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Schwab® S&p 500 Index Fund (SWPPX)
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93,45
+0,34
+0,37%
06/02 - Dane opóźnione. Wartość w USD
- Ocena firmy Morningstar:
- Aktywa ogółem: 112,92B
Schwab S&P 500 Index
93,45
+0,34
+0,37%
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Przegląd SWPPX
Na tej stronie znajdziesz szczegółowy profil Schwab® S&p 500 Index Fund. Uzyskaj informacje m.in. o kluczowych członkach kierownictwa, sumie aktywów, strategii inwestycyjnej i danych kontaktowych SWPPX.
Informacje kontaktowe
Adres
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
Telefon
+1 8778245615
Internet
www.schwabfunds.com
Kierownictwo najwyższego szczebla
| Nazwa | Tytuł | Od | Do |
|---|---|---|---|
| Agnes Zau | Portfolio Manager | 2023 | Teraz |
| Biografia | Agnes Zau is a Portfolio Manager for Schwab Asset Management. She is responsible for the management of U.S. equity index 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 | Teraz |
| Biografia | Jeremy Brown is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the management of the U.S. equity index Schwab Funds® and Schwab ETFsTM. Prior to joining Schwab in 2017, Mr. Brown spent six years with ALPS Advisors, Inc. in Denver, most recently as a senior analyst on the ETF portfolio management and research team where he performed portfolio management, trading, and analytics/research functions for ALPS ETFs and passive funds. Additionally, Mr. Brown led a number of investment research, commentary, industry trend analysis, and sales and marketing support initiatives. Mr. Brown earned a Master of Science in business analytics from Georgetown University’s McDonough School of Business. He also holds a Master of Business Administration from the Daniels College of Business at the University of Denver and a Bachelor of Arts in political science and government from the University of Colorado at Boulder. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Colorado. | ||
| Christopher Bliss | Senior Portfolio Manager | 2017 | Teraz |
| Biografia | Christopher Bliss is a Managing Director and Head of Equity Index Strategies for Schwab Asset Management. Mr. Bliss is responsible for overseeing the portfolio management for equity index 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 | Teraz |
| Biografia | Ferian Juwono is a Senior Portfolio Manager for Schwab Asset Management. Mr. Juwono leads the team of portfolio managers responsible for the oversight and management of the U.S. equity index Schwab Funds® and Schwab ETFsTM. Prior to joining Schwab in 2010, Mr. Juwono worked at BlackRock (formerly Barclays Global Investors) for five years, most recently as a portfolio manager of equity index funds for institutional clients, and then as a senior business analyst. Prior to that, Mr. Juwono was a senior financial analyst with Union Bank of California. Mr. Juwono earned a Master of Business Administration with a concentration in finance from California State University, Los Angeles, and a bachelor’s degree in economics with a concentration in accounting from Universitas Trisakti in Indonesia. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society of Dallas/Fort Worth. | ||
| 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. | ||
| David Rios | Portfolio Manager | 2015 | 2017 |
| Biografia | David Rios is a Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day management of international equity index Schwab Funds® and Schwab ETFsTM. Prior to this role, Mr. Rios was an associate portfolio manager on the equity index strategies team for four years. His first role with Schwab Asset Management was as a trade operations specialist. Prior to joining Schwab in 2008, Mr. Rios was a senior fund accountant at Investors Bank & Trust (subsequently acquired by State Street Corporation). Mr. Rios earned a Master of Science in financial analysis and investment management from Saint Mary’s College of California and a Bachelor of Science in kinesiology from Sonoma State University. | ||
| 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. | ||
| Ron Toll | Portfolio Manager | 2008 | 2014 |
| Biografia | Toll is a portfolio manger with Charles Schwab Investment Management Inc. He joined the firm in 1998, became manager, portfolio operations in 2000, manager, portfolio operations and analytics in 2005 and was named to his current position in 2007. | ||
| Larry M. Mano | Managing Director | 2005 | 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. | ||
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