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Schwab Markettrack Growth Portfolio Ii (0P00003CZM)

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Schwab MarketTrack Growth Portfolio II historical data, for real-time data please try another search

7.870 0.000 0.00%

23/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 20.64M

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0P00003CZM Overview

On this page you'll find an in-depth profile of Schwab Markettrack Growth Portfolio Ii. Learn about the key management, total assets, investment strategy and contact information of 0P00003CZM among other information.

Contact Information

Address 101 Montgomery Street
San Francisco,CA 94104
United States

Phone +1 8778245615

Web www.schwab.com

Top Executives

Name	Title	Since	Until
Zifan Tang	Managing Director and Head of Asset Allocation Strategies	2012	2018
Biography	Zifan Tang, Ph.D., CFA, Managing Director and Senior Portfolio Manager, leads the portfolio management team and has overall responsibility for all aspects of the management of the funds. Prior to joining CSIM in 2012, Ms. Tang was a product manager at Thomson Reuters and, from 1997 to 2009, worked as a portfolio manager at Barclays Global Investors, which was subsequently acquired by BlackRock.
Jake M. Gilliam	Research Associate	2011	2012
Biography	Jake Gilliam is a Senior Multi-Asset Class Portfolio Strategist for Charles Schwab & Co., Inc. supporting Charles Schwab Investment Management Inc.’s (CSIM) Asset Allocation and Sub-Advisor Oversight Committees. He contributes to strategic decisions for all multi-asset class portfolios as well as several single asset-class portfolios within CSIM and for the Schwab Bank Collective Trust Funds. He works closely with the Chief Investment Officers, Portfolio Managers, Research, and Sub-Advisor Oversight teams on a frequent basis. Mr. Gilliam also represents CSIM’s multi-asset class strategies to the institutional marketplace, clients, and the media. Previously, he was the day-to-day Senior Portfolio Manager for Schwab Bank’s Collective Trust Funds and Head of Sub-Advisor oversight for CSIM. Additionally, Mr. Gilliam served as interim Head of Asset Allocation and Portfolio Manager for CSIM’s Multi-Asset Class funds. Mr. Gilliam also developed the Schwab Corporate and Retirement Services Institutional Investment Analyst team and oversaw the due diligence process for maintaining the Schwab Focus List™. Earlier in his career, he also worked as a sell-side Equity Research Associate covering the food retail and restaurant industries. Mr. Gilliam earned a Bachelor of Business Administration in Finance from Ohio University, and is a board member of the Ohio University College of Business Finance Advisory Council. He is a CFA® charterholder and a member of the CFA Society of Cleveland. He has earned the Accredited Investment Fiduciary® (AIF) designation, awarded by the Center for Fiduciary Studies, University of Pittsburgh. He holds Series 7 and 66 licenses.
Daniel S. Kern	-	2008	2011
Biography	Daniel is responsible for establishing and driving the overall company strategy for Advisor Partners, and oversees all aspects of company operations. As CIO, he establishes the investment philosophy and process for Advisor Partners. Prior to joining Advisor Partners, Daniel was Managing Director and Portfolio Manager for Charles Schwab Investment Management. He managed asset allocation funds, including target funds, from October 2008 to July 2011. Daniel's leadership postions at Schwab prior to October 2008 included heading product development and serving as CFO of a fund company. Prior to Schwab, he was Managing Director and Principal for Montgomery Asset Management. Daniel is a graduate of Brandeis University and earned his MBA in Finance from the University of California, Berkeley. He is a CFA Charterholder and a former President of the CFA Society of San Francisco.
Ron Toll	Portfolio Manager	2009	2010
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	2009	2010
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.
Caroline Lee-Tsao	Portfolio Manager	2008	2009
Biography	Ms. Lee-Tsao is the Senior Investment Strategist for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since August 2013. Ms. Lee-Tsao has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, Ms. Lee-Tsao managed multi-manager funds at Progress Investment Management Company from July 2011 to July 2013 and at Charles Schwab Investment Management from October 2005 until May 2011.
Steven Hung	Managing Director	2005	2009
Biography	Steven Hung, Managing Director and Senior Portfolio Manager, is responsible for the day-to-day co-management of each of the funds. His primary focus is corporate bonds. Prior to joining CSIM in 1999, Mr. Hung was an associate in Schwab’s management training program for nine months. In that role, he worked as a clerk on the Options Trading Floor of the Pacific Coast Stock Exchange.
Matthew Hastings	Vice President	2005	2009
Biography	Matthew Hastings, CFA, Vice President and Head of Taxable Bond Strategies, leads the portfolio management team for Schwab’s taxable bond funds and the Schwab Fixed Income ETFs. He also has overall responsibility for all aspects of the management of the funds. Prior to joining Charles Schwab Investment Management in 1999, Mr. Hastings was in fixed-income sales and trading at Lehman Brothers. He has worked in the fixed-income securities industry since 1996. Hastings holds the Chartered Financial Analyst designation.
Larry M. Mano	Managing Director	2004	2009
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.
Tom Brown	Assistant Portfolio Manager	2004	2007
Biography	Brown is an assistant portfolio manager of Charles Schwab Investment Management, he joined Schwab's Electronic Brokerage business in 1995, moved to Charles Schwab Investment Management as a trader in 1999, and was named to his current position in 2004.

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