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اسعار
جميع أنواع الأدوات
- جميع أنواع الأدوات
- مؤشرات
- الأسهم
- الصناديق
- أموال
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- سندات
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برجاء استخدام كلمات أخرى للبحث
👀 اكتشف كيف ينتقي وارين بافيت أسهم رابحة تتفوق على إس آند بي 500 بـ 174.3% احصل على 40% خصم
(SWPPX) Schwab® S&P 500 Index Fund
إضافة إلى/حذف من محفظة
أضف محفظة
78.93
+0.99
+1.27%
النوع:
رأسمال
السوق:
الولايات المتحدة
المُصدر:
Schwab Funds
الأصل الأساسي:
S&P 500 TR
فئة الاصل:
سهم
- تقييم وكالة (مورننغستار):
- المجموع: 88.9B
Schwab S&P 500 Index
78.93
+0.99
+1.27%
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - SWPPX
تجد في هذه الصفحة تعريفًا تفصيليًا لـ Schwab® S&P 500 Index Fund. تعرف على أهم أعضاء الكادر الإداري لـSWPPX وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
الهاتف
+1 8778245615
الموقع الإلكتروني
www.schwabfunds.com
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Agnes Zau | Portfolio Manager | 2023 | الآن |
| السيرة الذاتية | 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 | الآن |
| السيرة الذاتية | 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 | الآن |
| السيرة الذاتية | 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 | الآن |
| السيرة الذاتية | 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 |
| السيرة الذاتية | 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. | ||
| David Rios | Portfolio Manager | 2015 | 2017 |
| السيرة الذاتية | David Rios, Portfolio Manager, has joined Charles Schwab Investment Management, Inc. in 2008 and became a Portfolio Manager in September 2014. Prior to this role, Mr. Rios served as an Associate Portfolio Manager on the Passive Equity Strategies team for four years. His first role with CSIM was as a trade operation specialist. He also previously worked as a senior fund accountant at Investors Bank & Trust (subsequently acquired by State Street Corporation). | ||
| Agnes Hong | Managing director | 2012 | 2017 |
| السيرة الذاتية | 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 | 2008 | 2014 |
| السيرة الذاتية | 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 | 2005 | 2013 |
| السيرة الذاتية | 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 | 2004 | 2010 |
| السيرة الذاتية | 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. | ||
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