CHARLES SCHWAB INVESTMENT ADVISORY, INC.
SEC file number 801-70737
· SAN FRANCISCO, CA
https://schwab.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$66.08B
Discretionary AUM
$66.08B
Employees
26
Clients
—
Firm
- Address
- 211 MAIN STREET
SAN FRANCISCO, CA 94105 - Phone
- —
- Website
- https://schwab.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M