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Schwab ® U.s. Large-cap Growth Index Fund (SWLGX)
Toevoegen/Verwijderen van een Portfolio
Aan volglijst toevoegen
123,310
+0,150
+0,12%
14/02 - Vertraagde Data. Valuta in USD
- Beoordeling Morningstar:
- Totale activa: 3,44B
Schwab U.S. Large-Cap Growth Index Fund
123,310
+0,150
+0,12%
- Overzicht
- Profiel
- Historische data
- Participaties
SWLGX Overzicht
Op deze pagina vindt u een uitgebreid profiel van Schwab ® U.s. Large-cap Growth Index Fund. Kom meer te weten over onder meer het senior management, de totale activa, de investeringsstrategie en de contactgegevens van SWLGX.
Contact Informatie
Adres
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
Telefoon
+1 8778245615
Topmanagers
| Naam | Titel | Sinds | Tot |
|---|---|---|---|
| Agnes Zau | Portfolio Manager | 2023 | now |
| Biografie | 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 | now |
| Biografie | 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 | now |
| Biografie | 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 | 2017 | now |
| Biografie | 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 |
| Biografie | 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. | ||
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