Fund Inception | 07/03/2000 |
Name of Issuer | Schwab Funds |
Fund Advisor(s) | Charles Schwab Investment Management Inc |
Sub-Advisor(s) | -- |
Fund Managers for SWHFX
Wei Li
Portfolio Manager since 06/14/2013
Wei Li is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the Schwab International Core Equity Fund, Schwab Dividend Equity Fund, Schwab Small-Cap Equity Fund, the Schwab Global Real Estate Fund, and Schwab Health Care Fund.
Prior to joining Schwab in 2012, Ms. Li spent more than 10 years at Barclays Global Investors (now known as BlackRock) where she held a number of positions. From 2001 to 2009, she worked in various roles in the global advanced active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years.
Ms. Li earned a doctorate in statistics from the University of California, Berkeley, a Master of Science in mathematics from Iowa State University, and a Bachelor of Science in computer science from the University of Science and Technology of China. She is a CFA® charterholder.
Iain Clayton
Portfolio Manager since 02/27/2015
Iain Clayton is a Senior Portfolio Manager and Head of Quantitative Equity Portfolio Management for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Core Equity Fund, Schwab International Core Equity Fund, Schwab Health Care Fund, Schwab Small-Cap Equity Fund, and Schwab Global Real Estate Fund. Mr. Clayton also leads Schwab Asset Management’s quantitative investment management team.
Prior to joining Schwab in 2013, Mr. Clayton spent more than five years at SSI Investment Management where he was a portfolio manager and the director of quantitative research. In these roles, Mr. Clayton co-managed multiple investment strategies and developed quantitative models and valuation approaches. From 2004 to 2008, he worked as a portfolio manager and director at RCM Capital Management (now known as Allianz Global Investors) and helped manage various equity portfolios and developed fundamental-based stock selection models. Prior to that, he was a vice president at Eureka Investment Advisors for almost three years, and also served as a senior quantitative analyst and assistant portfolio manager. He has also worked as a quantitative research analyst at RCM Capital Management.
Mr. Clayton earned a Master of Science in applied mathematics from the University of Southern California, a Master of Philosophy in economics from the University of Strathclyde, UK, and a Bachelor of Science in economics and politics from the University of Warwick, UK. He is a CFA® charterholder.