As of June 24, 2024 the largest investment fund owned by Charles Schwab was the Schwab S&P 500 Index Fund. At this time, the mutual fund held net assets under management (AUM) of approximately 87.8 billion U.S. dollars. Schwab's largest exchange traded fund (ETF) was the Schwab US Dividend Equity ETF, with around 56.5 billion U.S. dollars of AUM.
An ETF is a basket of shares (or other other financial assets) which generally tracks an underlying index. They are similar to mutual funds, with the fundamental difference that ETFs are listed on stock exchanges, with ETF shares being traded just like regular stock.
Leading investment funds owned by Charles Schwab globally as of June 24, 2024, by net assets under management
(in billion U.S. dollars)
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Statista. (June 24, 2024). Leading investment funds owned by Charles Schwab globally as of June 24, 2024, by net assets under management (in billion U.S. dollars) [Graph]. In Statista. Retrieved September 20, 2024, from https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261564/leading-charles-schwab-investment-funds-net-assets-worldwide/
Statista. "Leading investment funds owned by Charles Schwab globally as of June 24, 2024, by net assets under management (in billion U.S. dollars)." Chart. June 24, 2024. Statista. Accessed September 20, 2024. https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261564/leading-charles-schwab-investment-funds-net-assets-worldwide/
Statista. (2024). Leading investment funds owned by Charles Schwab globally as of June 24, 2024, by net assets under management (in billion U.S. dollars). Statista. Statista Inc.. Accessed: September 20, 2024. https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261564/leading-charles-schwab-investment-funds-net-assets-worldwide/
Statista. "Leading Investment Funds Owned by Charles Schwab Globally as of June 24, 2024, by Net Assets under Management (in Billion U.S. Dollars)." Statista, Statista Inc., 24 Jun 2024, https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261564/leading-charles-schwab-investment-funds-net-assets-worldwide/
Statista, Leading investment funds owned by Charles Schwab globally as of June 24, 2024, by net assets under management (in billion U.S. dollars) Statista, https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261564/leading-charles-schwab-investment-funds-net-assets-worldwide/ (last visited September 20, 2024)
Leading investment funds owned by Charles Schwab globally as of June 24, 2024, by net assets under management (in billion U.S. dollars) [Graph], Statista, June 24, 2024. [Online]. Available: https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261564/leading-charles-schwab-investment-funds-net-assets-worldwide/