Charles Schwab Investment Management Inc

Charles Schwab Investment Management, Inc, is a Delaware corporation with 492 employees, 105 of which are advisory professionals. Although the number of clients served is not disclosed, the firm was last approved by the SEC on January 25, 1990.

• BRETT HARLAN WANDER

  SENIOR VICE PRESIDENT AND CHIEF INVESTMENT OFFICER - FIXED INCOME owns less than 5%

• DAVID JOHN LEKICH

  SENIOR VICE PRESIDENT AND CHIEF COUNSEL owns less than 5%

• GEORGE MANUEL PEREIRA

  SVP, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER owns less than 5%

• JONATHAN CHRISTIAN DE ST PAER

  DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER owns less than 5%

• MICHAEL FREDERICK HOGAN

  SVP AND CHIEF COMPLIANCE OFFICER owns less than 5%

• OMAR AGUILAR CHAVEZ

  SVP AND CHIEF INVESTMENT OFFICER - EQUITIES AND MULTI-ASSET STRATEGIES owns less than 5%

• PETER BROOKS CRAWFORD

  DIRECTOR owns less than 5%

• THE CHARLES SCHWAB CORPORATION

  100% OWNER OF REGISTRANT owns 75% or more

• WALTER WILLIAM BETTINGER

  DIRECTOR owns less than 5%

• RICHARD A WURSTER

  CHIEF EXECUTIVE OFFICER owns less than 5%

• 3000 Management Inc
• Manifold Partners LLC
• Carmel Management III LLC
• FPR Partners LLC
• Lucha Capital Management LP
• MERK Investments LLC
• HAHN Capital Management LLC
• Baker Avenue Asset Management LP
• Integral Financial Solutions LLC
• Chequers Financial Management LLC

• Charles Schwab Investment Management Receives Three Lipper Fund Awards for Fundamental Index Mutual Funds
• Schwab is reportedly in talks to buy USAA’s wealth management, brokerage units for $2 billion