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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

    Sponsored Opportunities
    Key People:
    Jon de St. Paer
    President, CEO, Charles Schwab Investment Management (CSIM)
    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 Charles Schwab Investment Management
    Published On Story Headline Publication
    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
    1/28/2019 Active Outflows Dwarf Passive Inflows MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    1/17/2019 Only Two Firms Added More Than $10B In 2018 MFWire.com
    12/24/2018 Passive Inflows and Active Outflows Rise MFWire.com
    12/17/2018 BlackRock Catapults Back to the Lead MFWire.com
    12/11/2018 Four Fund Firms Are Repeatedly Among the Best Workplaces MFWire.com
    11/27/2018 Vanguard Simultaneously Won and Lost Last Month MFWire.com
    11/19/2018 Two-Thirds of the Giants Suffer Outflows MFWire.com
    10/17/2018 New Lens: Active vs Passive Winners MFWire.com
    10/10/2018 SSgA Rebounds, and Vanguard's Flows Double MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    10/3/2018 Chandoha Prepares to Pass the Reins MFWire.com
    9/25/2018 The Five Most Powerful Women In Asset Management MFWire.com
    9/14/2018 GSAM Roars, and BlackRock Retakes the Lead MFWire.com
    8/7/2018 Richard Bernstein Takes the Lead Proportionately MFWire.com
    7/16/2018 Vanguard Retakes the Lead as Flows Plunge MFWire.com
    6/29/2018 There's a New Reigning Champ Among Fund Firms MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    5/30/2018 BlackRock Beat Vanguard Last Month MFWire.com
    5/23/2018 ICI's Diamond GMM, Day Two MFWire.com
    5/21/2018 Week In Preview, May 21-28 MFWire.com
    4/27/2018 As Long-Term Flows Rebound, Vanguard Keeps the Lead MFWire.com
    4/23/2018 Week In Preview, April 23-29 401kWire.com
    4/20/2018 UBS Led This Pack As Vanguard Retook Another Crown MFWire.com
    4/16/2018 Week In Preview, April 16-22 MFWire.com
    3/27/2018 Even Vanguard and BlackRock Took a Flows Hit MFWire.com
    3/12/2018 Week In Preview, March 12-18 MFWire.com
    3/9/2018 2018's Richest Fundsters Are ... MFWire.com
    3/5/2018 Week In Preview, March 5-11 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/26/2018 Despite a Shift, Passive Titans Still Dominated January Flows MFWire.com
    1/25/2018 Two Fund Firms, One $555B Year MFWire.com
    1/25/2018 SSgA Had a Great December MFWire.com
    12/21/2017 Even Vanguard and BlackRock Slowed Down a Bit MFWire.com
    11/27/2017 Guggenheim Rocks October as Two Titans Keep Gobbling MFWire.com
    11/6/2017 Week In Preview, November 6-12 MFWire.com
    10/20/2017 The Vanguard-BlackRock Show Continued In September MFWire.com
    10/13/2017 New Fund Fuss - October 13, 2017 MFWire.com
    10/6/2017 How Does Invesco-Guggenheim Change the ETF Landscape? MFWire.com
    10/2/2017 Filings For Fundsters - October 2, 2017 MFWire.com
    9/26/2017 Only One Active Shop Passed $1B in Inflows in August MFWire.com
    9/26/2017 Five Powerful Female Fundsters MFWire.com
    8/21/2017 Vanguard and BlackRock Eclipse the Competition, Again MFWire.com
    7/25/2017 Follow the Fundsters - July 18, 2017 MFWire.com
    7/13/2017 New Fund Fuss - July 13, 2017 MFWire.com
    7/6/2017 Ivy, Oakmark, and First Trust Had a Big May MFWire.com
    6/9/2017 Filings for Fundsters - June 9, 2017 MFWire.com
    6/5/2017 Week In Preview, June 5-11 MFWire.com
    5/26/2017 Filings for Fundsters - May 26, 2017 MFWire.com
    5/22/2017 Week In Preview, May 22-28 MFWire.com
    5/17/2017 Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard MFWire.com
    5/16/2017 These Fund Firms and B-Ds Are Seen as Great Employers MFWire.com
    5/15/2017 Week In Preview, May 15-21 MFWire.com
    5/5/2017 Betterment's Co-Founder Talks to Fundsters MFWire.com
    4/28/2017 M* Shares High Hopes For These Nine Managers MFWire.com
    4/21/2017 The New Fund Fuss - April 21, 2017 MFWire.com
    4/13/2017 The New Fund Fuss - April 13, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/21/2017 The Richest Fundsters, 2017 Edition MFWire.com
    3/17/2017 13 Fund Firms Had a $1B February MFWire.com
    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
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