The fastest growing investment fund managed by U.S. asset management company Charles Schwab was the Schwab Fundamental US Small Company Index Fund. In the 12 months up to September 1, 2021, the mutual fund generated an annual return of 62.35 percent. Schwab's fastest growing exchange traded fund (ETF) was also the Schwab Fundamental US Small Co. Index ETF, which grew at 55.23 percent.
Investment funds owned by Charles Schwab globally which grew the fastest over the year through September 1, 2021, by one year return
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Other statistics that may interest you Mutual fund and ETF providers in the United States
Overview
8
- Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
- Basic Statistic Total net assets of US-based mutual funds worldwide 1998-2022
- Basic Statistic Total net assets of ETFs in the U.S. 2002-2022
- Premium Statistic Leading fund managers worldwide 2024, by AUM
- Premium Statistic Leading providers of ETFs in the U.S. 2023, by assets
- Premium Statistic Largest mutual funds worldwide in May 2024, by net assets
- Premium Statistic Largest ETFs in the U.S. in July2022, by assets under management
- Premium Statistic Top ETF inflows listed in the U.S. 2023, by weekly flows
Assets of leading providers
5
- Premium Statistic Total assets under management of BlackRock 2008-2024
- Basic Statistic Assets under management of Vanguard 1975-2024
- Premium Statistic Assets under management of Fidelity by type 2022
- Basic Statistic Total assets under management of State Street, 2010-2023
- Premium Statistic Total client assets managed Charles Schwab 2013-2022
Asset class distribution
7
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2022, by fund type
- Basic Statistic Distribution of investment fund assets in the U.S. 2022, by asset class
- Premium Statistic Assets under management of BlackRock 2014-2022, by asset class
- Basic Statistic Discretionary assets under management of Fidelity by asset class 2021
- Premium Statistic Assets under management of State Street by asset class 2019-2022
- Premium Statistic Distribution of Charles Schwab's AUM by asset class 2016-2022
- Premium Statistic Net industry funds flow for investment funds in the U.S.2021, by asset class
Product distribution
5
- Premium Statistic Active vs passive investment funds in the U.S. 2012 and 2022, by type
- Premium Statistic Assets under management of BlackRock 2022, by investment style and client type
- Premium Statistic Assets under management share of State Street by investment approach 2021
- Premium Statistic Distribution of Charles Schwab's AUM by business 2016-2022
- Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
Largest funds
5
- Premium Statistic Largest BlackRock equity ETFs worldwide in July 2023, by net AUM
- Premium Statistic Largest Vanguard investment funds worldwide in May 2024, by net assets
- Premium Statistic Largest Fidelity investment funds worldwide in May 2024, by net assets
- Premium Statistic Largest State Street investment funds worldwide in November 2022, by net assets
- Premium Statistic Largest Charles Schwab investment funds worldwide in October 2022, by net assets
Fastest growing funds
5
- Basic Statistic BlackRock's, leading global investment funds February 2024, by NAV average return
- Premium Statistic Top performing investment funds owned by Vanguard worldwide 2024, by one-year return
- Premium Statistic Fastest growing Fidelity funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing State Street funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing Charles Schwab funds worldwide in September 2021, by one year return
Consumer behavior
6
- Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2022
- Basic Statistic Net issuance of ETF shares in the U.S. 2006-2022
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2022
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2022
- Premium Statistic Share of households owning mutual funds in the U.S. 2022, by age of household head
- Premium Statistic Share of households investing in mutual funds in the U.S. 2021, by household income
Further related statistics
17
- Value of assets managed by ETFs in the U.S. 2010-2016, by asset class
- Leading inverse and leveraged ETPs in the U.S. 2016, by performance
- Market share of leading providers of ETFs in Europe 2016
- Leading non-leveraged ETPs in the U.S. 2016, by performance
- Number of ETFs worldwide 2016, by asset class
- Value of assets managed by global ETFs 2010-2017, by region
- Leading providers of ETFs in Europe in 2017, by assets
- Market share of largest issuers of ETFs in the U.S. 2023
- Value of assets managed by U.S. ETFs 2003-2017
- Total Expense Ratio of ETFs in the U.S. 2016, by asset class
- Leading physically-backed commodity ETFs worldwide by total AUM December 2022
- Number of outstanding ETFs in China 2004-2018
- AUM share of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- Amphenol revenue worldwide 2014-2023
- Global change in power generation from gas by region 2019
- Global climate change litigation cases by country 2017
- Revenue share of the mechanical engineering market by region 2020
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Statistics
- Value of assets managed by ETFs in the U.S. 2010-2016, by asset class
- Leading inverse and leveraged ETPs in the U.S. 2016, by performance
- Market share of leading providers of ETFs in Europe 2016
- Leading non-leveraged ETPs in the U.S. 2016, by performance
- Number of ETFs worldwide 2016, by asset class
- Value of assets managed by global ETFs 2010-2017, by region
- Leading providers of ETFs in Europe in 2017, by assets
- Market share of largest issuers of ETFs in the U.S. 2023
- Value of assets managed by U.S. ETFs 2003-2017
- Total Expense Ratio of ETFs in the U.S. 2016, by asset class
- Leading physically-backed commodity ETFs worldwide by total AUM December 2022
- Number of outstanding ETFs in China 2004-2018
- AUM share of ETFs and L&I products in Hong Kong H1 2019, by underlying asset type
- Amphenol revenue worldwide 2014-2023
- Global change in power generation from gas by region 2019
- Global climate change litigation cases by country 2017
- Revenue share of the mechanical engineering market by region 2020
Statista. (September 3, 2021). Investment funds owned by Charles Schwab globally which grew the fastest over the year through September 1, 2021, by one year return [Graph]. In Statista. Retrieved May 13, 2024, from https://www.statista.com/statistics/1261590/fastest-growing-state-street-funds-worldwide/
Statista. "Investment funds owned by Charles Schwab globally which grew the fastest over the year through September 1, 2021, by one year return." Chart. September 3, 2021. Statista. Accessed May 13, 2024. https://www.statista.com/statistics/1261590/fastest-growing-state-street-funds-worldwide/
Statista. (2021). Investment funds owned by Charles Schwab globally which grew the fastest over the year through September 1, 2021, by one year return. Statista. Statista Inc.. Accessed: May 13, 2024. https://www.statista.com/statistics/1261590/fastest-growing-state-street-funds-worldwide/
Statista. "Investment Funds Owned by Charles Schwab Globally Which Grew The Fastest over The Year through September 1, 2021, by One Year Return." Statista, Statista Inc., 3 Sep 2021, https://www.statista.com/statistics/1261590/fastest-growing-state-street-funds-worldwide/
Statista, Investment funds owned by Charles Schwab globally which grew the fastest over the year through September 1, 2021, by one year return Statista, https://www.statista.com/statistics/1261590/fastest-growing-state-street-funds-worldwide/ (last visited May 13, 2024)
Investment funds owned by Charles Schwab globally which grew the fastest over the year through September 1, 2021, by one year return [Graph], Statista, September 3, 2021. [Online]. Available: https://www.statista.com/statistics/1261590/fastest-growing-state-street-funds-worldwide/