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Leading investment funds owned by Charles Schwab globally as of August 15, 2025, by net assets under management (in billion U.S. dollars)

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Sources

Release date

August 2025

Region

Worldwide

Survey time period

August 15, 2025

Supplementary notes

* Mutual fund, hence no ticker symbol available. All other funds are exchange traded funds (ETFs).

Exchange traded funds (ETFs) data available , and mutual fund data available . ETF values have been rounded.

Citation formats

Largest Charles Schwab investment funds worldwide in August 2025, by net assets

Published by K. Scholle, Aug 19, 2025

As of August 15, 2025, 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 billion U.S. dollars. Schwab's largest exchange-traded fund (ETF) was the Schwab US Dividend Equity ETF, with around ** billion U.S. dollars of AUM. 

An ETF is a basket of shares (or other financial assets) that 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.

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Statistics on " Mutual fund and ETF providers in the United States "

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Other statistics that may interest you Mutual fund and ETF providers in the United States

Overview

8

Assets of leading providers

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Product distribution

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Asset class distribution

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Fastest growing funds

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Largest funds

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Consumer behavior

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Topics

Mutual fund and ETF providers in the U.S.Mutual funds worldwideInvestment fundsGold as an investmentExchange traded funds (ETFs)
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For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
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$199 USD
per month, billed annually 1
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  • Premium Statistics

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