About us

Advocating for investors and the financial professionals who serve them.

Schwab Asset Management®

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

Among the lowest-cost index products in the industry

We believe in giving all investors access to the same low costs typically reserved for the largest institutions and wealthiest individuals. To better serve investors and those who advise them, we provide a simplified pricing structure and use our scale and efficiency to help drive down costs.

Schwab Fundamental Index mutual funds and ETFs
ETF know how

A focus on investors' needs

From the competitively priced products and solutions we offer to our commitment to financial professionals, everything we do is with the goal of benefiting the investors we serve.

Investment stewardship

We take a long-term view when it comes to investment stewardship.

Core products ans solutions

30+ years of experience in investment management

Not only are we one of the most experienced asset managers, we're also one of the largest.

$1tn+

assets under management1

3rd

largest provider of index mutual funds2

5th

largest provider of ETFs2

3rd

largest provider of money market funds2

Get to know our leadership

Learn more about the experience and expertise our leaders bring to Schwab Asset Management.

Our products

We offer a focused lineup of competitively priced products and strategies designed to serve the central needs of most investors.

Focused lineup of products and solutions

Our product strategy is driven by our insights into the varied and evolving needs of investors. We offer a deliberate lineup of straightforward core investment products, as well as sophisticated, customizable solutions. These include ETFs, mutual funds and separately managed account strategies designed to serve the needs of most investors.

Products and solutions overview

Take a quick tour of our evolving line of ETFs, mutual funds, and separately managed account strategies.  Learn about available resources to help you research products and build portfolios to address client needs.

Resources and insights

Ensuring you have the insights, news, and research you need.

Insights and news

Read the latest research, perspectives, and analysis from our investment professionals.

Educational resources

Rely on us for the education, tools, and information you need to help develop better outcomes for your clients and reinforce your status as their trusted advisor.

Press releases

The latest releases from Schwab Asset Management.

1. Approximate. As of September 30, 2024, Schwab Asset Management managed approximately $1.3 trillion on a discretionary basis and $40.7 billion on a non-discretionary basis. Source: Schwab Asset Management

2. Sources: iMoneyNet andLipper. Rankings based on assets under management (AUM) as of September 30, 2024.

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