Ultime Notizie
Ricevi uno sconto del 60% 0
🤑 Non sarà mai più conveniente di così! Blocca subito lo sconto del 60% per il Black Friday prima che sparisca...
APPROFITTA DELLO SCONTO
Chiusura

Schwab Total Stock Market Index Fund® (SWTSX)

Crea una notifica
Nuovo!
Crea una notifica
Sito web
  • Con una notifica
  • Per utilizzare questa opzione, assicurati di aver effettuato l'accesso
App per cellulare
  • Per utilizzare questa opzione, assicurati di aver effettuato l'accesso
  • Assicurati di aver effettuato l'accesso con lo stesso profilo utente

Condizione

Frequenza

Una volta
%

Frequenza

Frequenza

Metodo di ricezione

Stato

Aggiungi/Rimuovi dal Portafoglio Aggiungere uno strumento a:
Aggiungi alla watchlist
Aggiungi Posizioni

Posizione aggiunta con successo a:

Nomina il tuo portafoglio holding
 
102,79 +0,44    +0,43%
25/11 - Dati in Ritardo. Valuta in USD
  • Rating di Morningstar:
  • Asset totali: 27,14B
Tipologia:  Fondo
Mercato:  Stati Uniti
Emittente:  Schwab Funds
Tipo di investimento:  Azione
Schwab Total Stock Market Index 102,79 +0,44 +0,43%

SWTSX Panoramica

 
Su questa pagina troverai un profilo dettagliato su Schwab Total Stock Market Index Fund®. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di SWTSX, ed altre informazioni.
Categoria

Large Blend

Asset totali

27,14B

Costi

0,03%

Data di lancio

01.06.1999

Informazioni di contatto

Indirizzo 101 Montgomery Street
San Francisco,CA 94104
United States
Telefono +1 8778245615

Vertici Esecutivo

Nome Titolo Dal Fino a
Agnes Zau Portfolio Manager 2023 Adesso
Biografia Agnes Zau is a Portfolio Manager for Schwab Asset Management. She is a member of the team responsible for the management of the domestic passive equity Schwab Funds® and ETFsTM. Prior to joining Schwab in 2018, Ms. Zau was at BlackRock for three years, most recently as a multi-asset portfolio investment consultant where she advised institutional clients on asset allocation and strategy, constructed risk decomposition and portfolio optimization, and conducted scenario analyses for the core multi-asset target risk strategies. She spent the preceding three years as a derivatives specialist at Mellon Capital. Ms. Zau earned a Bachelor of Arts in economics from the University of California, Berkeley. She is a CFA® charterholder.
Jeremy Brown Portfolio Manager 2019 Adesso
Biografia Jeremy Brown, Portfolio Manager, joined CSIM in 2017, Mr. Brown spent six years with ALPS Advisors, Inc. in Denver, most recently as a Senior Analyst in the ETF Portfolio Management and Research Team where he performed portfolio management, trading and analytics/research functions of ALPS ETFs and passive funds. Additionally, Mr. Brown led a number of investment research, commentary, industry trend analysis and sales and marketing support initiatives.
Christopher Bliss Senior Portfolio Manager 2017 Adesso
Biografia Christopher Bliss is a Managing Director and Head of Passive Equity Strategies for Schwab Asset Management. Mr. Bliss is responsible for overseeing the investment process, portfolio management of investment strategies for passive equity Schwab Funds® and Schwab ETFsTM, and Schwab Personalized Indexing™ separately managed accounts. Before joining Schwab in 2016, Mr. Bliss spent 12 years at Blackrock (formerly Barclays Global Investors) managing and leading institutional index teams, most recently as a managing director and the head of the Americas institutional index team. In this role, Mr. Bliss was responsible for overseeing a team of portfolio managers managing domestic, developed international and emerging markets index strategies. Prior to Blackrock, he worked as an equity analyst and portfolio manager for Harris Bretall and before that, as a research analyst for JP Morgan. Mr. Bliss earned a Master of Business Administration from the University of Chicago Booth School of Business, and a Bachelor of Science in accounting from Northern Illinois University. He is a CFA® charterholder.
Ferian Juwono Managing Director 2013 Adesso
Biografia Ferian Juwono, CFA, Senior Portfolio Manager. Prior to joining Schwab Asset Management in 2010, Mr. Juwono worked at BlackRock (formerly Barclays Global Investors), where he spent more than three years as a portfolio manager, managing equity index funds for institutional clients, and two years as a senior business analyst. Prior to that, Mr. Juwono worked for more than four years as a senior financial analyst with Union Bank of California.
Sabya Sinha Portfolio Manager 2017 2023
Biografia Sabya Sinha, Portfolio Manager. Prior to joining Schwab Asset Management in 2015, Mr. Sinha spent a year at F-Squared Investments on the product development and analytics team. Prior to F-Squared, he worked at IndexIQ Advisors as a senior index portfolio manager for three years and for Bank of America’s Columbia Management subsidiary as a portfolio manager for three years.
Agnes Hong Managing director 2012 2017
Biografia Agnes Hong, CFA, Vice President and Senior Portfolio Manager, is responsible for the day-to-day co-management of the funds. Prior to joining CSIM in 2009, Ms. Hong spent five years as a portfolio manager at Barclays Global Investors (subsequently acquired by BlackRock), where she managed institutional index funds and quantitative active funds. Prior to that, Ms. Hong worked in management consulting and product management, servicing global financial services clients.
Larry M. Mano Managing Director 1999 2013
Biografia Larry joined Schwab in 1998 as Portfolio Manager and is responsible for the day-to-day management of various Schwab equity index and active funds. Prior to joining Schwab, he was VP and Principal at Wilshire Associates, Inc., where he directed product development and client servicing of analytical tools to aid in management of structured equity and equity index portfolios. He has a BS in Business Administration with emphasis in Investments and Finance from the California State University at Long Beach.
Jeffrey M. Mortimer Director 2004 2010
Biografia Jeffrey M. Mortimer, CFA, has been the primary portfolio manager in March 2014. Jeffrey is Director of Investment Strategy for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since June 2012. He has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, he was a partner at Bainco International Investors from September 2010 to May 2012. He also held various positions in financial management with Charles Schwab Investment Management from October 1997 to July 2010. Jeffrey holds an MBA from the University of Chicago Graduate School of Business, and a BS degree from Babson College. He became a CFA charterholder in 1997.
Tom Brown Assistant Portfolio Manager 2004 2008
Biografia Brown is an assistant portfolio manager of Charles Schwab Investment Management, he joined Schwab's Electronic Brokerage business in 1995, moved to Charles Schwab Investment Management as a trader in 1999, and was named to his current position in 2004.
Geraldine Hom Director, Portfolio Manager 1999 2004
Biografia Hom is director of equities and portfolio manager with Charles Schwab Investment Management, her employer since March 1995. Previously, she worked for Wells Fargo Nikko Investment Advisors for 10 years as a portfolio manager and manager of portfolio management for equity-index funds. She was also responsible for Wells Fargo's transactions-management services. She was also a systems analyst with Bank of America. Hom is a member of the Financial Women's Association.
Guida sui Commenti

Ti consigliamo di utilizzare i commenti per interagire con gli utenti, condividere il tuo punto di vista e porre domande agli autori e agli altri iscritti. Comunque, per mantenere alto il livello del discorso, ti preghiamo di tenere a mente i seguenti criteri :

  • Arricchisci la conversazione
  • Rimani concentrato. Pubblica solo materiale che è rilevante all'argomento in discussione.
  • Sii rispettoso. Anche le opinioni negative possono essere trattate in modo positivo e diplomatico.
  • Utilizza lo stile standard di scrittura. Includi la punteggiatura,con lettere maiuscole e minuscole.
  • NOTA: messaggi contenenti spam, messaggi promozionali, link o riferimenti a siti esterni verranno rimossi.
  • Evita bestemmie, calunnie e gli attacchi personali rivolti a un autore o ad un altro utente.
  • Saranno consentiti solo commenti in Italiano.

Autori di spam o abuso verranno eliminati dal sito e vietati dalla registrazione futura a discrezione di Investing.com.

SWTSX Commenti

Scrivi ciò che pensi su Schwab Total Stock Market Index Fund®
 
Sei sicuro di voler cancellare questo grafico?
 
Posta
Pubblica anche su
 
Sostituire il grafico allegato con un nuovo grafico?
1000
La tua possibilità di commentare è stata sospesa per via di report negativi da parte di altri utenti. La tua situazione sarà controllata dai nostri moderatori.
Attendi un minuto prima di commentare di nuovo.
Grazie per aver commentato. Il commento è in attesa di approvazione da parte dei moderatori. Il commento sarà pubblicato sul nostro sito non appena approvato.
 
Sei sicuro di voler cancellare questo grafico?
 
Posta
 
Sostituire il grafico allegato con un nuovo grafico?
1000
La tua possibilità di commentare è stata sospesa per via di report negativi da parte di altri utenti. La tua situazione sarà controllata dai nostri moderatori.
Attendi un minuto prima di commentare di nuovo.
Allega un Grafico ai Commenti
Conferma blocco

Sei sicuro di voler bloccare %USER_NAME%?

Confermando il blocco tu e %USER_NAME% non potrete più vedere reciprocamente i vostri post su Investing.com.

%USER_NAME% è stato aggiunto correttamente alla lista di utenti bloccati

Poiché hai appena sbloccato questa persona, devi aspettare 48 ore prima di bloccarla nuovamente.

Segnala questo commento

Considero questo commento come:

Commento contrassegnato

Grazie!

La tua segnalazione è stata inviata ai nostri moderatori che la esamineranno
Continua con il tuo id Apple
Registrati tramite Google
o
Registrati tramite email