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MFWire: Schwab Funds, Laudus Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Charles Schwab Investment 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. The firm now offers 21 such products.

    On December 1, 2010, Schwab appointed Marie Chandoha president and CEO of Charles Schwab Investment Management, replacing Randy Merk.

    As of December 31, 2013, CSIM had $239 billion in AUM and offered more than 50 mutual funds.
    Charles Schwab Investment Management logo

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    Key People:
    Marie Chandoha
    President and CEO, Charles Schwab Investment Management
    Peter Crawford
    SVP for Investment Management Services,
    Bari Havlik
    Chief Compliance Officer, Charles Schwab Investment Management, Charles Schwab & Co., Inc.
    George Pereira
    Senior Vice President, Chief Financial Officer, Charles Schwab Investment Management, Charles Schwab
    Michael Haydel
    Vice President, Asset Management Client Services, 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
    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
    Story Archive for Charles Schwab Investment Management
    Published On Story Headline Publication
    2/21/2017 TIAA and Passive Players Won January MFWire.com
    2/3/2017 Filings for Fundsters - February 3, 2017 MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    1/19/2017 Vanguard, BlackRock, and SSgA Won 2016 MFWire.com
    1/19/2017 71 Percent of Big Fund Firms Suffered in December MFWire.com
    1/4/2017 Bettinger Says Asset Management Commoditization Is Here MFWire.com
    12/16/2016 Filings for Fundsters - December 16, 2016 MFWire.com
    12/14/2016 2016's Fastest Growing ETF Shop Is ... MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    10/11/2016 Filings for Fundsters - October 11, 2016 MFWire.com
    9/16/2016 Big ETF Shops and Lord Abbett Shined in August MFWire.com
    8/29/2016 The New Fund Fuss - August 29, 2016 MFWire.com
    8/26/2016 Chandoha Launches Schwab's 4th Line of TDFs 401kWire.com
    5/18/2016 The Down-Low on Schwab's Break Up With A Shares MFWire.com
    5/17/2016 ICI GMM 2016 Is About to Begin MFWire.com
    4/28/2016 Schwab Drops A Shares, But How Much? MFWire.com
    3/24/2016 Don't Launch Target Date Funds; Join Them MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    2/11/2016 Bettinger Shares His Breakfast Interview Trick MFWire.com
    1/28/2016 Keep an Eye on AB, Guggenheim, and Janus MFWire.com
    1/20/2016 iShares, SSgA, and WisdomTree Lead This Pack MFWire.com
    1/19/2016 Which Fund Firm Won 2015? MFWire.com
    10/2/2015 Nine of America's Richest People Are Fundsters MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    9/1/2015 After F-Squared's Fall, Which ETF Strategists Are Flying High? MFWire.com
    8/7/2015 Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You MFWire.com
    6/4/2015 Booth and Bettinger Are Both Looking East MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/10/2015 Schwab Faces a Revived Index Fund Lawsuit MFWire.com
    2/26/2015 Fundsters Take Three Spots On an Overpaid CEOs List MFWire.com
    11/21/2014 The Ten Biggest Fund Shops Now Control 58 Percent of the Assets MFWire.com
    11/13/2014 Bettinger Leaves Schwab's Heart In San Francisco MFWire.com
    12/30/2013 The 13 Fund Firms that Got the Most Ink in 2013 MFWire.com
    12/4/2013 SEC Gathers Intel on Proxy Advisors' Work With Fundsters MFWire.com
    12/2/2013 Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie MFWire.com
    11/12/2013 NYTimes Catches Smart-Beta Fever MFWire.com
    11/11/2013 WSJ Smiles on Smart Beta MFWire.com
    10/17/2013 Morningstar Hearts Three Dividend ETFs MFWire.com
    10/16/2013 Schwab Expands Its Commission-Free ETF Line MFWire.com
    10/9/2013 RIABiz Ponders Promise of Delayed Schwab Platform MFWire.com
    10/7/2013 Schwab Extends Delay on an ETF Platform MFWire.com
    9/20/2013 These Fundsters Are Among Finance's Top Women MFWire.com
    9/18/2013 Fundsters Storm the House over Money Fund Reforms MFWire.com
    9/13/2013 Institutional Investors Want to Snag Corporate Debt MFWire.com
    9/13/2013 City Officials and Big Businesses Challenge the SEC's Money Fund Plan MFWire.com
    9/13/2013 Fed Chiefs: Money Fund Reforms Must Go Farther MFWire.com
    9/12/2013 Schwab Critiques SEC Money Fund Proposal MFWire.com
    8/21/2013 IUniverse Writes Ode to the Six New Schwab ETFs MFWire.com
    8/21/2013 Schwab's Rebalancing Platform Is Fully Integrated MFWire.com
    8/14/2013 Fund Firms Mostly on Board With Floating NAV MFWire.com
    8/14/2013 BlackRock, Schwab Take a Page from DFA MFWire.com
    8/13/2013 ETF Roundup: Jaffe Calls Schwab ETFs "Mousetraps" MFWire.com
    8/9/2013 Schwab Reprices an Index Fund MFWire.com
    8/9/2013 ETF Roundup: Rick Ferri Isn't a Fan of SEC Ruling MFWire.com
    8/8/2013 Schwab Makes an Active Equity ETF Play, Times Six MFWire.com
    8/6/2013 ETF Roundup: $30 Billion Flowed Out of Gold MFWire.com
    7/11/2013 Portfolio of 3 Simple ETFs Effective As 3 MFs MFWire.com
    6/19/2013 Savage Explains Schwab's Fundamental ETF Gambit MFWire.com
    6/18/2013 Bloomberg Loves When Schwab and Vanguard Face Off MFWire.com
    6/14/2013 A PM Leaves a Charles Schwab Fund MFWire.com
    6/5/2013 Cash Fund Reform is "More Likely If Far From a Sure Bet" MFWire.com
    5/2/2013 Alan Reid Quips That Indexing is "Un-American" MFWire.com
    5/1/2013 The Next Gig for the Week of May 1, 2013 MFWire.com
    4/26/2013 Three Things to Know from Schwab's Earnings MFWire.com
    4/25/2013 Hackers Are Still Attacking Charles Schwab MFWire.com
    3/22/2013 Stork and Reaper for the Week of March 22, 2013 MFWire.com
    3/20/2013 Jaffe Cheers on the ETF Wars MFWire.com
    3/18/2013 WSJ Highlights Mutual Funds for Cautious Investors MFWire.com
    3/6/2013 The Richest Fundsters in the Game MFWire.com
    3/6/2013 Bettinger on Market Timing: Don't Do It! MFWire.com
    3/5/2013 Kiplinger Names 100 Best Funds for 401ks MFWire.com
    2/21/2013 Schwab ETFs Reach $10B and Counting MFWire.com
    1/25/2013 Stork and Reaper for the Week of January 22, 2013 MFWire.com
    1/22/2013 Schwab Has a Product Exec Opening MFWire.com
    1/18/2013 A Brief History of ETF Fees MFWire.com
    1/17/2013 Schwab Ups Ante in Money Fund Debate MFWire.com
    1/11/2013 Forbes Details the ETF Landscape MFWire.com
    12/18/2012 Schwab Is Looking for a Market Commentator MFWire.com
    12/12/2012 Will Commission-Free ETFs Change the Game? MFWire.com
    12/7/2012 Schwab Searches for a Fund Performance Expert MFWire.com
    12/3/2012 The Money Fund Famine Spurs a Short-Term Bond ETF Feast MFWire.com
    11/23/2012 Bettinger Offers His Two Cents on Money Funds MFWire.com
    11/20/2012 Schwab's Sturiale Talks on ETF Strategy MFWire.com
    11/16/2012 Schwab Impact 2012 Ends...With Alan Alda MFWire.com
    11/15/2012 Chuck Schwab Fears Neither Taxes Nor Recessions MFWire.com
    11/14/2012 Schwab Launches an ETF Education Website MFWire.com
    11/9/2012 Schwab Hunts for a Product Manager MFWire.com
    11/9/2012 More ETFs Close Even As the Space Booms MFWire.com
    10/23/2012 WSJ Ponders the Future of ETFs MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    10/16/2012 ETFs Are Stealing Mutual Funds' Lunch MFWire.com
    10/15/2012 Schwab Buys a $2.3B Asset Manager MFWire.com
    10/9/2012 Four Fund Shops Get Name Checked in Reuters Fee War Coverage MFWire.com
    10/8/2012 Jaffe Details an Investor Battle Plan For the ETF Fee War MFWire.com
    10/4/2012 Schwab Study Says Investors Think ETFs Are for Real MFWire.com
    10/2/2012 M* Wounds and M* Heals MFWire.com
    10/1/2012 Vanguard Waves a Red Flag as Fido and Schwab Charge MFWire.com
    10/1/2012 ETF Fee Cuts Keep Reporters Rapt MFWire.com
    9/28/2012 Stork and Reaper for September 28, 2012 MFWire.com
    9/28/2012 What Schwab's ETF Cuts Really Mean MFWire.com
    9/26/2012 Walt's Fee Cut Puts Schwab's Rivals in a Pickle MFWire.com
    9/24/2012 What Are the Bigger Effects of Schwab's ETF Fee Cuts? MFWire.com
    9/21/2012 Walt Talks ETF Fees MFWire.com
    8/14/2012 Fed Says Mutual Funds Needed Support MFWire.com
    8/13/2012 Schwab Adds to Its List of Top Fund Picks MFWire.com
    8/9/2012 Stork and Reaper for August 9, 2012 MFWire.com
    8/6/2012 Stork and Reaper for August 6, 2012 MFWire.com
    7/26/2012 S&P Capital IQ Examines Worthwhile New ETFs MFWire.com
    7/26/2012 Fund Giants Probe Extent of Libor Damage to Clients MFWire.com
    7/19/2012 Schwab Brings In Guggenheim ETF SVP MFWire.com
    7/17/2012 SEC Settlement Costs Daifotis MFWire.com
    7/11/2012 Schwab Pairs with Mondrian ... Again MFWire.com
    6/26/2012 Kinnel Spotlights Funds from Four Institutional Heavyweights MFWire.com
    6/4/2012 Invesco and Schwab Execs Fight the SEC on Money Funds MFWire.com
    5/10/2012 Regulators, Not Competitors, are Keeping Fundsters Up at Night MFWire.com
    4/20/2012 Is Schwab the New Vanguard? MFWire.com
    4/17/2012 Schwab Waives $163MM in Money Fund Fees MFWire.com
    2/9/2012 Schwab and Federated Take a Money Fund Hit MFWire.com
    1/11/2012 Et Tu Schwab? New 401k Shuts Out Active Funds MFWire.com
    12/27/2011 Jaffe Rehashes Mutual Fund Implosions MFWire.com
    12/19/2011 Bruce Berkowitz and Bill Miller Find Coal in Their Stockings MFWire.com
    11/30/2011 U.S. News Names the Best ETFs MFWire.com
    11/21/2011 The SEC Suspends a Former Schwabbie Over the YieldPlus Case MFWire.com
    11/9/2011 MarketWatch Compares Dividend ETFs MFWire.com
    11/7/2011 UPDATED: Schwab Impact 2011 in Pictures MFWire.com
    10/27/2011 Schwab Plots a Bank-Sweep-Switch MFWire.com
    8/16/2011 Investors Find T. Rowe's Call Center the Most Satisfying MFWire.com
    8/9/2011 Morningstar Downgrades Schwab's and DWS' Target-Date Ratings MFWire.com
    7/14/2011 Schwab Rolls Out its 14th ETF MFWire.com
    7/12/2011 Schwab Makes a Pair of Senior-Level Hires MFWire.com
    6/24/2011 Schwab Puts YieldPlus Down MFWire.com
    5/5/2011 Three Fund Giants Want Money Market NAV Buffers MFWire.com
    3/30/2011 Fido Execs 'Never Expected' Fallout from the Marlborough Move MFWire.com
    3/10/2011 Is Your ETF on Schwab's List? MFWire.com
    2/14/2011 Fund Executives Ponder the Next Transformational Product MFWire.com
    2/11/2011 Schwab is Cooking Up All-ETF and All-Index Fund 401k Programs MFWire.com
    2/4/2011 Schwab's Money Market Fee Waivers Will Rise Again MFWire.com
    1/20/2011 Schwab Expands its ETF Lineup to 13 MFWire.com
    1/19/2011 Schwab Shelled Out $433M on Money Fund Fee Waivers in '10 MFWire.com
    1/11/2011 A Schwab EVP is Among Those Charged by the SEC in Bond Fund Case MFWire.com
    1/5/2011 Are ETF Fees Headed For Zero? MFWire.com
    12/27/2010 Chuck Schwab is Recuperating from Heart Surgery MFWire.com
    12/20/2010 Jaffe Sends Holiday Jeers to Schwab, Vanguard and the SEC MFWire.com
    12/15/2010 Three Adult Children Attack Schwab MFWire.com
    12/6/2010 iShares vs. the Rest of the ETF World MFWire.com
    12/1/2010 Schwab Has a New Mutual Fund Chief MFWire.com
    12/1/2010 WSJ Singles Out Schwab, Fidelity, Legg Mason Money Funds for Euro Exposure MFWire.com
    11/24/2010 7. Walt Bettinger MFWire.com
    11/18/2010 What's Next in the Schwab YieldPlus Saga? MFWire.com
    11/9/2010 Schwab Trumpets a Milestone MFWire.com
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