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Advisor Information for SWRSX

Fund Inception03/31/2006
Name of IssuerSchwab Funds
Fund Advisor(s)Charles Schwab Investment Management Inc
Sub-Advisor(s)--

Fund Managers for SWRSX

Matthew Hastings
Portfolio Manager since 03/31/2006
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.
Mark McKissick
Portfolio Manager since 12/15/2016
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).
Kasey McCurdy
Portfolio Manager since 12/20/2024
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.