Charles Schwab Investment Advisory Inc
Legal Name: CHARLES SCHWAB INVESTMENT ADVISORY, INC.
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Other Info
Charles Schwab Investment Advisory Inc is legally known as CHARLES SCHWAB INVESTMENT ADVISORY, INC.. It is a CA Corporation. This firm has 113 employees, of which 67 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 5, 2009.
Windhaven Investment Management
A division of Charles Schwab Investment Advisory, Inc. About Team Clients History Community Philosophy Active Global Diversification Unique GTAA Approach Downside Risk Management Strategies Insights Quarterly Quadrant Market Insights Archive Contact Global Diversification. Tactical Positioning. Seiz…
Direct Owners
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ALYSSA DUFFY
CHIEF LEGAL OFFICER owns less than 5%
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BRYAN LARRY OLSON
CHIEF OPERATIONS OFFICER owns less than 5%
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MARLENE MARIE-LAURE BATES
CHIEF FINANCIAL OFFICER, DIRECTOR owns less than 5%
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MICHAEL EDWARD GILLESPIE
CHIEF COMPLIANCE OFFICER owns less than 5%
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RICHARD A WURSTER
CHIEF EXECUTIVE OFFICER, DIRECTOR owns less than 5%
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SCHWAB HOLDINGS, INC.
100% OWNER owns 75% or more
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WILLIAM F QUINN
TREASURER, DIRECTOR owns less than 5%
Firms Located Nearby
Top Holdings
- SCHWAB STRATEGIC TR SCHWAB $3,753,324k
- SCHWAB STRATEGIC TR $2,845,899k
- SCHWAB STRATEGIC TR $2,484,927k
- SCHWAB STRATEGIC TR $2,426,288k
- Schwab US Tips ETF (SCHP) $2,369,553k
- SCHWAB STRATEGIC TR SCHWAB $2,327,745k
- SCHWAB STRATEGIC TR $1,899,860k
- SCHWAB STRATEGIC TR US SML CAP ETF $1,466,636k
- SCHWAB STRATEGIC TRUST $1,240,955k
- SCHWAB STRATEGIC TR $1,154,483k