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ASSET MANAGEMENT

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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 >
       
       
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           advisory relationship with you >
     
     
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     * * MONEY FUND YIELDS
         
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     * GOOD THINGS COME IN THREES? WE THINK SO.
       
       Schwab’s entire lineup of fixed income ETFs is now priced at only three
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ASSET MANAGEMENT

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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.

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SCHWAB MIDYEAR MARKET OUTLOOK

What might the rest of 2024 hold for investors? Schwab experts offer their
latest insights.

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FIND A PRODUCT

Use the filter to find the product you’re interested in and download important
information, including pricing and performance.

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Browse by fund type ETFsMutual FundsCollective Investment Trusts
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Browse by asset class Asset AllocationFixed IncomeInternational EquitiesGlobal
EquitiesMoney MarketReal EstateU.S. Equities
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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.





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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
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