CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
CRD #106753 SEC #801-35905 LONE TREE, CO 800-650-9744
SEC Registered Disclosures
Total AUM
$1.4T
Discretionary
$1.4T
Employees
877
Clients
0
Accounts
843,555
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.4T | $1.4T | $21.9B | 877 | 0 |
| Sep 2025 | $1.4T | $1.4T | $21.9B | 877 | 0 |
| Mar 2025 | $1.4T | $1.4T | $21.9B | 877 | 0 |
| Dec 2024 | $1.1T | $1.1T | $22.9B | 857 | 0 |
| Oct 2024 | $1.1T | $1.1T | $22.9B | 857 | 0 |
| Sep 2024 | $1.1T | $1.1T | $22.9B | 857 | 0 |
| Mar 2024 | $1.1T | $1.1T | $22.9B | 857 | 0 |
| Nov 2023 | $782.6B | $758.3B | $24.3B | 1,007 | 0 |
| May 2023 | $782.6B | $758.3B | $24.3B | 1,007 | 0 |
| Mar 2023 | $782.6B | $758.3B | $24.3B | 1,007 | 0 |
| Sep 2022 | $700.8B | $670.4B | $30.4B | 886 | 0 |
| Mar 2022 | $700.8B | $670.4B | $30.4B | 886 | 0 |
| Mar 2022 | $609.9B | $581.4B | $28.5B | 782 | 0 |
| Jan 2022 | $609.9B | $581.4B | $28.5B | 782 | 0 |
| Nov 2021 | $609.9B | $581.4B | $28.5B | 782 | 0 |
| Oct 2021 | $609.9B | $581.4B | $28.5B | 782 | 0 |
| Sep 2021 | $609.9B | $581.4B | $28.5B | 782 | 0 |
| Jun 2021 | $609.9B | $581.4B | $28.5B | 782 | 0 |
| Mar 2021 | $609.9B | $581.4B | $28.5B | 782 | 0 |
| Jan 2021 | $506.3B | $479.9B | $26.4B | 538 | 0 |
| Jul 2020 | $506.3B | $479.9B | $26.4B | 538 | 0 |
| Jun 2020 | $506.3B | $479.9B | $26.4B | 538 | 0 |
| Apr 2020 | $506.3B | $479.9B | $26.4B | 538 | 0 |
| Mar 2020 | $506.3B | $479.9B | $26.4B | 538 | 0 |
| Nov 2019 | $379.3B | $358.1B | $21.2B | 492 | 0 |
| Mar 2019 | $379.3B | $358.1B | $21.2B | 492 | 0 |
| Nov 2018 | $379.5B | $355.7B | $23.8B | 467 | 0 |
| Nov 2018 | $379.5B | $355.7B | $23.8B | 467 | 0 |
| Sep 2018 | $379.5B | $355.7B | $23.8B | 467 | 0 |
| Mar 2018 | $360.7B | $345.5B | $15.2B | 423 | 0 |
| Sep 2017 | $302.2B | $289.5B | $12.7B | 360 | 800 |
| Mar 2017 | $302.2B | $289.5B | $12.7B | 360 | 800 |
| Jul 2016 | $280.2B | $268.5B | $11.7B | 314 | 1,100 |
| Mar 2016 | $280.2B | $268.5B | $11.7B | 314 | 1,100 |
| Mar 2015 | $267.5B | $257B | $10.5B | 204 | 1,300 |
| Mar 2014 | $248.5B | $239.2B | $9.3B | 200 | 1,400 |
| Mar 2013 | $224.5B | $217.8B | $6.7B | 200 | 1,500 |
| Oct 2012 | $214.8B | $201.5B | $13.3B | 51 | 2,100 |
| Apr 2012 | $214.8B | $201.5B | $13.3B | 51 | 2,100 |
| Mar 2012 | $214.8B | $201.5B | $13.3B | 51 | 2,100 |
| Jun 2011 | $204B | $192B | $11.2B | 51 | -- |
| May 2011 | $204B | $192B | $11.2B | 51 | -- |
| Apr 2011 | $204B | $192B | $11.2B | 51 | -- |
| Mar 2011 | $204B | $192B | $11.2B | 51 | -- |
| Feb 2011 | $204B | $204B | $0 | 51 | -- |
| Dec 2010 | $204B | $204B | $0 | 51 | -- |
| Mar 2010 | $204B | $204B | $0 | 51 | -- |
| Oct 2009 | $235B | $235B | $0 | 51 | -- |
| Mar 2009 | $235B | $235B | $0 | 51 | -- |
| Mar 2008 | $239B | $239B | $0 | 51 | -- |
| Aug 2007 | $197B | $197B | $0 | 51 | -- |
| Mar 2007 | $197B | $197B | $0 | 51 | -- |
| Jul 2004 | $141B | $141B | $0 | 51 | -- |
| Mar 2004 | $141B | $141B | $0 | 51 | -- |
| Mar 2002 | $149B | $149B | $0 | 51 | -- |
DateDec 2025
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$21.9B
Employees877
Clients0
DateSep 2025
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$21.9B
Employees877
Clients0
DateMar 2025
Total AUM$1.4T
Discretionary$1.4T
Non-Disc.$21.9B
Employees877
Clients0
DateDec 2024
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$22.9B
Employees857
Clients0
DateOct 2024
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$22.9B
Employees857
Clients0
DateSep 2024
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$22.9B
Employees857
Clients0
DateMar 2024
Total AUM$1.1T
Discretionary$1.1T
Non-Disc.$22.9B
Employees857
Clients0
DateNov 2023
Total AUM$782.6B
Discretionary$758.3B
Non-Disc.$24.3B
Employees1,007
Clients0
DateMay 2023
Total AUM$782.6B
Discretionary$758.3B
Non-Disc.$24.3B
Employees1,007
Clients0
DateMar 2023
Total AUM$782.6B
Discretionary$758.3B
Non-Disc.$24.3B
Employees1,007
Clients0
DateSep 2022
Total AUM$700.8B
Discretionary$670.4B
Non-Disc.$30.4B
Employees886
Clients0
DateMar 2022
Total AUM$700.8B
Discretionary$670.4B
Non-Disc.$30.4B
Employees886
Clients0
DateMar 2022
Total AUM$609.9B
Discretionary$581.4B
Non-Disc.$28.5B
Employees782
Clients0
DateJan 2022
Total AUM$609.9B
Discretionary$581.4B
Non-Disc.$28.5B
Employees782
Clients0
DateNov 2021
Total AUM$609.9B
Discretionary$581.4B
Non-Disc.$28.5B
Employees782
Clients0
DateOct 2021
Total AUM$609.9B
Discretionary$581.4B
Non-Disc.$28.5B
Employees782
Clients0
DateSep 2021
Total AUM$609.9B
Discretionary$581.4B
Non-Disc.$28.5B
Employees782
Clients0
DateJun 2021
Total AUM$609.9B
Discretionary$581.4B
Non-Disc.$28.5B
Employees782
Clients0
DateMar 2021
Total AUM$609.9B
Discretionary$581.4B
Non-Disc.$28.5B
Employees782
Clients0
DateJan 2021
Total AUM$506.3B
Discretionary$479.9B
Non-Disc.$26.4B
Employees538
Clients0
DateJul 2020
Total AUM$506.3B
Discretionary$479.9B
Non-Disc.$26.4B
Employees538
Clients0
DateJun 2020
Total AUM$506.3B
Discretionary$479.9B
Non-Disc.$26.4B
Employees538
Clients0
DateApr 2020
Total AUM$506.3B
Discretionary$479.9B
Non-Disc.$26.4B
Employees538
Clients0
DateMar 2020
Total AUM$506.3B
Discretionary$479.9B
Non-Disc.$26.4B
Employees538
Clients0
DateNov 2019
Total AUM$379.3B
Discretionary$358.1B
Non-Disc.$21.2B
Employees492
Clients0
DateMar 2019
Total AUM$379.3B
Discretionary$358.1B
Non-Disc.$21.2B
Employees492
Clients0
DateNov 2018
Total AUM$379.5B
Discretionary$355.7B
Non-Disc.$23.8B
Employees467
Clients0
DateNov 2018
Total AUM$379.5B
Discretionary$355.7B
Non-Disc.$23.8B
Employees467
Clients0
DateSep 2018
Total AUM$379.5B
Discretionary$355.7B
Non-Disc.$23.8B
Employees467
Clients0
DateMar 2018
Total AUM$360.7B
Discretionary$345.5B
Non-Disc.$15.2B
Employees423
Clients0
DateSep 2017
Total AUM$302.2B
Discretionary$289.5B
Non-Disc.$12.7B
Employees360
Clients800
DateMar 2017
Total AUM$302.2B
Discretionary$289.5B
Non-Disc.$12.7B
Employees360
Clients800
DateJul 2016
Total AUM$280.2B
Discretionary$268.5B
Non-Disc.$11.7B
Employees314
Clients1,100
DateMar 2016
Total AUM$280.2B
Discretionary$268.5B
Non-Disc.$11.7B
Employees314
Clients1,100
DateMar 2015
Total AUM$267.5B
Discretionary$257B
Non-Disc.$10.5B
Employees204
Clients1,300
DateMar 2014
Total AUM$248.5B
Discretionary$239.2B
Non-Disc.$9.3B
Employees200
Clients1,400
DateMar 2013
Total AUM$224.5B
Discretionary$217.8B
Non-Disc.$6.7B
Employees200
Clients1,500
DateOct 2012
Total AUM$214.8B
Discretionary$201.5B
Non-Disc.$13.3B
Employees51
Clients2,100
DateApr 2012
Total AUM$214.8B
Discretionary$201.5B
Non-Disc.$13.3B
Employees51
Clients2,100
DateMar 2012
Total AUM$214.8B
Discretionary$201.5B
Non-Disc.$13.3B
Employees51
Clients2,100
DateJun 2011
Total AUM$204B
Discretionary$192B
Non-Disc.$11.2B
Employees51
Clients--
DateMay 2011
Total AUM$204B
Discretionary$192B
Non-Disc.$11.2B
Employees51
Clients--
DateApr 2011
Total AUM$204B
Discretionary$192B
Non-Disc.$11.2B
Employees51
Clients--
DateMar 2011
Total AUM$204B
Discretionary$192B
Non-Disc.$11.2B
Employees51
Clients--
DateFeb 2011
Total AUM$204B
Discretionary$204B
Non-Disc.$0
Employees51
Clients--
DateDec 2010
Total AUM$204B
Discretionary$204B
Non-Disc.$0
Employees51
Clients--
DateMar 2010
Total AUM$204B
Discretionary$204B
Non-Disc.$0
Employees51
Clients--
DateOct 2009
Total AUM$235B
Discretionary$235B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$235B
Discretionary$235B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$239B
Discretionary$239B
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$197B
Discretionary$197B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$197B
Discretionary$197B
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$141B
Discretionary$141B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$141B
Discretionary$141B
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$149B
Discretionary$149B
Non-Disc.$0
Employees51
Clients--