CHARLES SCHWAB INVESTMENT ADVISORY, INC.
Legal name: CHARLES SCHWAB INVESTMENT ADVISORY, INC
CRD #151739 SEC #801-70737 SAN FRANCISCO, CA 415-667-1910
SEC Registered Disclosures
Total AUM
$66.1B
Discretionary
$66.1B
Employees
26
Clients
0
Accounts
495,347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $66.1B | $66.1B | $0 | 26 | 0 |
| Oct 2023 | $66.1B | $66.1B | $0 | 26 | 0 |
| Mar 2023 | $66.1B | $66.1B | $0 | 26 | 0 |
| Sep 2022 | $70.7B | $70.7B | $0 | 26 | 0 |
| Jul 2022 | $70.7B | $70.7B | $0 | 26 | 0 |
| Jul 2022 | $70.7B | $70.7B | $0 | 26 | 0 |
| Mar 2022 | $70.7B | $70.7B | $0 | 26 | 0 |
| Dec 2021 | $53.7B | $53.7B | $0 | 204 | 0 |
| Mar 2021 | $53.7B | $53.7B | $0 | 204 | 0 |
| Aug 2020 | $90B | $90B | $0 | 117 | 0 |
| Jun 2020 | $90B | $90B | $0 | 117 | 0 |
| Mar 2020 | $90B | $90B | $0 | 117 | 0 |
| Dec 2019 | $70.6B | $70.6B | $5.2M | 113 | 0 |
| Oct 2019 | $70.6B | $70.6B | $5.2M | 113 | 0 |
| Sep 2019 | $70.6B | $70.6B | $5.2M | 113 | 0 |
| Mar 2019 | $70.6B | $70.6B | $5.2M | 113 | 0 |
| Nov 2018 | $68.8B | $68.8B | $14.9M | 108 | 0 |
| Mar 2018 | $68.8B | $68.8B | $14.9M | 108 | 0 |
| Feb 2018 | $31.2B | $31.2B | $0 | 44 | 209,500 |
| Oct 2017 | $31.2B | $31.2B | $0 | 44 | 209,500 |
| Sep 2017 | $31.2B | $31.2B | $0 | 44 | 209,500 |
| Mar 2017 | $31.2B | $31.2B | $0 | 44 | 209,500 |
| Dec 2016 | $25.5B | $25.5B | $0 | 41 | 176,200 |
| Mar 2016 | $25.5B | $25.5B | $0 | 41 | 176,200 |
| Mar 2015 | $21.6B | $21.6B | $0 | 35 | 125,300 |
| Feb 2015 | $19.1B | $19.1B | $0 | 30 | 113,000 |
| Jan 2015 | $19.1B | $19.1B | $0 | 30 | 113,000 |
| Mar 2014 | $19.1B | $19.1B | $0 | 30 | 113,000 |
| Apr 2013 | $15.8B | $15.8B | $0 | 30 | 102,100 |
| Mar 2013 | $15.8B | $15.8B | $0 | 30 | 102,100 |
| Dec 2012 | $13.6B | $13.6B | $0 | 25 | 94,000 |
| Mar 2012 | $13.6B | $13.6B | $0 | 11 | 94,000 |
| Mar 2011 | $12.3B | $12.3B | $0 | -- | -- |
| Nov 2010 | $6.8B | $6.8B | $0 | -- | -- |
| Oct 2009 | $6.8B | $6.8B | $0 | -- | -- |
DateDec 2023
Total AUM$66.1B
Discretionary$66.1B
Non-Disc.$0
Employees26
Clients0
DateOct 2023
Total AUM$66.1B
Discretionary$66.1B
Non-Disc.$0
Employees26
Clients0
DateMar 2023
Total AUM$66.1B
Discretionary$66.1B
Non-Disc.$0
Employees26
Clients0
DateSep 2022
Total AUM$70.7B
Discretionary$70.7B
Non-Disc.$0
Employees26
Clients0
DateJul 2022
Total AUM$70.7B
Discretionary$70.7B
Non-Disc.$0
Employees26
Clients0
DateJul 2022
Total AUM$70.7B
Discretionary$70.7B
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$70.7B
Discretionary$70.7B
Non-Disc.$0
Employees26
Clients0
DateDec 2021
Total AUM$53.7B
Discretionary$53.7B
Non-Disc.$0
Employees204
Clients0
DateMar 2021
Total AUM$53.7B
Discretionary$53.7B
Non-Disc.$0
Employees204
Clients0
DateAug 2020
Total AUM$90B
Discretionary$90B
Non-Disc.$0
Employees117
Clients0
DateJun 2020
Total AUM$90B
Discretionary$90B
Non-Disc.$0
Employees117
Clients0
DateMar 2020
Total AUM$90B
Discretionary$90B
Non-Disc.$0
Employees117
Clients0
DateDec 2019
Total AUM$70.6B
Discretionary$70.6B
Non-Disc.$5.2M
Employees113
Clients0
DateOct 2019
Total AUM$70.6B
Discretionary$70.6B
Non-Disc.$5.2M
Employees113
Clients0
DateSep 2019
Total AUM$70.6B
Discretionary$70.6B
Non-Disc.$5.2M
Employees113
Clients0
DateMar 2019
Total AUM$70.6B
Discretionary$70.6B
Non-Disc.$5.2M
Employees113
Clients0
DateNov 2018
Total AUM$68.8B
Discretionary$68.8B
Non-Disc.$14.9M
Employees108
Clients0
DateMar 2018
Total AUM$68.8B
Discretionary$68.8B
Non-Disc.$14.9M
Employees108
Clients0
DateFeb 2018
Total AUM$31.2B
Discretionary$31.2B
Non-Disc.$0
Employees44
Clients209,500
DateOct 2017
Total AUM$31.2B
Discretionary$31.2B
Non-Disc.$0
Employees44
Clients209,500
DateSep 2017
Total AUM$31.2B
Discretionary$31.2B
Non-Disc.$0
Employees44
Clients209,500
DateMar 2017
Total AUM$31.2B
Discretionary$31.2B
Non-Disc.$0
Employees44
Clients209,500
DateDec 2016
Total AUM$25.5B
Discretionary$25.5B
Non-Disc.$0
Employees41
Clients176,200
DateMar 2016
Total AUM$25.5B
Discretionary$25.5B
Non-Disc.$0
Employees41
Clients176,200
DateMar 2015
Total AUM$21.6B
Discretionary$21.6B
Non-Disc.$0
Employees35
Clients125,300
DateFeb 2015
Total AUM$19.1B
Discretionary$19.1B
Non-Disc.$0
Employees30
Clients113,000
DateJan 2015
Total AUM$19.1B
Discretionary$19.1B
Non-Disc.$0
Employees30
Clients113,000
DateMar 2014
Total AUM$19.1B
Discretionary$19.1B
Non-Disc.$0
Employees30
Clients113,000
DateApr 2013
Total AUM$15.8B
Discretionary$15.8B
Non-Disc.$0
Employees30
Clients102,100
DateMar 2013
Total AUM$15.8B
Discretionary$15.8B
Non-Disc.$0
Employees30
Clients102,100
DateDec 2012
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees25
Clients94,000
DateMar 2012
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees11
Clients94,000
DateMar 2011
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees--
Clients--