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Tutup

Schwab ® U.s. Mid-cap Index Fund (SWMCX)

Dana AS

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

62.110 +0.090 +0.15%

21/06 - Ditutup. Matawang dalam USD ( Penolak Tuntutan )

Jenis: Dana

Pasaran: Amerika Syarikat

Penerbit: Schwab Funds

Kelas Aset: Ekuiti

Penarafan Morningstar:
Jumlah Aset: 1.44B

Umum
Carta
- Carta penstriman
- Carta Interaktif
Teknikal
- Analisis Teknikal
Forum

Tinjauan SWMCX

Di laman ini anda akan mendapat profil terperinci Schwab ® U.s. Mid-cap Index Fund. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi SWMCX antara maklumat lain.

Kategori

Mid-Cap Blend

Jumlah Aset

1.44B

Perbelanjaan

0.04%

Tarikh Permulaan

Dis. 20, 2017

Maklumat Untuk Dihubungi

Alamat 101 Montgomery Street
San Francisco,CA 94104
United States

Telefon +1 8778245615

Web www.schwabfunds.com

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
Agnes Zau	Portfolio Manager	2023	now
Biografi	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	now
Biografi	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	now
Biografi	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	2017	now
Biografi	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
Biografi	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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