Investment adviser · CRD 106753

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$1.72T
Form ADV · Item 5.F
Client accounts
856,597
Accounts, not individual clients
Employees
946
Reported in this filing
Advisory professionals
175
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies109$1,473,807,453,08285.6%
Individuals697,928$108,472,648,7396.3%
High-net-worth individuals154,404$106,928,612,6066.2%
Pooled investment vehicles166$24,657,994,2021.4%
Corporations & businesses1,901$4,046,555,2380.2%
Retirement plans1,805$1,695,676,7800.1%
Charities264$757,529,4060.0%
Insurance companies10$420,281,8150.0%
Government entities10$239,163,0280.0%
Filing source

Form ADV 2063404 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

425 MARKET STREET, SUITE 1700
SAN FRANCISCO, CA, 94105, United States

CRD 106753

Filing source

Form ADV 2063404 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.