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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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Charles Schwab Investment 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. 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.
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Sponsored Opportunities
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Key People:
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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 |
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Story Archive for Charles Schwab Investment Management
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Published On
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Story Headline
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Active and Passive Both Suffered Billions In August Outflows
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3/9/2018
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3/5/2018
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2/28/2018
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12/21/2017
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10/20/2017
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10/13/2017
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10/6/2017
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10/2/2017
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Vanguard and BlackRock Eclipse the Competition, Again
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Ivy, Oakmark, and First Trust Had a Big May
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4/13/2017
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3/24/2017
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2/21/2017
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2/3/2017
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1/20/2017
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1/19/2017
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1/19/2017
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1/4/2017
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12/16/2016
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12/14/2016
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10/19/2016
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Aberdeen and OpFunds Win Big in Chicago
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10/11/2016
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The Down-Low on Schwab's Break Up With A Shares
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5/17/2016
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4/28/2016
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Schwab Drops A Shares, But How Much?
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3/24/2016
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Don't Launch Target Date Funds; Join Them
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3/23/2016
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2/11/2016
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Bettinger Shares His Breakfast Interview Trick
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1/28/2016
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Keep an Eye on AB, Guggenheim, and Janus
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1/20/2016
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iShares, SSgA, and WisdomTree Lead This Pack
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1/19/2016
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Which Fund Firm Won 2015?
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10/2/2015
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Nine of America's Richest People Are Fundsters
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9/25/2015
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More Than 2,000 Advisors Converge on Beantown
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9/1/2015
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Booth and Bettinger Are Both Looking East
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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3/10/2015
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Schwab Faces a Revived Index Fund Lawsuit
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2/26/2015
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Fundsters Take Three Spots On an Overpaid CEOs List
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11/21/2014
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The Ten Biggest Fund Shops Now Control 58 Percent of the Assets
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11/13/2014
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Bettinger Leaves Schwab's Heart In San Francisco
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12/30/2013
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12/4/2013
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SEC Gathers Intel on Proxy Advisors' Work With Fundsters
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12/2/2013
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Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie
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11/12/2013
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NYTimes Catches Smart-Beta Fever
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11/11/2013
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WSJ Smiles on Smart Beta
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10/17/2013
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Morningstar Hearts Three Dividend ETFs
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10/16/2013
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Schwab Expands Its Commission-Free ETF Line
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10/9/2013
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RIABiz Ponders Promise of Delayed Schwab Platform
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10/7/2013
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Schwab Extends Delay on an ETF Platform
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9/20/2013
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These Fundsters Are Among Finance's Top Women
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9/18/2013
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Fundsters Storm the House over Money Fund Reforms
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9/13/2013
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Institutional Investors Want to Snag Corporate Debt
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9/13/2013
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City Officials and Big Businesses Challenge the SEC's Money Fund Plan
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9/13/2013
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Fed Chiefs: Money Fund Reforms Must Go Farther
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9/12/2013
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Schwab Critiques SEC Money Fund Proposal
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8/21/2013
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IUniverse Writes Ode to the Six New Schwab ETFs
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