SCHWAB WEALTH ADVISORY, INC.
CRD #159035 SEC #801-72795 LONE TREE, CO 415-667-7000
SEC Registered Disclosures
Total AUM
--
Discretionary
--
Employees
1,042
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2020 | $91.1B | $0 | $91.1B | 646 | 20,504 |
| Oct 2019 | $91.1B | $0 | $91.1B | 646 | 20,504 |
| Aug 2019 | $91.1B | $0 | $91.1B | 646 | 20,504 |
| Mar 2019 | $91.1B | $0 | $91.1B | 646 | 20,504 |
| Aug 2018 | $90B | $0 | $90B | 598 | 18,353 |
| Mar 2018 | $90B | $0 | $90B | 598 | 18,353 |
| Jul 2017 | $74.4B | $0 | $74.4B | 568 | 100,800 |
| Jun 2017 | $74.4B | $0 | $74.4B | 568 | 100,800 |
| Mar 2017 | $74.4B | $0 | $74.4B | 568 | 100,800 |
| Mar 2016 | $67.8B | $0 | $67.8B | 515 | 98,000 |
| Sep 2015 | $64.9B | $0 | $64.9B | 460 | 93,700 |
| Jun 2015 | $64.9B | $0 | $64.9B | 460 | 93,700 |
| Mar 2015 | $64.9B | $0 | $64.9B | 460 | 93,700 |
| Aug 2014 | $58.3B | $0 | $58.3B | 441 | 90,500 |
| Mar 2014 | $58.3B | $0 | $58.3B | 441 | 90,500 |
| Mar 2013 | $45.6B | $0 | $45.6B | 450 | 81,000 |
| Feb 2013 | $50M | $0 | $50M | 450 | 42,000 |
| Jan 2013 | $50M | $0 | $50M | 450 | 42,000 |
| Jul 2012 | $50M | $0 | $50M | 251 | 42,000 |
| Mar 2012 | $50M | $0 | $50M | 251 | 42,000 |
| Jan 2012 | $51B | $0 | $51B | 251 | 42,000 |
| Nov 2011 | $51B | $0 | $51B | 251 | 42,000 |
| Nov 2011 | $51B | $0 | $51B | 251 | 42,000 |
DateJan 2020
Total AUM$91.1B
Discretionary$0
Non-Disc.$91.1B
Employees646
Clients20,504
DateOct 2019
Total AUM$91.1B
Discretionary$0
Non-Disc.$91.1B
Employees646
Clients20,504
DateAug 2019
Total AUM$91.1B
Discretionary$0
Non-Disc.$91.1B
Employees646
Clients20,504
DateMar 2019
Total AUM$91.1B
Discretionary$0
Non-Disc.$91.1B
Employees646
Clients20,504
DateAug 2018
Total AUM$90B
Discretionary$0
Non-Disc.$90B
Employees598
Clients18,353
DateMar 2018
Total AUM$90B
Discretionary$0
Non-Disc.$90B
Employees598
Clients18,353
DateJul 2017
Total AUM$74.4B
Discretionary$0
Non-Disc.$74.4B
Employees568
Clients100,800
DateJun 2017
Total AUM$74.4B
Discretionary$0
Non-Disc.$74.4B
Employees568
Clients100,800
DateMar 2017
Total AUM$74.4B
Discretionary$0
Non-Disc.$74.4B
Employees568
Clients100,800
DateMar 2016
Total AUM$67.8B
Discretionary$0
Non-Disc.$67.8B
Employees515
Clients98,000
DateSep 2015
Total AUM$64.9B
Discretionary$0
Non-Disc.$64.9B
Employees460
Clients93,700
DateJun 2015
Total AUM$64.9B
Discretionary$0
Non-Disc.$64.9B
Employees460
Clients93,700
DateMar 2015
Total AUM$64.9B
Discretionary$0
Non-Disc.$64.9B
Employees460
Clients93,700
DateAug 2014
Total AUM$58.3B
Discretionary$0
Non-Disc.$58.3B
Employees441
Clients90,500
DateMar 2014
Total AUM$58.3B
Discretionary$0
Non-Disc.$58.3B
Employees441
Clients90,500
DateMar 2013
Total AUM$45.6B
Discretionary$0
Non-Disc.$45.6B
Employees450
Clients81,000
DateFeb 2013
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees450
Clients42,000
DateJan 2013
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees450
Clients42,000
DateJul 2012
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees251
Clients42,000
DateMar 2012
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees251
Clients42,000
DateJan 2012
Total AUM$51B
Discretionary$0
Non-Disc.$51B
Employees251
Clients42,000
DateNov 2011
Total AUM$51B
Discretionary$0
Non-Disc.$51B
Employees251
Clients42,000
DateNov 2011
Total AUM$51B
Discretionary$0
Non-Disc.$51B
Employees251
Clients42,000