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Submitted URL: https://mkt.schwabassetmanagement.com/rs/153-HRY-194/images/MidYear_header
Effective URL: https://www.schwabassetmanagement.com/
Submission: On June 13 via api from US — Scanned from DE
Effective URL: https://www.schwabassetmanagement.com/
Submission: On June 13 via api from US — Scanned from DE
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Text Content
Skip to content ASSET MANAGEMENT * * Select a role * Anonymous * Advisor * Retirement professional * Personal investor Select a roleAdvisorRetirement professionalPersonal investor * MAIN NAVIGATION * About * * * ABOUT US * Learn how we advocate for investors and the professionals who serve them > * LOW-COST INDEX PHILOSOPHY * See why we strive to keep our index product expenses among the lowest in the industry > * FORM CRS * Form CRS highlights certain aspects of the nature of our investment advisory relationship with you > * * INVESTMENT STEWARDSHIP * Learn about the measured approach we take to promote long-term shareholder value > * OUR TEAM * Learn more about our experienced and dedicated team of professionals > * PRODUCTS AND SOLUTIONS OVERVIEW Take a quick tour of our evolving line of ETFs, mutual funds, and separately managed account strategies. Watch * Products * * * PRODUCTS * Learn about our straightforward lineup of core products and solutions > * PRODUCT FINDER * Get details on our investment products > * * PRODUCT TYPES * ETFs * Mutual funds * Collective investment trusts * Separately managed accounts * PRODUCT STRATEGIES * Index * Direct indexing * Strategic beta * Active * Fixed income * Multi-asset * Money market funds * * MONEY FUND YIELDS * View the latest money fund yields > * FEATURED TOPICS * Schwab 1000 Index® * Strategic beta investing: Fundamental Index® * Liquidity management * Income strategies * * PROSPECTUS & REPORTS * Find prospectuses and reports for our funds > * DATA SOURCES & DEFINITIONS * See data point definitions, index glossary, and data sources > * GOOD THINGS COME IN THREES? WE THINK SO. Schwab’s entire lineup of fixed income ETFs is now priced at only three basis points. Learn more * Insights & News * * * INSIGHTS & NEWS * Catch up on our thought leadership, research, and commentary > * PRESS RELEASES * Keep up to date on Charles Schwab Investment Management > * SPECIAL SECTIONS * Market commentary * Leadership insights * Investment insights * Wealth management * Chart in a Minute * Behavioral finance * Schwab Market Talk Replays * INSIGHTS BY TOPIC * Direct indexing * ETFs * Collective investment trusts * Fixed Income * Money market funds * Index * Multi-asset * SCHWAB MARKET TALK Advisors, join our monthly webcast series to get your market and economic questions answered by Schwab experts. Reserve your spot * Resources & Tools * * * RESOURCES & TOOLS * Look to us for education, tools, and information to help develop better outcomes for you and your clients > * DISTRIBUTIONS & TAX RESOURCES * View end-of-year capital gains distributions and tax information > * DOCUMENTS * Go to our library of useful documents that can help you learn about various products > * * EDUCATIONAL RESOURCES * Behavioral finance * ETF education * Portfolio construction * Women and investing * FINANCIAL TOOLS * Fee impact simulator * BEHAVIORAL FINANCE Strengthen client relationships, optimize investing outcomes and unlock the true potential of behavioral finance today. Learn more * Contact Us * * Select a role * Anonymous * Advisor * Retirement professional * Personal investor Select a roleAdvisorRetirement professionalPersonal investor ASSET MANAGEMENT Register THE ART AND SCIENCE OF BEHAVIORAL FINANCE Find insights and tools to unlock the power of behavioral finance, strengthen client relationships and optimize investing outcomes. Learn more SCHWAB MIDYEAR MARKET OUTLOOK What might the rest of 2024 hold for investors? Schwab experts offer their latest insights. Register now FIND A PRODUCT Use the filter to find the product you’re interested in and download important information, including pricing and performance. Fund Browse by fund type ETFsMutual FundsCollective Investment Trusts Browse by fund typeBrowse by fund type * ETFs * Mutual Funds * Collective Investment Trusts * No matches found Browse by asset class Asset AllocationFixed IncomeInternational EquitiesGlobal EquitiesMoney MarketReal EstateU.S. Equities Browse by asset classBrowse by asset class * Asset Allocation * Fixed Income * International Equities * Global Equities * Money Market * Real Estate * U.S. Equities * No matches found WE CHAMPION THE NEEDS OF INVESTORS IN ALL WE DO Schwab Asset Management offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. Operating through clients’ eyes and putting them at the center of our decisions for 30+ years, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. * Learn more about us MARKET VOLATILITY RESOURCES Performance and Reports ANNUAL RECONSTITUTION FEATURED CONTENT Keep up to speed on the market with insights, resources, and more. Investment Insights ADDRESSING CONCENTRATION RISK IN TODAY’S TECH-DRIVEN MARKET If your clients are concerned about potential concentration risk in today’s U.S. equity market, consider using this client-approved chart to strike up a conversation about Fundamental Index® strategies. May 22, 2024 10 THINGS TO KNOW ABOUT DIRECT INDEXING Jeff Brown, Director and Investment Portfolio Strategist supporting Schwab Asset Management®, highlights 10 important points about direct indexing that commonly emerge in our discussions with advisors – learnings that can help you explain and use direct indexing with your clients to ultimately achieve better outcomes. FEATURED INSIGHTS AND NEWS See our latest highlights. Press Releases SCHWAB ASSET MANAGEMENT ANNOUNCED INDEX AND FUND NAME CHANGES TO ITS FUNDAMENTAL INDEX ETF AND MUTUAL FUND FAMILY Today, March 13, 2024, Schwab Asset Management ® the asset management arm of The Charles Schwab Corporation announced index and fund name changes for the Schwab Fundamental Index* ETF and mutual fund suite, effective on or about June 21, 2024. Press Releases SCHWAB ASSET MANAGEMENT ANNOUNCES ZERO CAPITAL GAINS DISTRIBUTION FOR SCHWAB ETFS FOR 2023 Today, December 18, 2023, Schwab Asset Management ®, the asset management arm of The Charles Schwab Corporation, announced there will be no capital gains distributions for the 2023 tax year by any of the 30 exchange-traded funds (ETFs) in the Schwab ETF family. Press Releases SCHWAB ASSET MANAGEMENT REDUCES FEES ON TWO FIXED INCOME ETFS, PRICING ITS ENTIRE FIXED INCOME LINEUP AT THREE BASIS POINTS Today, September 25, 2023, Schwab Asset Management™, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider of ETFs, announced the reduction of operating expense ratios for the Schwab High Yield Bond ETF (SCYB) and the Schwab U.S. TIPS ETF (SCHP), bringing the fees for Schwab Asset Management’s entire lineup of fixed income ETFs to only three basis points. A CLOSER LOOK AT FUNDAMENTAL INDEX® Deepen your knowledge of Fundamental Index, an investment approach that can be used to help diversify portfolios and complement traditional market-capitalization index strategies. Explore this approach SCHWAB MARKET TALK Advisors, join our monthly webcast series to get your market and economic questions answered by Schwab experts Liz Ann Sonders, Kathy Jones and Jeffrey Kleintop. Reserve your spot > View Schwab Market Talk replays > Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can view and download a prospectus by visiting schwabassetmanagement.com/prospectus. Please read it carefully before investing. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, Shares of ETFs are not individually redeemable directly with the ETF. Shares of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV). The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®. 0623-3AX6 0624-7PMC Not FDIC Insured • No Bank Guarantee • May Lose Value Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO. © 2024 Charles Schwab Investment Management, Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. FOOTER INFORMATION LINKS * Contact Us * Careers * Site Map * CSIM Privacy * Site Usability This website uses cookies to offer you a better browsing experience. We require some cookies for the site to function properly. In addition, other cookies may be used with your consent to improve the user experience, analyze site usage, and for advertising. By clicking “Accept All Cookies,” you are agreeing to our use of functional, analytical and marketing cookies. Customize Cookie Settings Reject All Accept All Cookies Websites you visit, including ours, may store or retrieve information on or about your browser, mostly in the form of small files called cookies. Their primary purpose is to help ensure the site works as intended. Your privacy is important. We want to make sure you understand the kinds of cookies being used and make it easy for you to manage your preferences. See the details below. 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As one of the industry's largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. SELECT YOUR ROLE TO GET THE MOST RELEVANT EXPERIENCE. Advisor I advise clients or work on their behalf in asset management. Retirement professional I specialize in retirement services on behalf of my clients. Personal investor I'm not a financial professional. Continue with a limited experience Select a roleAdvisorRetirement professionalPersonal investor