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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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6/30/2025
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$7T, 2,151 Funds, and Counting
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6/30/2025
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Eagle Soars Again, Thanks to a $150MM Month
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Passive Inflows Climb 67 Percent to $60B
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6/16/2025
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A 30Y Industry Vet Retires From Schwab
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6/12/2025
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Sturiale Reveals Fee Cuts On a $67B-AUM Quartet, And ...
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5/30/2025
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Monthly Outflows Jump By $41B
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Eagle Flies Ahead With $176MM Per Fund
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5/27/2025
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Vanguard Jumps $16B, Regaining the the Lead
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5/20/2025
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April Breaks Funds' 11-Month Inflows Streak
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5/8/2025
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In FAs' Eyes, 4 Fund Firms Dominate Thought Leadership
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5/2/2025
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The Low-Cost Leviathan Turns 50, And ...
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4/28/2025
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Money Funds Break an 8-Month Streak
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3/31/2025
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Fidelity Dominated In February With $24B
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2/28/2025
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MMF Flows Fall By $78B
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2/28/2025
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Vanguard Leads, But Passive Flows Drop By $79B
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1/31/2025
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Netting $44B, BlackRock Threepeats
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1/21/2025
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Week In Preview January 21 - 26
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1/13/2025
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Lafferty Preps a $1.3T-AUM AM's 2nd Active FI ETF
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12/27/2024
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Money Fund Flows Rebound By $53B, But ...
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12/18/2024
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30 of the Best Fund Firm Workplaces In 2024
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12/17/2024
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Aguilar, Le, and Two AMs Win Big In Vegas
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11/29/2024
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Goldman Pulls Ahead With $21B, But Industry Inflows Slow
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11/27/2024
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Passive Funds Add $93B As Active Outflows Double
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11/25/2024
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Inflows Jump to $82B, Despite an AUM Slip
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11/20/2024
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IMPACT 2024 Is Schwab's Changing of the Guard
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11/7/2024
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A $1.3T-AUM AM Preps an 11th FI ETF
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10/30/2024
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As Inflows Sextuple to $262B, Fido Leads
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10/29/2024
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JPMAM Fivepeats As Active Flows Improve By $18B, And ...
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10/22/2024
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Vanguard Threepeats, With a 63-Percent Inflows Boost
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10/8/2024
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Ten of the Richest U.S. Fundsters In 2024
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10/2/2024
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In 2025, an Ex-Chief of a $1.2T-AUM AM Will Take Over Its Parent
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9/27/2024
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Fido and BlackRock Lead an $83B Rebound
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9/26/2024
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Passive Flows Are Still Up 4X, Despite a $46B Drop
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9/25/2024
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Vanguard Wins, Despite a $3B Drop
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8/30/2024
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Fido Wins As Flows Improve By $30B
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8/29/2024
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24 of the Best Fund Firms For Disability Inclusion In 2024
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8/27/2024
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SSGA Pulls Ahead With $18B
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7/31/2024
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Schwab Enters the Active Fixed Income ETF Space
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7/29/2024
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Goldman Pulls Ahead With $25B
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7/24/2024
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BlackRock Won Two-Thirds of Passive Inflows Last Month
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7/18/2024
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Vanguard Repeats, Netting $30B
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6/28/2024
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Money Funds Make a $74B Turnaround
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6/26/2024
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Vanguard Wins Again Amid a $34B Reversal
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6/18/2024
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Schwab Plans a $24B-AUM Fund Merger
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5/22/2024
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Money Fund Outflows Fall By $80B
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5/20/2024
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Passive Flows Plunge By $70B
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5/20/2024
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Week In Preview, May 20 - May 27
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5/15/2024
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Despite a $13B Drop, Vanguard Fourpeats
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4/26/2024
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Despite a $33B Drop, Fidelity Still Leads
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4/22/2024
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Vanguard Regains the Lead With a $70B Q1
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3/27/2024
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Schwab Pulls Ahead With $10.4B
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3/20/2024
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Vanguard Stays In Front, Despite an $8B Drop
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2/28/2024
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Fidelity Repeats As These Inflows Rise By $44B
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2/27/2024
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Active Outflows Shrink By 96 Percent, And ...
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2/22/2024
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With a $15B Spike, Vanguard Regains the Lead
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1/30/2024
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These Funds Made a $1.025T 2023 Comeback
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1/24/2024
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SSGA Takes the 2023 Crown After a Massive December
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12/19/2023
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Money Funds Bounce Back With $185B
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12/13/2023
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SSGA Wins With a $15.684B Inflows Jump
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11/29/2023
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$31.6B In Outflows Break a 12-Month Streak
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11/28/2023
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Active Outflows Grow By $23.4B, But ...
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11/20/2023
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Schwab Pulls Ahead With $1.71B
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10/31/2023
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$1.126T In a Year
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10/26/2023
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Vanguard and JPM Repeat Their Flows Victories
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10/23/2023
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$62.622B and Counting
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10/23/2023
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Week In Preview, October 23 - October 29
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10/19/2023
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19 Fund Firms Win Big In the Second City
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9/28/2023
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These Inflows Jumped $94B In a Month
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9/27/2023
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Active Outflows Climb 41 Percent In a Month, And ...
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9/26/2023
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Five of the Most Trusted Fund Firms In 2023
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9/20/2023
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With $1.998B, Schwab Regains the Lead
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8/31/2023
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15 of the Best Employers For Women Fundsters In 2023
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8/24/2023
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JPMAM Flows Jump $27B
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8/16/2023
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Goldman Leads With $854MM
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7/28/2023
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The $597B Half-Year
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7/26/2023
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Neos Takes the Lead With $99MM Per Fund
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7/20/2023
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Schwab Dominates As Large Firm Outflows Shrink By 89 Percent
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7/13/2023
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An $870B-AUM Firm Adds Its 30th ETF
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6/29/2023
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JPMAM Leads a $145B Rebound
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6/28/2023
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JPMAM Takes the Active Inflows Lead With $5.5B
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6/21/2023
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Bridge Builder's Inflows Triple As Large Firms' Outflows Rise
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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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MFWire.com
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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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MFWire.com
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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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MFWire.com
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1/19/2023
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Schwab Dominates, Raking In $38B
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MFWire.com
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1/6/2023
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$58B In Inflows In One Week
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MFWire.com
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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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MFWire.com
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11/18/2022
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SSGA Leads With $105MM Per Fund
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MFWire.com
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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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MFWire.com
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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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MFWire.com
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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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401kWire.com
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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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MFWire.com
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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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MFWire.com
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1/27/2022
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SSGA Leads As Passive Inflows Rise 60 percent
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MFWire.com
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1/19/2022
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Schwab's Inflows Nearly Triple to $50B
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MFWire.com
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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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MFWire.com
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9/22/2021
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The Six Most Trusted Fund Firms Are ...
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MFWire.com
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