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20.23
-0.02
-0.10%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 637.64M
Schwab Small-Cap Equity
20.23
-0.02
-0.10%
- Overview
- Profile
- Historical Data
- Holdings
Schwab Small-cap Equity Fund™ Overview
On this page you'll find an in-depth profile of Schwab Small-cap Equity Fund™. Learn about the key management, total assets, investment strategy and contact information of SWSCX among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund.
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 |
|---|---|---|---|
| Holly Emerson | - | 2022 | Now |
| Biography | Holly Emerson is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the Schwab Active Equity Mutual Funds. Prior to joining Schwab in 2014, Ms. Emerson spent nearly 10 years at Algert Coldiron Investors LLC (now known as Algert Global), a quantitative market-neutral hedge fund manager. She held a number of positions at Algert, including assistant portfolio manager and director of operations. In her various roles, she acted as the lead portfolio manager for the Canadian fund, conducted macroeconomic research, and managed relationships with prime brokerage investment banks. Ms. Emerson earned a Bachelor of Arts in economics from the University of California, Berkeley. She is a CFA® charterholder. | ||
| Iain Clayton | Senior Portfolio Manager | 2022 | Now |
| Biography | Iain Clayton is a Senior Portfolio Manager and Head of Quantitative Equity Portfolio Management for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Core Equity Fund, Schwab International Core Equity Fund, Schwab Health Care Fund, Schwab Small-Cap Equity Fund, and Schwab Global Real Estate Fund. Mr. Clayton also leads Schwab Asset Management’s quantitative investment management team. Prior to joining Schwab in 2013, Mr. Clayton spent more than five years at SSI Investment Management where he was a portfolio manager and the 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 and assistant portfolio manager. He has also worked as a quantitative research analyst at RCM Capital Management. Mr. Clayton earned a Master of Science in applied mathematics from the University of Southern California, a Master of Philosophy in economics from the University of Strathclyde, UK, and a Bachelor of Science in economics and politics from the University of Warwick, UK. He is a CFA® charterholder. | ||
| Wei Li | Senior Portfolio Manager | 2013 | Now |
| Biography | 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, Schwab Dividend Equity Fund, Schwab Small-Cap Equity Fund, the Schwab Global Real Estate Fund, and 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 |
| Biography | 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 |
| Biography | 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 | 2003 | 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. | ||
| Vivienne Hsu | Vice President | 2004 | 2011 |
| Biography | 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 |
| Biography | 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 |
| 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. | ||
| Geraldine Hom | Director, Portfolio Manager | 2003 | 2004 |
| Biography | Hom is director of equities and portfolio manager with Charles Schwab Investment Management, her employer since March 1995. Previously, she worked for Wells Fargo Nikko Investment Advisors for 10 years as a portfolio manager and manager of portfolio management for equity-index funds. She was also responsible for Wells Fargo's transactions-management services. She was also a systems analyst with Bank of America. Hom is a member of the Financial Women's Association. | ||
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