Charles Schwab Investment Advisory, Inc.

Charles Schwab Investment Advisory, Inc.

Charles Schwab Investment Advisory, Inc.
Last update 2021-05-17 77 Stocks (16 new)
Value $51.88 Bil Turnover 9 %
Guru Portfolio Report Download

Charles Schwab Investment Advisory, Inc. Profile

Charles Schwab Investment Advisory, Inc. is an investment management firm based out of San Francisco, California. The company was originally established as a division under The Charles Schwab Corporation and continues to operate as its subsidiary today. Charles Schwab Investment Advisory is a separately registered investment advisor and acts as the investment advisor for Schwab Managed Portfolios and as the subadvisor for Schwab Intelligent Portfolios. Charles Schwab Investment Advisory is an advisory and affiliate of Charles Schwab & Co., Inc. and Schwab Wealth Investment Advisory, Inc. The company conducts its research both internally and externally with its investment management team being “published in respected business and academic journals and frequently cited by the media on investment topics.” Charles Schwab Investment Advisory invests most heavily in the finance sector, which alone makes up over 90% of its total asset allocations, and also invests in a variety of other sectors to a lesser degree including materials and real estate. The company currently operates with 35 employees, all of whom are investment professionals. Charles Schwab Investment Advisory manages over $21.6 billion in total assets under management spread across over 144 thousand total accounts with all of the managed accounts being discretionary accounts. Both of the company’s total number of accounts have been increasing in recent years with its total number of accounts increasing from 60,000 five years ago to its current amount today and its total assets under management growing significantly from $6.7 billion back in 2010 to well over three times that amount today. Charles Schwab Investment Advisory mainly caters to individuals, which alone makes up over three quarters of its entire client base, and also caters to high net worth individuals, and other client types to a lesser degree. The company takes advisory fees in the form of various fixed fees.

Charles Schwab Investment Advisory, Inc. Investing Philosophy

-
EMBED
EMBED

Performance of