The CHARLES SCHWAB GROUP is a publicly held investment adviser that advises $1,843.93Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. CHARLES SCHWAB GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 168.8% over the last 5-years.
The Group has been registered with the SEC for 41.94 years and is comprised of 3 filing and 0 relying advisers. They operate out of 42 office locations with their Headquarters at 425 MARKET STREET SUITE 1700, SAN FRANCISCO, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 33,093 employees comprised of 5,677 investment and 27,416 non-investment staff. The total number of Employees increased by 57.77% over the last 5-years.
Their $1,843.93Bn in assets advised are owned by 166 private funds, 109 public funds and BDCs and 3,990 other accounts. Assets of Investment Companies (IC) clients own $1,596.71Bn or 86.59% of Total Assets and Individuals own $108.47Bn or 5.88% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 49.46%, 49.27% and 1.26% of total assets, respectively.
They advise 9 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 104 private funds with $1,594.66Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CHARLES SCHWAB GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.