הרשמו על מנת ליצור התראות עבור מכשירים,
אירועים כלכליים ותוכן מאת כותבים אחריהם אתם עוקבים
הרשמה חינם כבר יש לך חשבון? כניסה
ציטוטים
כל סוגי המכשירים
- כל סוגי המכשירים
- מדדים
- מניות
- קרנות סל
- קרנות נאמנות
- סחורות
- מט"ח
- קריפטו
- אג"ח
- תעודות
אנא נסו לחפש ביטוי שונה
קבלו גישה לנתוני פרימיום: עד 50% הנחה על InvestingPro למימוש המבצע
23.40
-0.05
-0.21%
- דירוג Morningstar:
- סך נכסים: 1.43B
Schwab Core Equity
23.40
-0.05
-0.21%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
SWANX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Schwab Core Equity Fund™. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של SWANX – וכן מידע נוסף.
פרטי התקשרות
כתובת
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
טלפון
+1 8778245615
אינטרנט
www.schwabfunds.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Bill McMahon | - | 2021 | עכשיו |
| ביוגרפיה | Senior Vice President and Chief Investment Officer of Active Equity Strategies, is responsible for the day-to-day co-management of the fund. He has managed the fund since August 2021. | ||
| Brian Hillburn | Senior Portfolio Manager Director of Fundamental Research | 2021 | עכשיו |
| ביוגרפיה | Brian Hillburn is a Senior Portfolio Manager and the Director of Fundamental Research for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Core Equity Fund. Mr. Hillburn also provides fundamental equity research coverage for the ThomasPartners® Strategies and the Schwab Active Equity Funds. Previously, Mr. Hillburn was a senior equity research analyst for the ThomasPartners Strategies at Schwab Asset Management. Prior to joining the ThomasPartners Strategies, Mr. Hillburn was an equity analyst at Rockland Trust, and earlier positions include equity research analysis roles on mutual fund teams at Wells Capital and Morgan Stanley Investment Management. Mr. Hillburn earned a Master of Business Administration from the University of Chicago and a Bachelor of Arts from the University of Michigan. He is a CFA® charterholder. | ||
| Iain Clayton | Senior Portfolio Manager | 2015 | עכשיו |
| ביוגרפיה | Iain Clayton, CFA, FRM, Senior Portfolio Manager, joined Charles Schwab Investment Management Inc in 2013, Mr. Clayton spent more than five years at SSI Investment Management, where he was a portfolio manager and director of quantitative research. In these roles, Mr. Clayton co-managed multiple investment strategies and developed quantitative models and valuation approaches. From 2004 to 2008, he worked as a portfolio manager and director at RCM Capital Management (now known as Allianz Global Investors) and helped manage various equity portfolios and developed fundamental-based stock selection models. Prior to that, he was a vice president at Eureka Investment Advisors for almost three years and also served as a senior quantitative analyst/assistant portfolio manager. He has also worked as a quantitative research analyst at RCM Capital Management. | ||
| Wei Li | Senior Portfolio Manager | 2013 | 2021 |
| ביוגרפיה | Wei Li is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the Schwab International Core Equity Fund, the Schwab Dividend Equity Fund, the Schwab Small-Cap Equity Fund, the Schwab Global Real Estate Fund, and the Schwab Health Care Fund. Prior to joining Schwab in 2012, Ms. Li spent more than 10 years at Barclays Global Investors (now known as BlackRock) where she held a number of positions. From 2001 to 2009, she worked in various roles in the global advanced active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years. Ms. Li earned a doctorate in statistics from the University of California, Berkeley, a Master of Science in mathematics from Iowa State University, and a Bachelor of Science in computer science from the University of Science and Technology of China. She is a CFA® charterholder. | ||
| Jonas Svallin | Managing Director | 2012 | 2021 |
| ביוגרפיה | Jonas Svallin, CFA, Vice President and Head of Active Equities and leads the Active Equities portfolio management and research team. Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 until 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global). Prior to joining Algert, Mr. Svallin worked as a quantitative research associate at RCM Capital Management (now known as Allianz Global Investors) and a senior consultant at FactSet Research Systems. | ||
| Paul Alan Davis | Director | 2006 | 2013 |
| ביוגרפיה | Paul is currently responsible for managing the SER funds. He joined CSIM in 2003, where he has worked in different areas including quantitative research, performance, competitive analysis, and fund administration. Prior to joining CSIM, he worked for several advisory firms in different capacities, including portfolio management, trading and compliance. He earned a BA and MBA in Finance from California State University, Sacramento. He holds a CFA designation and Series 7 and Series 63 licenses. | ||
| Larry M. Mano | Managing Director | 2002 | 2013 |
| ביוגרפיה | 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. | ||
| Vivienne Hsu | Vice President | 2004 | 2012 |
| ביוגרפיה | Vivienne is part of the senior equity management team that overseas the eight Schwab Funds that utilize Schwab Equity Ratings®. Prior to joining Schwab, she was VP/portfolio manager and senior quantitative analyst at American Century Investment, where she co-managed the Income and Growth Fund, the Equity Growth Fund and the Small Company Fund. She previously served as a consultant at BARRA. She holds an MBA degree from the Haas School of Business at UC Berkeley and received her CFA designation in 2001. | ||
| Eric Thaller | Managing Director, Portfolio Manager | 2009 | 2010 |
| ביוגרפיה | Thaller is a managing director and portfolio manager for the Charles Schwab Investment Management, Inc (CSIM). Prior to joining the firm in January 2008, he worked for 12 years in quantitative analysis and asset management. | ||
| Jeffrey M. Mortimer | Director | 2004 | 2010 |
| ביוגרפיה | 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. | ||
כתבו דעתכם על Schwab Core Equity Fund™
האם אתה בטוח שאתה רוצה למחוק את הגרף?
מחק ביטול
האם להחליף את התרשים המצורף עם תרשים חדש?
החלף ביטול
הנחיות לכתיבת תגובות
הוסף גרף לתגובה
אשרו חסימה
האם אתם בטוחים שברצונכם לחסום את %USER_NAME%?
חסימה תמנע מהמשתמש %USER_NAME% לראות את ההודעות שלכם ב-Investing.com, ולהפך.
המשתמש %USER_NAME% התווסף בהצלחה אל רשימת החסומים
מכיוון שזה עתה בטלתם את חסימת משתמש זה, עליכם להמתין 48 שעות בטרם תוכלו לחדש את החסימה.
דווח/י על תגובה זו
לתחושתי, תגובה זו הנה:
התגובה סומנה
תודה רבה
הדיווח שלך נשלח למנהלי הפורום שלנו לבחינה