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Nhận Ưu Đãi
Schwab Treasury Inflation Protected Securities Index Fund (SWRSX)
Thêm/Gỡ bỏ từ một Danh Mục
Thêm vào Danh Mục
10.23
-0.01
-0.10%
15/04 - Dữ Liệu Trì Hoãn. Tiền tệ tính theo USD
- Xếp Hạng Morningstar:
- Tổng Tài Sản: 2.51B
Schwab Treasury Infl Protected Secs Idx
10.23
-0.01
-0.10%
Tổng quan SWRSX
Đây là nơi bạn có thể tìm kiếm hồ sơ chuyên sâu về Schwab Treasury Inflation Protected Securities Index Fund. Tìm hiểu về các nhân sự quản lý chủ chốt, tổng tài sản, chiến lược đầu tư và thông tin liên hệ của SWRSX cùng nhiều thông tin khác.
Thông Tin Liên Lạc
Địa Chỉ
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
Điện thoại
+1 8778245615
Các Chuyên Viên Hàng Đầu
| Tên | Tiêu đề | Kể từ | Cho tới |
|---|---|---|---|
| Kasey McCurdy | Portfolio Manager | 2024 | bây giờ |
| Tiểu sử | Kasey McCurdy is a Portfolio Manager for Schwab Asset Management. He is a member of the team responsible for the management of the Schwab Taxable Bond Mutual Funds and Schwab Fixed-Income ETFs. His primary focus in on government securities. Prior to joining Schwab Asset Management in 2020, Mr. McCurdy was a portfolio manager for Schwab Managed Portfolios™ with Charles Schwab Investment Advisory, Inc. (CSIA), focused on the fixed income allocation for a multi-asset offer. Before this role, he was a fixed income research analyst in CSIA where he researched and monitored taxable and tax-exempt fixed income mutual funds for the Schwab recommendable lists. Prior to CSIA, Mr. McCurdy spent time as an investment consultant and a registered representative within Charles Schwab & Co., Inc. Mr. McCurdy earned a Master of Business Administration from the University of Chicago Booth School of Business and a Bachelor of Arts in commerce, organizations, and entrepreneurship from Brown University. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Colorado. | ||
| Mark R. McKissick | Senior Portfolio Manager | 2016 | bây giờ |
| Tiểu sử | Mark McKissick is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and the Schwab Fixed-Income ETFs. He is primarily responsible for the management and oversight of government securities and securitized products. Prior to joining Schwab in 2016, Mr. McKissick worked at Denver Investments for 17 years, most recently as a director of fixed income and portfolio manager. In this role he co-managed multiple bond strategies, as well as oversaw the firm’s fixed income business including the investment process, client service, and other administrative functions. He also served as a credit/security analyst from 1999 to 2005. Prior to that, he worked as a senior research analyst with Hotchkis & Wiley, a portfolio manager at Payden & Rygel, and a vice president in fixed income at Salomon Brothers. Mr. McKissick earned a Master of Business Administration with an emphasis in finance and international business from the University of Chicago and a Bachelor of Science in accounting and a Bachelor of Arts in economics from Oklahoma State University. He is a CFA® charterholder and is an inactive Certified Public Accountant (Ohio). | ||
| Matthew Hastings | Managing Director Head of Bond Index Strategies | 2006 | bây giờ |
| Tiểu sử | Matt Hastings is a Managing Director and Head of Bond Index Strategies for Schwab Asset Management. Mr. Hastings leads the portfolio management team for the Schwab Taxable Bond Mutual Funds and Schwab Fixed-Income ETFs. He also has overall responsibility for all aspects of the management of the funds. Prior to joining Schwab 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. Mr. Hastings earned a Bachelor of Arts in economics from the University of San Diego. He is a CFA® charterholder and is a member of the CFA Society of San Francisco and the CFA Institute. | ||
| Garret Herfkens | - | 2016 | 2018 |
| Steven Chan | Senior Portfolio Manager | 2008 | 2016 |
| Tiểu sử | Steven Chan is a Senior Trader for Schwab Asset Management. He supports taxable and tax-exempt bond strategies. Mr. Chan has been a fixed income trader since 2023 after serving as both a trader and portfolio manager with Schwab Asset Management since 2007. He has held a number of positions at the firm since beginning his tenure in 1996. His previous roles include managing the portfolio operations and analytics group and working as a senior manager in finance. Prior to joining Schwab, Mr. Chan was a manager of finance at GT Capital Management. Mr. Chan earned a Bachelor of Arts in managerial economics from the University of California, Davis. He is a CFA® charterholder and is a member of the CFA Society of San Francisco and the CFA Institute. | ||
| Brandon Matsui | Director | 2010 | 2016 |
| Tiểu sử | ■ Joined DWS Group GmbH & Co. KGaA in 2011 with 12 years of industry experience. ■ Fixed Income Portfolio Manager, Passive Asset Management: New York. Mr. Matsui is a Director with Deutsche Asset Management and has served as a Portfolio Manager in the Passive Asset Management business since 2016. Prior to joining the Passive Asset Management business, Mr. Matsui served as a Managing Director and Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM) where he was responsible for the day-to-day co-management of Schwab’s taxable bond funds and the Schwab Fixed-Income ETFs. Before joining CSIM in 2010, Mr. Matsui was an associate Portfolio Manager on the Beta Management team at BNY Mellon and an analyst in the portfolio analytics group at BlackRock Solutions. Mr. Matsui earned an MBA from the University of Hawaii, with an emphasis in Finance and a minor in Japanese. He is a CFA Charterholder and has earned the Financial Risk Manager (FRM) certification. ■ BS in History, University of California, Irvine | ||
| Alfonso Portillo | Managing Director | 2007 | 2012 |
| Tiểu sử | Alfonso Portillo, Jr. is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and Schwab Fixed-Income ETFs. His primary focus is securitized products. Prior to joining Schwab in 2007, Mr. Portillo worked for 10 years at Pacific Investment Management Company, most recently as a vice president and member of the mortgage and asset-backed portfolio management team. He has worked in fixed income asset management since 1996. Mr. Portillo earned a Master of Business Administration from Columbia Business School and the Berkeley Haas School of Business, and a Bachelor of Science in finance from the University of Southern California. | ||
| Steven Hung | Managing Director | 2006 | 2012 |
| Tiểu sử | Steven Hung is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and the Schwab Fixed-Income ETFs. He is primarily responsible for the management and oversight of corporate bonds with added responsibility of managing municipal bond index strategies. Mr. Hung has been a portfolio manager with Schwab Asset Management since 2005 and prior to that, served in various roles as an associate portfolio manager and trader since 1999. In 1998, he joined Charles Schwab & Co.’s management training program and worked as a clerk on the options trading floor of the Pacific Coast Stock Exchange. Mr. Hung earned a Bachelor of Arts in applied economics from the University of San Francisco. He is a member of the CFA Society of Colorado and the CFA Institute. | ||
| Jeffrey M. Mortimer | Director | 2008 | 2010 |
| Tiểu sử | 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. | ||
| Kimon Peter Daifotis | Senior Vice President | 2006 | 2008 |
| Tiểu sử | Kimon heads the fixed income portfolio management team and has overall responsibility for Schwab’s taxable and municipal bond and money market funds. Prior to joining CSIM in 1997, he worked at Lehman Brothers as VP and fixed income institutional salesman. Before Lehman, he served as a Sr portfolio manager for Barclays Global Investors. He became a CFA charter holder in 1995. He received an MBA from the University of Chicago in 1985 and a BA from Claremont McKenna College in 1981. | ||
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