.schwab.com

Mutual Fund Brand(s)
Schwab Funds, Laudus Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    In 1972 Charles Schwab bought out his partners in First Commander Corporation, a broker-dealer and investment newsletter publisher. He renamed the firm after himself in 1973 and adopted the "discount brokerage" business model following the 1974 deregulation of the securities industry.

    Schwab sold the brokerage to Bank of America in 1983, only to buy it back in 1987 and take it public later that year.

    Mutual Fund Distribution
    Schwab launched its Mutual Fund MarketPlace with 140 no-load funds in 1983. It expanded that service to offer round-the-clock mutual fund trades in 1986.

    It followed that innovation with the creation of the no-transaction fee (NTF) Mutual Fund OneSource in 1992. The NTF platform revolutionized mutual fund distribution by allowing fund investors to gather their assets under one roof while avoiding the commissions of traditional brokerage accounts.

    Schwab also instituted "shelf-space" payments for mutual fund firms taking part in the NTF platform. Today those payments range from 40 basis points on funds custodied on the platform.

    Proprietary Mutual Funds
    Schwab founded a family of index mutual funds in 1989 with the first fund opening in 1990. Through the next decade it studiously refrained from offering self-branded active funds to avoid competition with funds on OneSource.

    Schwab added active funds with the purchase of Axa Rosenberg funds in 2004. The combined funds are now branded as Laudus. The Laudus brand now consists of the Laudus Mondrian Funds, the Laudus MarketMasters Funds, and the Laudus U.S. Large Cap Growth Fund

    Schwab launched its proprietary line of ETFs in 2009. Those ETFs are offered with no commission to its brokerage clients.
    Schwab Asset Management logo

    Sponsored Opportunities



    Key People:
    Omar Aguilar Chavez
    CEO, Chief Investment Officer of Charles Schwab Investment Management, Inc. (CSIM) (dba Schwab Asset Management), Charles Schwab, Inc.
    Jon de St. Paer
    President, Chief Operating Officer of Charles Schwab Investment Management, Inc. (CSIM) (dba Schwab Asset Management, Charles Schwab
    Peter Crawford
    Executive VP/ CFO, Charles Schwab
    Bari Havlik
    Chief Compliance Officer, Charles Schwab Investment Management, Charles Schwab & Co., Inc.
    Koji Felton
    Senior Vice President, Chief Counsel, Corporate Secretary, Charles Schwab Investment Management, Charles Schwab & Company
    Jeffrey Mortimer
    Director of Investment Strategy - Wealth Management Division, BNY Mellon
    George Pereira
    Senior Vice President, Chief Financial Officer, Charles Schwab Investment Management, Charles Schwab
    Michael Haydel
    SVP, Brokerage and Specialized Products, Charles Schwab
    Catherine MacGregor
    Vice President, Chief Counsel, Laudus Trust and Laudus Institutional Trust, Charles Schwab
    Shanna Weber
    Managing Director of Strategy and Product Development, Charles Schwab Investment Management
    Story Archive for Schwab Asset Management
    Published On Story Headline Publication
    5/22/2024 Money Fund Outflows Fall By $80B MFWire.com
    5/20/2024 Passive Flows Plunge By $70B MFWire.com
    5/20/2024 Week In Preview, May 20 - May 27 MFWire.com
    5/15/2024 Despite a $13B Drop, Vanguard Fourpeats MFWire.com
    4/26/2024 Despite a $33B Drop, Fidelity Still Leads MFWire.com
    4/22/2024 Vanguard Regains the Lead With a $70B Q1 MFWire.com
    3/27/2024 Schwab Pulls Ahead With $10.4B MFWire.com
    3/20/2024 Vanguard Stays In Front, Despite an $8B Drop MFWire.com
    2/28/2024 Fidelity Repeats As These Inflows Rise By $44B MFWire.com
    2/27/2024 Active Outflows Shrink By 96 Percent, And ... MFWire.com
    2/22/2024 With a $15B Spike, Vanguard Regains the Lead MFWire.com
    1/30/2024 These Funds Made a $1.025T 2023 Comeback MFWire.com
    1/24/2024 SSGA Takes the 2023 Crown After a Massive December MFWire.com
    12/19/2023 Money Funds Bounce Back With $185B MFWire.com
    12/13/2023 SSGA Wins With a $15.684B Inflows Jump MFWire.com
    11/29/2023 $31.6B In Outflows Break a 12-Month Streak MFWire.com
    11/28/2023 Active Outflows Grow By $23.4B, But ... MFWire.com
    11/20/2023 Schwab Pulls Ahead With $1.71B MFWire.com
    10/31/2023 $1.126T In a Year MFWire.com
    10/26/2023 Vanguard and JPM Repeat Their Flows Victories MFWire.com
    10/23/2023 $62.622B and Counting MFWire.com
    10/23/2023 Week In Preview, October 23 - October 29 MFWire.com
    10/19/2023 19 Fund Firms Win Big In the Second City MFWire.com
    9/28/2023 These Inflows Jumped $94B In a Month MFWire.com
    9/27/2023 Active Outflows Climb 41 Percent In a Month, And ... MFWire.com
    9/26/2023 Five of the Most Trusted Fund Firms In 2023 MFWire.com
    9/20/2023 With $1.998B, Schwab Regains the Lead MFWire.com
    8/31/2023 15 of the Best Employers For Women Fundsters In 2023 MFWire.com
    8/24/2023 JPMAM Flows Jump $27B MFWire.com
    8/16/2023 Goldman Leads With $854MM MFWire.com
    7/28/2023 The $597B Half-Year MFWire.com
    7/26/2023 Neos Takes the Lead With $99MM Per Fund MFWire.com
    7/20/2023 Schwab Dominates As Large Firm Outflows Shrink By 89 Percent MFWire.com
    7/13/2023 An $870B-AUM Firm Adds Its 30th ETF MFWire.com
    6/29/2023 JPMAM Leads a $145B Rebound MFWire.com
    6/28/2023 JPMAM Takes the Active Inflows Lead With $5.5B MFWire.com
    6/21/2023 Bridge Builder's Inflows Triple As Large Firms' Outflows Rise MFWire.com
    5/24/2023 These Flows Fell By $354B In April MFWire.com
    5/16/2023 DFA Leads As Large Firms' Flows Improve By $20.6B MFWire.com
    5/4/2023 BondBloxx and DFA Win Big In Gotham MFWire.com
    4/28/2023 One Month, $362B In Inflows MFWire.com
    4/27/2023 Active Outflows Jump By $51B, But ... MFWire.com
    4/26/2023 Bridge Builder Wins With $302MM Per Fund MFWire.com
    4/20/2023 Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb MFWire.com
    4/11/2023 Equity Fund Outflows and Money Fund Inflows Fall By More Than Half MFWire.com
    3/31/2023 Long-Term Flows Drop $39B In a Week MFWire.com
    3/28/2023 Fidelity Repeats With $31B MFWire.com
    3/27/2023 Passive Inflows Drop $76B, and ... MFWire.com
    3/22/2023 31 of the Most Influential Female Fundsters In 2023 MFWire.com
    3/17/2023 Schwab Wins Again Despite a Flows Slowdown MFWire.com
    2/28/2023 Fidelity's Inflows Rise to $27B MFWire.com
    2/28/2023 15 of the Best Fund Firms to Work For In 2023 MFWire.com
    2/27/2023 JPMAM Threepeats With $6B MFWire.com
    2/16/2023 With $5.2B, Schwab Threepeats MFWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    1/30/2023 Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What? MFWire.com
    1/27/2023 The Average Fund Takes a $9MM Flows Hit MFWire.com
    1/27/2023 Nondomestic Equity ETFs Rake In a Record $6.7B MFWire.com
    1/19/2023 Schwab Dominates, Raking In $38B MFWire.com
    1/6/2023 $58B In Inflows In One Week MFWire.com
    12/28/2022 With $18B, a Fund Firm Repeats Its Money Fund Win MFWire.com
    12/27/2022 Passive Inflows Fall $40B As Active Outflows Rise 47-Fold MFWire.com
    12/22/2022 The Average Fund Suffers $1.2MM In Outflows MFWire.com
    12/16/2022 11 Months, $205B In Outflows MFWire.com
    11/28/2022 Goldman Leads With $22B MFWire.com
    11/22/2022 One Month, $102B In Net Outflows MFWire.com
    11/18/2022 SSGA Leads With $105MM Per Fund MFWire.com
    11/15/2022 Large Firms Dominate October Outflows MFWire.com
    11/7/2022 Invesco and 15 Other Firms Win Big In NYC MFWire.com
    10/26/2022 With $17B, Schwab Leads Again MFWire.com
    10/25/2022 Net Active Flows Worsen By $67B MFWire.com
    10/24/2022 $1.82MM Flowed Out of the Average Fund Last Month MFWire.com
    10/24/2022 Week In Preview, October 24 - October 30 MFWire.com
    10/18/2022 Nine Percent of Large Firms Net Inflows MFWire.com
    10/12/2022 A $610B-AUM Firm Debuts a 3-Bps Fund MFWire.com
    9/28/2022 Schwab Leads With $19.9B MFWire.com
    9/26/2022 Net Active Flows Improve By $26B MFWire.com
    9/19/2022 These Firms' Flows Improved By $26B In Two Months MFWire.com
    8/30/2022 The 7 Most Trusted Fund Firms of 2022 MFWire.com
    8/29/2022 17 of the Best Employers For Women Fundsters MFWire.com
    8/24/2022 Money Funds Rake In $29B MFWire.com
    8/22/2022 Active Outflows Surpass Passive Inflows By $13B MFWire.com
    8/15/2022 Schwab's Inflows Triple to $4.605B MFWire.com
    7/27/2022 Passive Inflows Fall By $42B; Active Outflows Fall By $19B MFWire.com
    7/25/2022 Week In Preview, July 25 - July 31 MFWire.com
    7/20/2022 Large Firms Account For All the Industry's 2022 Net Outflows MFWire.com
    7/12/2022 A 7-Year Schwab Vet Joins an Alts Shop MFWire.com
    6/23/2022 Passive Funds Bounce Back By $74B MFWire.com
    6/14/2022 Schwab Repeats As $2.226B Flows In MFWire.com
    5/26/2022 Bridge Builder Repeats Its Win MFWire.com
    5/24/2022 An 11-Year Fidelity Vet Returns 401kWire.com
    5/20/2022 Only One-Eighth of Large Firms Net Inflows MFWire.com
    5/6/2022 Equity Fund Outflows Fall 74 Percent MFWire.com
    4/18/2022 Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak MFWire.com
    3/22/2022 Inflows Fall $97B, Mostly Due to Active Funds MFWire.com
    3/15/2022 Schwab's Five-Month-Old Lead Widens MFWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/15/2022 Schwab Four-Peats As Large Firms' Marketshare Rises MFWire.com
    2/9/2022 The 16 Most Admired Fund Firms Are ... MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/27/2022 SSGA Leads As Passive Inflows Rise 60 percent MFWire.com
    1/19/2022 Schwab's Inflows Nearly Triple to $50B MFWire.com
    12/9/2021 23 Fund Firms Win Big MFWire.com
    11/9/2021 A $641B-AUM Firm and a $17B-AUM Firm Team Up MFWire.com
    11/4/2021 The Four Best Fund Firms For Women MFWire.com
    9/22/2021 The Six Most Trusted Fund Firms Are ... MFWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    2/18/2021 Lone Star Fundsters Address Winter Storm Uri MFWire.com
    2/17/2021 Despite a January Dip, Inflows Rise YOY MFWire.com
    1/25/2021 After Two Deals, a Fundster-Turned-Transition-Chief Exits MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    10/1/2020 Two Discount Brokerage Deals Near Their Finish Lines MFWire.com
    8/25/2020 Money Fund Outflows Fall 64 Percent MFWire.com
    4/23/2020 15 Percent of Money Funds' AUM Arrived Last Month MFWire.com
    4/9/2020 More Fundsters Contribute to COVID-19 Crisis Relief MFWire.com
    3/10/2020 The 33 Most Influential Women In the U.S. Fund Biz MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/27/2020 Schwab Bets On a $10.5B-AUM SMA Shop MFWire.com
    1/23/2020 JPMAM Keeps Its Lead MFWire.com
    1/23/2020 The 16 Most-Admired Fund Firms MFWire.com
    1/15/2020 The $183B Year MFWire.com
    1/13/2020 Fundsters Added $3.9T In AUM Last Year MFWire.com
    1/3/2020 Watch Larry and Walt This Year MFWire.com
    11/26/2019 Schwab Gobbles a Rival Supermarket. Now What, Fundsters? MFWire.com
    10/14/2019 BlackRock Retakes the Lead, But ... MFWire.com
    10/14/2019 Week In Preview, October 14-20 MFWire.com
    9/30/2019 Week In Preview, September 30 - October 6 MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/24/2019 Lord Abbett Takes the Active Lead MFWire.com
    9/23/2019 A Focused Fund Firm Wins In August MFWire.com
    9/19/2019 Crawford Confirms Schwab Layoff Rumors, But ... MFWire.com
    9/17/2019 Active and Passive Both Suffered Billions In August Outflows MFWire.com
    8/19/2019 Active Outflows Disappear As Passive Inflows Fall MFWire.com
    8/12/2019 One Fund Firm's Inflows Fall $38B In a Month MFWire.com
    7/22/2019 Pimco and BlackRock Win In June MFWire.com
    7/15/2019 The Three ETF Titans Crushed It In June MFWire.com
    6/13/2019 The Leviathan Recovers the Pole Position MFWire.com
    4/23/2019 A Midwestern Shop Leads the Active Pack MFWire.com
    4/15/2019 The Largest Firms Gobble 98 Percent of Flows MFWire.com
    3/29/2019 BlackRock and a Top BlackRock Alum Both Win Big MFWire.com
    3/19/2019 Bogles' Bunch Dominates Both Sides MFWire.com
    3/12/2019 Passive Inflows Drive February Growth MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    3/7/2019 2019's Richest Fundsters Are ... MFWire.com
    2/21/2019 Flows Rebound, and Vanguard Retakes the Lead MFWire.com
    2/15/2019 Less Is More, In the Eyes of a Retiring Fundster Chief MFWire.com
    2/1/2019 ETF Titans Lead an Award Race MFWire.com
    1/31/2019 Who Gained Market Share In 2018? MFWire.com
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