CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

211 Main Street
San Francisco, California 94105
Tel: 415-667-9200

About CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC, formally registered with the SEC as CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. The firm was established in 01/25/1990. They have over 108 offices throughout the country.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a San Francisco, California based Financial Planning firm with nearly $1,098,805,397,188 assets under management, offering retirement planning & investment advisory services to 304509 clients. The firm is staffed with 857 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106753
SEC#	801-35905
Assets Managed by Firm	$1,098,805,397,188
No. of Clients	304509
No. of Advisors	857

Fee Structure

A percentage of AUM
Fixed fees
Other (COSTS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	304509	$1,098,805,397,188
Individuals (other than high net worth individuals)	243873	$46,962,207,780
High net worth individuals	56938	$35,860,362,114
Pension and profit sharing plans	1761	$1,268,236,446
Charitable organizations	289	$981,477,621
Corporations or other businesses	1376	$2,208,525,886

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