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MFWire: Schwab Funds, Laudus Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Schwab Asset Management
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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
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Background:
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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.
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Sponsored Opportunities
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Key People:
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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 |
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Story Archive for Schwab Asset Management
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Published On
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Story Headline
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Publication |
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5/24/2023
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These Flows Fell By $354B In April
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5/16/2023
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DFA Leads As Large Firms' Flows Improve By $20.6B
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5/4/2023
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BondBloxx and DFA Win Big In Gotham
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4/28/2023
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One Month, $362B In Inflows
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4/27/2023
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Active Outflows Jump By $51B, But ...
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4/26/2023
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Bridge Builder Wins With $302MM Per Fund
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4/20/2023
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Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb
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4/11/2023
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Equity Fund Outflows and Money Fund Inflows Fall By More Than Half
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3/31/2023
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Long-Term Flows Drop $39B In a Week
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3/28/2023
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Fidelity Repeats With $31B
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3/27/2023
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Passive Inflows Drop $76B, and ...
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3/22/2023
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31 of the Most Influential Female Fundsters In 2023
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3/17/2023
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Schwab Wins Again Despite a Flows Slowdown
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2/28/2023
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Fidelity's Inflows Rise to $27B
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2/28/2023
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15 of the Best Fund Firms to Work For In 2023
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2/27/2023
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JPMAM Threepeats With $6B
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2/16/2023
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With $5.2B, Schwab Threepeats
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1/31/2023
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A $151B Quarter Almost Reverses a Rough Year
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1/30/2023
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Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What?
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1/27/2023
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The Average Fund Takes a $9MM Flows Hit
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1/27/2023
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Nondomestic Equity ETFs Rake In a Record $6.7B
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1/19/2023
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Schwab Dominates, Raking In $38B
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1/6/2023
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$58B In Inflows In One Week
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12/28/2022
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With $18B, a Fund Firm Repeats Its Money Fund Win
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12/27/2022
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Passive Inflows Fall $40B As Active Outflows Rise 47-Fold
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12/22/2022
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The Average Fund Suffers $1.2MM In Outflows
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12/16/2022
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11 Months, $205B In Outflows
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11/28/2022
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Goldman Leads With $22B
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11/22/2022
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One Month, $102B In Net Outflows
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11/18/2022
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SSGA Leads With $105MM Per Fund
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11/15/2022
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Large Firms Dominate October Outflows
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11/7/2022
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Invesco and 15 Other Firms Win Big In NYC
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10/26/2022
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With $17B, Schwab Leads Again
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10/25/2022
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Net Active Flows Worsen By $67B
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10/24/2022
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$1.82MM Flowed Out of the Average Fund Last Month
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10/24/2022
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Week In Preview, October 24 - October 30
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10/18/2022
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Nine Percent of Large Firms Net Inflows
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10/12/2022
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A $610B-AUM Firm Debuts a 3-Bps Fund
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9/28/2022
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Schwab Leads With $19.9B
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9/26/2022
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Net Active Flows Improve By $26B
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9/19/2022
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These Firms' Flows Improved By $26B In Two Months
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8/30/2022
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The 7 Most Trusted Fund Firms of 2022
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8/29/2022
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17 of the Best Employers For Women Fundsters
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8/24/2022
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Money Funds Rake In $29B
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8/22/2022
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Active Outflows Surpass Passive Inflows By $13B
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8/15/2022
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Schwab's Inflows Triple to $4.605B
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7/27/2022
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Passive Inflows Fall By $42B; Active Outflows Fall By $19B
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7/25/2022
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Week In Preview, July 25 - July 31
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7/20/2022
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Large Firms Account For All the Industry's 2022 Net Outflows
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7/12/2022
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A 7-Year Schwab Vet Joins an Alts Shop
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6/23/2022
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Passive Funds Bounce Back By $74B
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6/14/2022
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Schwab Repeats As $2.226B Flows In
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5/26/2022
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Bridge Builder Repeats Its Win
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5/24/2022
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An 11-Year Fidelity Vet Returns
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5/20/2022
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Only One-Eighth of Large Firms Net Inflows
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5/6/2022
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Equity Fund Outflows Fall 74 Percent
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4/18/2022
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Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak
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3/22/2022
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Inflows Fall $97B, Mostly Due to Active Funds
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3/15/2022
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Schwab's Five-Month-Old Lead Widens
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2/25/2022
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Passive Inflows Plunge By $74B, And ...
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2/15/2022
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Schwab Four-Peats As Large Firms' Marketshare Rises
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2/9/2022
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The 16 Most Admired Fund Firms Are ...
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2/8/2022
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The 41 Best Fund Firms For LGBTQ+ Workers
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1/27/2022
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SSGA Leads As Passive Inflows Rise 60 percent
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1/19/2022
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Schwab's Inflows Nearly Triple to $50B
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12/9/2021
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23 Fund Firms Win Big
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11/9/2021
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A $641B-AUM Firm and a $17B-AUM Firm Team Up
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11/4/2021
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The Four Best Fund Firms For Women
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9/22/2021
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The Six Most Trusted Fund Firms Are ...
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8/27/2021
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Active Inflows Fall 40 Percent, and Passive Falls, Too, But ...
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4/19/2021
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Passive Inflows Rise 25 Percent, But ...
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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2/18/2021
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Lone Star Fundsters Address Winter Storm Uri
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2/17/2021
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Despite a January Dip, Inflows Rise YOY
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1/25/2021
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After Two Deals, a Fundster-Turned-Transition-Chief Exits
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1/19/2021
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2020 Inflows Fell, But Giants' Dominance Grew
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10/1/2020
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Two Discount Brokerage Deals Near Their Finish Lines
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8/25/2020
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Money Fund Outflows Fall 64 Percent
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4/23/2020
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15 Percent of Money Funds' AUM Arrived Last Month
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4/9/2020
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More Fundsters Contribute to COVID-19 Crisis Relief
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3/10/2020
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The 33 Most Influential Women In the U.S. Fund Biz
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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2/27/2020
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Schwab Bets On a $10.5B-AUM SMA Shop
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1/23/2020
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JPMAM Keeps Its Lead
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1/23/2020
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The 16 Most-Admired Fund Firms
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1/15/2020
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The $183B Year
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1/13/2020
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Fundsters Added $3.9T In AUM Last Year
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1/3/2020
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Watch Larry and Walt This Year
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11/26/2019
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Schwab Gobbles a Rival Supermarket. Now What, Fundsters?
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10/14/2019
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BlackRock Retakes the Lead, But ...
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10/14/2019
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Week In Preview, October 14-20
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9/30/2019
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Week In Preview, September 30 - October 6
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9/26/2019
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Matthews, 361, and JPMAM Win Big In Chi-Town
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9/24/2019
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Lord Abbett Takes the Active Lead
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9/23/2019
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A Focused Fund Firm Wins In August
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9/19/2019
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Crawford Confirms Schwab Layoff Rumors, But ...
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9/17/2019
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Active and Passive Both Suffered Billions In August Outflows
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8/19/2019
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Active Outflows Disappear As Passive Inflows Fall
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8/12/2019
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One Fund Firm's Inflows Fall $38B In a Month
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7/22/2019
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Pimco and BlackRock Win In June
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7/15/2019
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The Three ETF Titans Crushed It In June
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6/13/2019
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The Leviathan Recovers the Pole Position
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4/23/2019
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A Midwestern Shop Leads the Active Pack
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4/15/2019
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The Largest Firms Gobble 98 Percent of Flows
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3/29/2019
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BlackRock and a Top BlackRock Alum Both Win Big
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3/19/2019
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Bogles' Bunch Dominates Both Sides
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3/12/2019
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Passive Inflows Drive February Growth
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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3/7/2019
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2019's Richest Fundsters Are ...
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2/21/2019
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Flows Rebound, and Vanguard Retakes the Lead
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2/15/2019
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Less Is More, In the Eyes of a Retiring Fundster Chief
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2/1/2019
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ETF Titans Lead an Award Race
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1/31/2019
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Who Gained Market Share In 2018?
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1/28/2019
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Active Outflows Dwarf Passive Inflows
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1/18/2019
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Only Five Behemoths Netted December Inflows
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1/17/2019
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Only Two Firms Added More Than $10B In 2018
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12/24/2018
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Passive Inflows and Active Outflows Rise
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12/17/2018
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BlackRock Catapults Back to the Lead
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12/11/2018
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Four Fund Firms Are Repeatedly Among the Best Workplaces
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11/27/2018
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Vanguard Simultaneously Won and Lost Last Month
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11/19/2018
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Two-Thirds of the Giants Suffer Outflows
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10/17/2018
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New Lens: Active vs Passive Winners
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10/10/2018
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SSgA Rebounds, and Vanguard's Flows Double
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10/10/2018
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Aberdeen Standard's STAR Shines In Chi-Town
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10/3/2018
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Chandoha Prepares to Pass the Reins
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9/25/2018
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The Five Most Powerful Women In Asset Management
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9/14/2018
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GSAM Roars, and BlackRock Retakes the Lead
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8/7/2018
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Richard Bernstein Takes the Lead Proportionately
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7/16/2018
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Vanguard Retakes the Lead as Flows Plunge
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6/29/2018
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There's a New Reigning Champ Among Fund Firms
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6/11/2018
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Week In Preview, June 11-17
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5/30/2018
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BlackRock Beat Vanguard Last Month
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5/23/2018
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ICI's Diamond GMM, Day Two
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5/21/2018
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Week In Preview, May 21-28
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4/27/2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
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4/23/2018
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Week In Preview, April 23-29
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4/20/2018
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UBS Led This Pack As Vanguard Retook Another Crown
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4/16/2018
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Week In Preview, April 16-22
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3/27/2018
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Even Vanguard and BlackRock Took a Flows Hit
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3/12/2018
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Week In Preview, March 12-18
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3/9/2018
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2018's Richest Fundsters Are ...
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3/5/2018
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Week In Preview, March 5-11
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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2/26/2018
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Despite a Shift, Passive Titans Still Dominated January Flows
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1/25/2018
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Two Fund Firms, One $555B Year
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1/25/2018
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SSgA Had a Great December
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12/21/2017
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Even Vanguard and BlackRock Slowed Down a Bit
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11/27/2017
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Guggenheim Rocks October as Two Titans Keep Gobbling
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11/6/2017
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Week In Preview, November 6-12
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10/20/2017
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The Vanguard-BlackRock Show Continued In September
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