CHARLES SCHWAB INVESTMENT MANAGEMENT - History of Changes


DateDescription
2023-10-19 delete otherexecutives Ned Seitler
2023-10-19 delete personal_emails ne..@schwab.com
2023-10-19 delete email ne..@schwab.com
2023-10-19 delete person Ned Seitler
2023-10-19 delete phone 516-584-6861
2023-09-11 delete person Sabya Sinha
2023-09-11 delete product_pages_linkeddomain acsitefactory.com
2023-08-09 delete email sc..@schwab.com
2023-08-09 delete person Chuck Craig
2023-08-09 delete product_pages_linkeddomain schwabfunds.com
2023-08-09 insert person Chris Nagao
2023-08-09 insert person Elizabeth Xie
2023-08-09 insert person Jim Hester
2023-08-09 insert person Joselle Duncan
2023-08-09 insert person Mathew Petty
2023-08-09 insert product_pages_linkeddomain acsitefactory.com
2023-08-09 update person_title Linda Klingman: Managing Director and Head of Money Market Strategies => Head of Money Market Strategies
2023-08-09 update website_status FlippedRobots => OK
2023-07-12 update website_status OK => FlippedRobots
2023-04-27 delete index_pages_linkeddomain aboutschwab.com
2023-04-27 delete person Daniel Piquet
2023-04-27 delete ticker_symbol BR
2023-04-27 insert about_pages_linkeddomain bynder.com
2023-03-26 delete managingdirector Greg Laurence
2023-03-26 delete personal_emails br..@schwab.com
2023-03-26 delete personal_emails jo..@schwab.com
2023-03-26 insert otherexecutives Abbas Hussain
2023-03-26 insert otherexecutives Chris Jacobs
2023-03-26 insert otherexecutives Paula Boyd
2023-03-26 insert personal_emails ab..@schwab.com
2023-03-26 insert personal_emails ca..@schwab.com
2023-03-26 insert personal_emails ch..@schwab.com
2023-03-26 insert personal_emails ju..@schwab.com
2023-03-26 insert personal_emails pa..@schwab.com
2023-03-26 delete contact_pages_linkeddomain bynder.com
2023-03-26 delete email br..@schwab.com
2023-03-26 delete email jo..@schwab.com
2023-03-26 delete person Brendan Coleman
2023-03-26 delete person Joe Cali
2023-03-26 delete person RIA Representatives
2023-03-26 delete phone 720-418-5097
2023-03-26 delete phone 720-418-5179
2023-03-26 delete phone 781-591-3366
2023-03-26 insert email ab..@schwab.com
2023-03-26 insert email ca..@schwab.com
2023-03-26 insert email ch..@schwab.com
2023-03-26 insert email ju..@schwab.com
2023-03-26 insert email pa..@schwab.com
2023-03-26 insert email sc..@schwab.com
2023-03-26 insert index_pages_linkeddomain aboutschwab.com
2023-03-26 insert person Abbas Hussain
2023-03-26 insert person Carolyn Vaeth
2023-03-26 insert person Chris Jacobs
2023-03-26 insert person Julia Robichaud
2023-03-26 insert person Paula Boyd
2023-03-26 insert phone 312-213-5292
2023-03-26 insert phone 312-260-9098
2023-03-26 insert phone 312-517-4394
2023-03-26 insert phone 415-667-6308
2023-03-26 insert phone 631-741-9451
2023-03-26 insert phone 720-601-2958
2023-03-26 update person_title Amos Robinson: Head of Sales and Client Engagement => Head of Wealth and Asset Management Solutions
2023-03-26 update person_title Greg Laurence: Member of the RIA Management Team; Managing Director => Director, Head of RIA Distribution
2023-02-23 delete otherexecutives Joe Wraga
2023-02-23 delete otherexecutives Mark Branish
2023-02-23 delete otherexecutives Mike Harrington
2023-02-23 delete index_pages_linkeddomain brainshark.com
2023-02-23 delete source_ip 184.87.176.236
2023-02-23 insert person Ryan Hook
2023-02-23 insert source_ip 104.106.196.175
2023-02-23 update person_title Gail Goulet: null => Director, Head of National Accounts Institutional Sales
2023-02-23 update person_title Joe Tedesco: null => Director, National Accounts Institutional Sales
2023-02-23 update person_title Joe Wraga: Regional Sales Director => Director, Consultant Relations and Field Sales
2023-02-23 update person_title Mark Branish: Regional Sales Director => Director, Consultant Relations and Field Sales
2023-02-23 update person_title Mike Harrington: Regional Sales Director => Director, Head of Consultant Relations and Field Sales
2023-01-22 insert person Brian Enkhbat
2023-01-22 insert person Erika Rodriguez
2023-01-22 insert person Jonathan Day
2022-12-21 insert chieflegalofficer Catherine MacGregor
2022-12-21 insert cmo Angel Romero
2022-12-21 insert otherexecutives Jessica Seidlitz
2022-12-21 delete source_ip 23.43.64.79
2022-12-21 insert person Angel Romero
2022-12-21 insert person Catherine MacGregor
2022-12-21 insert person James Ferrarelli
2022-12-21 insert person Jessica Seidlitz
2022-12-21 insert person Michael F. Hogan
2022-12-21 insert person Tammi Torgler
2022-12-21 insert source_ip 184.87.176.236
2022-12-21 update person_title Amos Robinson: Managing Director, Head of Sales and Client Engagement => Head of Sales and Client Engagement
2022-12-21 update person_title Bill McMahon: Managing Director and Chief Investment Officer of Active Equity Strategies => CIO of Active Equity Strategies
2022-12-21 update person_title Brett Wander: Managing Director and Chief Investment Officer of Fixed Income and Tactical Solutions => CIO of Fixed Income and Tactical Solutions
2022-12-21 update person_title Erika Doede: Managing Director, Head of Business Strategy and Development => Head of Business Strategy and Development
2022-12-21 update person_title Patrick Cassidy: Managing Director and Head of Trading, Capital Markets, and Credit and Proxy Research => Head of Trading, Capital Markets, and Credit and Proxy Research
2022-11-19 delete otherexecutives Greg Laurence
2022-11-19 insert managingdirector Greg Laurence
2022-11-19 insert otherexecutives Tyson Schwartz
2022-11-19 insert personal_emails ty..@schwab.com
2022-11-19 delete person Brandon Cromer
2022-11-19 delete person Emily Riddell
2022-11-19 delete source_ip 104.84.77.245
2022-11-19 insert email ty..@schwab.com
2022-11-19 insert person RIA Representatives
2022-11-19 insert person Tyson Schwartz
2022-11-19 insert phone 720-418-4251
2022-11-19 insert source_ip 23.43.64.79
2022-11-19 update person_title Greg Laurence: Sales Management; Director => Member of the RIA Management Team; Managing Director
2022-11-19 update person_title John Majoros: Co - Head of Wasmer Schroeder Taxable Bond Strategies and a Senior Portfolio Manager => Co - Head of Taxable SMA Strategies and Senior Portfolio Manager
2022-11-19 update person_title Tom Richmond: Co - Head of Wasmer Schroeder Taxable Bond Strategies and Senior Portfolio Manager => Co - Head of Taxable SMA Strategies and Senior Portfolio Manager
2022-10-19 delete otherexecutives Paul Scudellari
2022-10-19 delete otherexecutives Sam Lashin
2022-10-19 delete personal_emails sa..@schwab.com
2022-10-19 insert personal_emails gr..@schwab.com
2022-10-19 delete address P.O. Box 219647 Kansas City, MO 64121-9647
2022-10-19 delete address P.O. Box 219975 Kansas City, MO 64121-9975
2022-10-19 delete email pa..@schwab.com
2022-10-19 delete email sa..@schwab.com
2022-10-19 delete person Paul Scudellari
2022-10-19 delete person Sam Lashin
2022-10-19 delete phone 239-263-6877
2022-10-19 delete phone 404-364-3072
2022-10-19 delete phone 800-407-0256
2022-10-19 delete phone 800-435-4000
2022-10-19 delete phone 800-447-3332
2022-10-19 delete source_ip 104.86.133.134
2022-10-19 insert email gr..@schwab.com
2022-10-19 insert source_ip 104.84.77.245
2022-10-19 update person_title Jason Diefenthaler: Senior Portfolio Manager and Co - Head for the Schwab Municipal Bond Funds => Head of Tax - Exempt Strategies
2022-10-19 update primary_contact P.O. Box 219647 Kansas City, MO 64121-9647 => null