Schwab ETFs
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More ways to diversify with ETFs.

When you’re building a diversified portfolio, choice is everything.

 

Two approaches to ETF investing.

Schwab ETFs include ETFs that use two different approaches to ETF investing.

 

Market-Cap Index ETFs - Stocks are selected and weighted based on the size of their market capitalization—basically the total market value of a company’s shares.

 

Fundamental Index® ETFs - Stocks are selected and weighted based on three fundamental measures of company size — a company’s adjusted average sales, cash flow, and dividends plus buybacks.

 

Consider using both market-cap index ETFs and Fundamental Index ETFs when building your portfolio for broader diversification.  

 

A range of asset types.

Schwab ETFs are available across three core asset classes:

• Domestic equities

• International equities

• Bonds

This means you can easily access a variety of core investing categories and enjoy broad market exposure within each.      

 

Greater ETF value.

Using Schwab ETFs as part of your diversification strategy can help keep your investing costs down.  

 

Low expense ratios.

Schwab ETFs have some of the lowest expense ratios in the industry.  

View market-cap ETF expense ratio comparison chart 

 

$0 online trades.

Schwab ETFs trade commission-free online through your Schwab account.*

Market-Cap Index ETFs
Symbol ETF Name Index Expense Ratio
SCHB Schwab US Broad Market ETF™ Dow Jones U.S. Broad Stock Market Index 0.04%
SCHX Schwab US Large-Cap ETF™ Dow Jones U.S. Large-Cap Total Stock Market Index 0.04%
SCHG Schwab US Large-Cap Growth ETF™ Dow Jones U.S. Large-Cap Growth Total Stock Market Index 0.07%
SCHV Schwab US Large-Cap Value ETF™ Dow Jones U.S. Large-Cap Value Total Stock Market Index 0.07%
SCHD Schwab US Dividend Equity ETF™ Dow Jones US Dividend 100™ Index 0.07%
SCHM Schwab US Mid Cap ETF™ Dow Jones U.S. Mid-Cap Total Stock Market Index 0.07%
SCHA Schwab US Small-Cap ETF™ Dow Jones U.S. Small-Cap Total Stock Market Index 0.08%
SCHH Schwab US REIT ETF™ Dow Jones U.S. Select REIT Index 0.07%
SCHF Schwab Strategic Trust™ FTSE Developed ex-US Index 0.08%
SCHC Schwab US Large Cap Etf™ FTSE Developed Small Cap ex-US Liquid Index 0.19%
SCHE Schwab Emerging Markets Equity ETF™ FTSE Emerging Index 0.14%
Fundamental Index® ETFs
Symbol ETF Name Index Expense Ratio
FNDB Schwab Fundamental US Broad Market Index ETF Russell Fundamental U.S. Index 0.32%
FNDX Schwab Fundamental US Large Company Index ETF Russell Fundamental U.S. Large Company Index 0.32%
FNDA Schwab Fundamental US Small Company Index ETF Russell Fundamental U.S. Small Company Index 0.32%
FNDF Schwab Fundamental Intl Large Company Index ETF Russell Fundamental Developed ex-US Large Company Index 0.32%
FNDC Schwab Fundamental Intl Small Company Index ETF Russell Fundamental Developed ex-US Small Company Index 0.46%
FNDE Schwab Fundamental EM Large Company Index ETF Russell Fundamental Emerging Markets Large Company Index 0.46%

Domestic Equity ETFs
Dow Jones is the index provider for the Schwab Domestic ETFs. Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best-known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income, total-portfolio and alternative indexes, including measures of the hedge fund, real estate and commodity markets. Dow Jones indexes are maintained according to clear, unbiased and systematic methodologies that are fully integrated within index families. Detailed information may be found at www.djindexes.com.

International Equity ETFs
FTSE Group (FTSE) is the index provider for the Schwab International ETFs. FTSE is a world-leader in the creation and management of over 120,000 equity, bond and alternative asset class indices. FTSE indices are used extensively by a range of investors such as consultants, asset owners, fund managers, investment banks, stock exchanges and brokers. With offices in London, Frankfurt, Hong Kong, Beijing, Boston, Shanghai, Madrid, Paris, New York, San Francisco, Sydney and Tokyo, FTSE Group works with partners and clients in 77 countries worldwide. Detailed information may be found at www.ftse.com.

Fixed Income ETFs
The Barclays Indices platform offers market leading benchmarks and alpha generating index products to meet the diverse needs of global investors including investment and market analysis of both alpha and beta sources, portfolio benchmarking and performance measurement, asset allocation, and the creation of index tracking funds and index based structured products. Through its beta/benchmark platform, Barclays is the leading provider of fixed income, inflation-linked, and swaps indices offering unmatched market coverage and a full suite of customized client solutions for benchmarking and informational needs. Detailed information may be found at www.barcap.com/indices

Fundamental Index ETFs
With over four decades of experience researching and selecting investment managers, Russell is a global financial services organization offering capital markets insights, manager research, portfolio construction, portfolio implementation and indexes. The firm has grown its client footprint to serve investment organizations, institutional investors, financial advisors and individuals. Russell has relationships with more than 2,200 investment firms around the world, and currently has $2.6 trillion in assets under advisement. It is from this robust investment backdrop that the Russell Indexes were conceived. Russell’s Indexes business began in 1984 to accurately measure U.S. market segments and track market performance for Russell’s investment management and consulting businesses. Today, Russell Indexes are used to benchmark more than $4.1 trillion in investor assets. In fact, more institutional funds track Russell Indexes than all other U.S. equity indexes combined. Russell‘s index data is also used to create a variety of exchange traded products offered through some of the best-known firms in the industry, representing more than $85 billion in assets. Russell Indexes strives to combine its rigorous index construction methodology with best of class thinking to be a trusted source of index intelligence.

Resources for Financial Professionals
  • The SMART Approach to Evaluating Exchange Traded Products. Access this series of educational material.
  • Understanding the Nuances of ETFs
  • About the Dow Jones U.S. Total Stock Market ("TSM") Index Family
  • About the FTSE Global Equity Index Series (GEIS) Family
  • About the Barclays Indexes
  • Tactical Portfolio Strategies With ETFs
  • Quick Reference Sheet

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Features

In addition to low costs and broad diversification, Schwab ETFs offer numerous other features:


Potential Tax Efficiency – ETFs don't sell their holdings to satisfy shareholder redemptions, helping to keep capital gains low. And since most ETFs track indexes, their holdings tend to have less turnover, which further works to minimize distributions.

 

Trading Flexibility – Just like with stocks, investors can use stop orders, limit orders, short selling, and margin buying to leverage Schwab ETFs in their trading and investment strategies.1

 

Experienced Management – Charles Schwab Investment Management, investment advisor for Schwab ETFs, has been managing funds for over 20 years and currently manages over $200 billion in client assets.

Financial professionals, register today for access to financial professional only materials and Schwab ETF email updates.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view and download a prospectus by clicking on Prospectuses & Reports. Please read the prospectus carefully before investing.

1These advanced trading strategies involve significant risk and experience. Please seek the advice of a professional before engaging in these activities.

*Restrictions Apply: Online trades of Schwab ETFs are commission-free at Charles Schwab & Co., Inc. (Member SIPC), while trades of third-party ETFs may be subject to commissions. Broker-Assisted and Automated Phone trades are subject to service charges. Waivers may apply. See the Charles Schwab Pricing Guide for details. All ETFs are subject to management fees and expenses.  An exchange processing fee applies to sell transactions.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF.

Shares are bought and sold at market price which may be higher or lower than the net asset value (NAV). 

Diversification does not eliminate the risk of market loss.

Transactions in shares of the Funds will generate tax consequences and transaction expenses; other account fees may apply. All registered investment companies are obliged to distribute portfolio gains to shareholders at year's end regardless of performance. The information provided is not intended to be investment or tax advice. Tax consequences vary by individual taxpayer.

The information presented represents the author's opinion and should not be considered investment advice. It is not known if the information is accurate or complete.

Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates.

"Standard & Poor’s®” and “S&P®” are registered trademarks of Standard & Poor’s Financial Services LLC (S&P) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones). The Dow Jones Total Stock Market, Dow Jones Real Estate and the Dow Jones Dividend Indices are products of S&P Dow Jones Indices or its affiliates, and have been licensed for use by Charles Schwab Investment Management, Inc. (CSIM). “FTSE®” is a trade mark owned by the London Stock Exchange plc and is used by FTSE International Limited (“FTSE”) under licence. The FTSE Global Equity Index Series is calculated by FTSE. Russell Investments (“Russell”) and Research Affiliates LLC (“RA”) have entered into a strategic alliance with respect to the Russell Fundamental Index® Series. The Russell Fundamental Index® Series are joint trademarks of Russell and RA and are used by the funds under license. “Research Affiliates” and “Fundamental Index” are trademarks of RA. Subject to RA’s intellectual property rights in certain content, Russell is the owner of all copyrights related to the Russell Fundamental Index® Series. Russell is the owner of the trademarks and copyrights related to the Russell Indexes. Barclays and the names identifying the Barclays’ indices are trademarks or names of Barclays Bank PLC and its affiliates (“Barclays”) and have been licensed for use by CSIM in connection with the issuance, marketing and promotion of the Schwab ETFs. The Schwab ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices, FTSE, Russell, RA, Barclays or their respective affiliates (together, the “Index Sponsors”) and the Index Sponsors do not make any representation regarding the advisability of trading in the Schwab ETFs. The Index Sponsors do not accept any obligations or liability in relation to the issuance, marketing, operation or trading of the Schwab ETFs. Charles Schwab & Co., Inc. is not affiliated with Russell or RA.

Neither SIDCO nor CSIM, nor any of their affiliates, are affiliated with the companies listed above.

©2014 Charles Schwab Investment Management, Inc. All rights reserved. 0813-5477