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Advisor Information for SWCAX

Fund Inception02/24/1992
Name of IssuerSchwab Funds
Fund Advisor(s)Charles Schwab Investment Management Inc
Sub-Advisor(s)--

Fund Managers for SWCAX

John Khodarahmi
Portfolio Manager since 07/22/2015
John Khodarahmi is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Tax-Exempt Fixed Income Bond Funds and the Schwab Municipal Bond ETF. Prior to joining Schwab in 2015, Mr. Khodarahmi was a vice president and senior municipal trader at Eaton Vance Management for the firm’s tax-free bond funds. Previous to Eaton Vance, he was a vice president and portfolio manager at both Banc of America Montgomery Securities and Thomas Weisel Partners, managing corporate cash and high net worth portfolios. Prior to these roles, Mr. Khodarahmi was a municipal bond trader and underwriter for Fleet Securities, Inc. (now part of Bank of America). Mr. Khodarahmi earned a Master of Business Administration and a Bachelor of Science in finance from Boston University.
Jason Diefenthaler
Portfolio Manager since 12/17/2021
Jason Diefenthaler is a Managing Director and Head of Tax-Exempt Strategies for Schwab Asset Management. In this role, he is responsible for developing, managing, and implementing Schwab Asset Management’s tax-exempt fixed income investment strategies, including separately managed accounts, actively managed mutual funds, and exchange-traded funds (ETFs). Mr. Diefenthaler also leads the portfolio management team for the Wasmer SchroederTM Municipal Bond Strategies and is responsible for day-to-day co-management of several tax-free Schwab Funds®. Previously, Mr. Diefenthaler was the director of tax-exempt portfolio management at Wasmer Schroeder & Company, LLC (Schwab Asset Management became the investment adviser for Wasmer Schroeder Strategies in 2020). He oversaw all tax-exempt strategies and management of the Wasmer Schroeder High Yield Municipal Fund, which subsequently reorganized into the Schwab Opportunistic Municipal Bond Fund. Mr. Diefenthaler began his career with Wasmer Schroeder in 2000. He was a credit analyst before becoming a portfolio manager. Mr. Diefenthaler earned a Bachelor of Science in finance from Florida State University. He is a member of the Southern Municipal Finance Society and the National Federation of Municipal Analysts.