Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Schwab Fundamental Us Large Company Index Fund (SFLNX)
Add to/Remove from Watchlist
Add to Watchlist
25.44
+0.19
+0.75%
- Morningstar Rating:
- Total Assets: 8.26B
Schwab Fundamental US Large Company Idx
25.44
+0.19
+0.75%
- Overview
- Profile
- Historical Data
- Holdings
Schwab Fundamental Us Large Company Index Fund Overview
On this page you'll find an in-depth profile of Schwab Fundamental Us Large Company Index Fund. Learn about the key management, total assets, investment strategy and contact information of SFLNX among other information.
Investment Strategy
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI™ US Large Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI U.S. Large Company Index. The index measures the performance of the large company size segment by fundamental overall company scores (scores), which are created using as the universe the U.S. companies in the FTSE Global Total Cap Index (the parent index).
Contact Information
Address
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
Phone
+1 8778245615
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Agnes Zau | Portfolio Manager | 2023 | Now |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 | 2013 | Now |
| Biography | 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 |
| Biography | 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. | ||
| Jane Qin | Portfolio Manager | 2015 | 2017 |
| Biography | Jane Qin is a Portfolio Manager for Schwab Asset Management. Ms. Qin is a member of the team responsible for managing and designing scalable investment processes to deliver personalized direct indexing solutions. Prior to joining Schwab in 2012, Ms. Qin spent more than four years at The Bank of New York Mellon Corporation. During that time, Ms. Qin spent more than two years as an associate equity portfolio manager and nearly two years as a performance analyst. She also worked at Wells Fargo Funds Management as a mutual fund analyst and at CIGNA Reinsurance in the risk management group as a risk analyst. Ms. Qin earned a Master of Science in physics with a minor in mathematics from the University of Nebraska, and a Bachelor of Science in physics and applied mathematics from the University of Cape Town, South Africa. | ||
| Agnes Hong | Managing director | 2012 | 2017 |
| Biography | 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 | 2009 | 2014 |
| Biography | 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 | 2007 | 2013 |
| Biography | 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 | 2007 | 2010 |
| Biography | 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. | ||
Write your thoughts about Schwab Fundamental Us Large Company Index Fund
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review