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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Oct. 19, 2019
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

9,642

name start date
William Steven Shack
November 2011
Justin Andrew Grinstead
December 2012
Jeremy T Schneider
October 2007
Jeffrey John Fortune
January 1999
William James Ryan
March 2005

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Charles Schwab Australia Pty Limited -- --
    Charles Schwab Bank -- --
    Charles Schwab Futures -- --
    Charles Schwab Hong Kong, Ltd -- --
    Charles Schwab Investment Advisory, Inc. -- --
    Charles Schwab Investment Management, Inc IAR $379,318,216,758
    Charles Schwab Signature Bank -- --
    Charles Schwab Singapore Pte Ltd -- --
    Charles Schwab Trust Company -- --
    Charles Schwab, U.K.Limited -- --
    Schwab Private Client Investment Advisory, Inc. IAR $91,149,393,168

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Marc Christopher Stewart Investment Advisor Chief Compliance Officer August, 2019 less than 5%
      Barbara Jean Armeli Senior Vice President And Broker Dealer Chief Compliance Officer February, 2018 less than 5%
      Mary Jose Costa Vice President December, 2017 less than 5%
      Dennis Willard Howard Executive Vice President And Chief Information Officer May, 2017 less than 5%
      Peter Brooks Crawford Executive Vice President And Chief Financial Officer May, 2017 less than 5%
      Jason Christopher Clague Executive Vice President, Operational Services March, 2017 less than 5%
      Christopher Paul Gilkerson Senior Vice President, General Counsel January, 2015 less than 5%
      Joseph Raymond Martinetto Senior Executive Vice President And Chief Operating Officer May, 2017 less than 5%
      Walter William Ii Bettinger President And Ceo October, 2008 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Hourly Charges
        • Fixed Fees
        • Other