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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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Publication |
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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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JPMAM Keeps Its Lead
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Fundsters Added $3.9T In AUM Last Year
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1/3/2020
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9/24/2019
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Crawford Confirms Schwab Layoff Rumors, But ...
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Active and Passive Both Suffered Billions In August Outflows
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Active Outflows Disappear As Passive Inflows Fall
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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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6/13/2019
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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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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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Week In Preview, June 11-17
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5/30/2018
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5/23/2018
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ICI's Diamond GMM, Day Two
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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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10/13/2017
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New Fund Fuss - October 13, 2017
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10/6/2017
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How Does Invesco-Guggenheim Change the ETF Landscape?
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10/2/2017
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Filings For Fundsters - October 2, 2017
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9/26/2017
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Only One Active Shop Passed $1B in Inflows in August
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9/26/2017
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Five Powerful Female Fundsters
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8/21/2017
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Vanguard and BlackRock Eclipse the Competition, Again
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7/25/2017
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Follow the Fundsters - July 18, 2017
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7/13/2017
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New Fund Fuss - July 13, 2017
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7/6/2017
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Ivy, Oakmark, and First Trust Had a Big May
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6/9/2017
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Filings for Fundsters - June 9, 2017
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6/5/2017
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Week In Preview, June 5-11
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5/26/2017
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Filings for Fundsters - May 26, 2017
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5/22/2017
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Week In Preview, May 22-28
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5/17/2017
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Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
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5/16/2017
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These Fund Firms and B-Ds Are Seen as Great Employers
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5/15/2017
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Week In Preview, May 15-21
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5/5/2017
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Betterment's Co-Founder Talks to Fundsters
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4/28/2017
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M* Shares High Hopes For These Nine Managers
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4/21/2017
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The New Fund Fuss - April 21, 2017
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4/13/2017
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The New Fund Fuss - April 13, 2017
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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3/21/2017
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The Richest Fundsters, 2017 Edition
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3/17/2017
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13 Fund Firms Had a $1B February
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2/21/2017
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TIAA and Passive Players Won January
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2/3/2017
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Filings for Fundsters - February 3, 2017
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1/20/2017
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Will You Help Elizabeth Warren Save the Fiduciary Reg?
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1/19/2017
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Vanguard, BlackRock, and SSgA Won 2016
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1/19/2017
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71 Percent of Big Fund Firms Suffered in December
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1/4/2017
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Bettinger Says Asset Management Commoditization Is Here
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12/16/2016
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Filings for Fundsters - December 16, 2016
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12/14/2016
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2016's Fastest Growing ETF Shop Is ...
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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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Filings for Fundsters - October 11, 2016
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9/16/2016
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Big ETF Shops and Lord Abbett Shined in August
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8/29/2016
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The New Fund Fuss - August 29, 2016
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8/26/2016
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Chandoha Launches Schwab's 4th Line of TDFs
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5/18/2016
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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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ICI GMM 2016 Is About to Begin
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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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101 Fund Families Win in Gotham
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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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After F-Squared's Fall, Which ETF Strategists Are Flying High?
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8/7/2015
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Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You
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6/4/2015
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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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The 13 Fund Firms that Got the Most Ink in 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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8/21/2013
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Schwab's Rebalancing Platform Is Fully Integrated
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8/14/2013
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Fund Firms Mostly on Board With Floating NAV
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8/14/2013
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BlackRock, Schwab Take a Page from DFA
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8/13/2013
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ETF Roundup: Jaffe Calls Schwab ETFs "Mousetraps"
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8/9/2013
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Schwab Reprices an Index Fund
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8/9/2013
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ETF Roundup: Rick Ferri Isn't a Fan of SEC Ruling
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8/8/2013
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Schwab Makes an Active Equity ETF Play, Times Six
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8/6/2013
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ETF Roundup: $30 Billion Flowed Out of Gold
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7/11/2013
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Portfolio of 3 Simple ETFs Effective As 3 MFs
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MFWire.com
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