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Schwab Fundamental International Small Equity Index Fund (SFILX)

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포지션 추가

포지션이 다음에 추가되었습니다:

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12.97 -0.10    -0.77%
13/11 - 지연 데이터. USD 통화
  • 모닝스타 평가:
  • 총 자산: 567.69M
종류:  펀드
시장:  미국
발행자:  Schwab Funds
자산등급:  주식
Schwab Fdmtl Intl Sm Co Idx 12.97 -0.10 -0.77%

SFILX 개요

 
이 페이지에서 Schwab Fundamental International Small Equity Index Fund에 대한 상세 프로필을_x0008_ 확인해 보세요. SFILX의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.
종류

Foreign Small/Mid Value

총 자산

567.69M

비용

0.39%

개시 날짜

39478

연락처

주소 101 Montgomery Street
San Francisco,CA 94104
United States
전화 +1 8778245615

최고 경영진

종목명 헤드라인 재직 시작연도 기간
Mariela Jobson Portfolio Manager 2024 now
전기 Mariela Jobson, Senior Portfolio Manager for Schwab Asset Management, is responsible for the day-to-day co-management of the fund. Prior to joining Schwab in 2023, Ms. Jobson worked at BlackRock Investments (formerly Barclays Global Investors) for 16 years as a senior portfolio manager and a team lead, where she managed all aspects of iShares exchange traded funds in global equity, preferred equity, and commodities. Most recently, she was responsible for leading a team of portfolio managers who managed domestic, developed, emerging and frontier markets covering market-cap, factor, ESG and thematic index strategies. Prior to BlackRock, she also worked as an associate equity analyst at Wedbush Morgan Securities and as an equity research analyst at ING Investments.
Joselle Duncan Portfolio Manager 2024 now
전기 Joselle Duncan, CFA, Portfolio Manager, is responsible for the day-to-day co-management of the fund. Prior to joining Schwab in 2022, Ms. Duncan worked at BlackRock, Inc. (formerly Barclays Global Investors) for over 20 years as a vice president and portfolio manager focused on international ETFs. Before that, she held several positions at BlackRock including portfolio manager for institutional and mutual funds, securities lending trader, and securities lending product specialist.
Jiwei Gu Portfolio Manager 2024 now
전기 Jiwei Gu, CFA, Portfolio Manager, is responsible for the day-to-day co-management of the fund. Ms. Gu joined the portfolio management team as an associate portfolio manager in 2018. Prior to joining Schwab, she spent four years at CoBank, most recently as an enterprise risk analyst performing bank-level loan portfolio credit risk analysis, data analytics, and risk management methodology research. Before that, Ms. Gu worked in commercial credit underwriting and capital markets supporting lending activi
Christopher Bliss Senior Portfolio Manager 2017 now
전기 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.
David Rios Portfolio Manager 2017 now
전기 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).
Chuck Craig Managing Director 2017 2023
전기 Chuck Craig, CFA, is s Senior Portfolio Manager for Charles Schwab Investment Management, Inc. Prior to joining CSIM in 2012, Mr. Craig worked at Guggenheim Funds (formerly Claymore Group), where he spent over five years as a managing director of portfolio management & supervision, and three years as vice president of product research and development. Prior to that, he worked as an equity research analyst at First Trust Portfolios (formerly Niké Securities), and a trader and analyst at PMA Securities, Inc.
Jane Qin Portfolio Manager 2015 2022
전기 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.
Ferian Juwono Managing Director 2013 2017
전기 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.
Agnes Hong Managing director 2012 2017
전기 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
전기 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.
의견 지침

의견을 통해 다른 사용자들과 교류하고, 관점을 공유하고, 저자와 서로 간에 의문점을 제시하시기를 바랍니다. 하지만, 저희 모두가 기대하고 소중히 여기는 높은 수준의 담화를 유지하기 위해, 다음과 같은 기준을 기억하시기 바랍니다:

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  • 주제에 집중하기. 토론 주제와 관련된 것만 게시합니다
  • 존중하기. 부정적인의견도 긍정적이고 세련되게 표현할 수 있습니다.
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  • 대화를 독점하지 마십시오열정과 소신에 감사드립니다. 다만 다른 분들에게도 자신의 생각을 표현할 기회를 드리고자 합니다. 의견은 간결하고 사려 깊게 제시하시고 다른 사람이 불편해 할 수 있음으로 같은 의견을 되풀이하지 마시기 바랍니다. 이야기나 포럼을 독차지하는 사람에 대한 불만이 접수될 경우, 해당 사이트에서 그 사람을 금지할 수 있습니다.
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SFILX 코멘트

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