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Skip to content Asset Management Select a role Anonymous Advisor Retirement professional Personal 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 > Multi-asset funds that can help meet your needsAccess for all. What a welcome alternative.Learn More 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 Schwab 1000 Index® Learn about the Schwab proprietary index launched in 1991 > Money Fund Yields View the latest money fund yields > Prospectus & Reports Find prospectuses and reports for our funds > Data Sources & Definitions See data point definitions, index glossary, and data sources > Portfolio ConstructionEmpower clients to stay the course with a portfolio construction framework that adapts to a range of risk appetites and likely investor behaviors.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 Financial planning Chart in a Minute Behavioral finance ETF Essentials Podcasts Russian sanctions Insights By Topic Direct indexing ETFs Collective investment trusts Money market funds Index Strategic beta Active Multi-asset Schwab Market TalkAdvisors, 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 Client referrals Effective meetings Women and investing Financial Tools Fee impact simulator Fund explorer 2021 distribution & tax information availableTo help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds.Learn more Contact Us Select a role Anonymous Advisor Retirement professional Personal investor Asset Management Register /** */.nodetype--schwab_funds_product #funddetails__panel .sfp-column-2 #sfm-table--fundcharacteristics + h3.table-header + div.sfm-table + h3.table-header,.nodetype--schwab_funds_product #funddetails__panel .sfp-column-2 #sfm-table--fundcharacteristics + h3.table-header + div.sfm-table + h3.table-header + div.sfm-table,.nodetype--schwab_funds_product div[data-tab-id="tab-performance-totalReturn-monthlytableV2"],.nodetype--schwab_funds_product div[data-tab-id="tab-performance-totalReturn-quarterlytableV2"] { display: none !important;} /** */ .panel-50-text img { max-width: 100% } sizmek 1383092 yahoo csimrt quantcast siteactivity invchan 4607717 Important shareholder vote On April 1, 2022, shareholders of Schwab Funds and ETFs (the “Funds”) began receiving proxy materials in connection with a special meeting of shareholders scheduled on June 1, 2022. The purpose of the meeting is to elect Trustees to oversee the Funds. Learn more about these proxy notifications and obtain information on how to vote. A new personalized investing solution for your clients Schwab Personalized Indexing offers your clients direct ownership of stocks with the ability to customize some investments among three available strategies. Learn more Updates on Russian Sanctions Market Volatility A message from Schwab Asset Management’s CEO Omar Aguilar, Ph.D. March 16, 2022 Market Volatility Russian Sanctions FAQ: General Overview Market Volatility Russian Sanctions FAQ: Schwab Index Mutual Funds and ETFs Fund Performance Schwab Funds and ETFs with Russian Exposure Market Volatility Russian Sanctions: Impacts to the Schwab Target Date Solutions Market Volatility Russian impact on Schwab Managed Portfolios™, USAA Managed Portfolios - UMP® and Windhaven® Strategies Market Volatility Russian Sanctions FAQ: Impacts to the ThomasPartners Strategies Featured content Keep up to speed on the market with insights, resources, and more. Market Commentary Fundamental indexing in today’s market D.J. Tierney, Senior Investment Portfolio Strategist, Charles Schwab Investment Advisory, Inc., and Brent Leadbetter, CFA®, Partner, Research Affiliates, discuss fundamental indexing in today’s market environment and address some of the primary concerns advisors have around risks in the market. Video Schwab Target Date Solutions 2022 Glide Path and Portfolio Updates Jake Gilliam, CFA®, Director and Head of Multi-Asset Solutions, Charles Schwab & Co, Inc., discusses 2022 glide path updates within the Schwab Target Date Solutions. 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 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 Find a product Use the filter to find the product you’re interested in and download important information, including pricing and performance. Featured insights and news See our latest highlights. Press Releases Schwab launches Schwab Personalized Indexing™ Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities now available to a wider spectrum of registered investment advisors and retail investors. Press Releases Schwab Asset Management announces ETF Share Splits Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, is announcing forward share splits on five Schwab ETFs. Press Releases Schwab expands its Fixed Income offering with the launch of five Wasmer Schroeder™ Strategies New additions include two positive impact strategies, bringing new choices for clients who want to align their investments with their values. *Schwab is a registered trademark of Charles Schwab & Co., Inc. Fundamental Index is a registered trademark of Research Affiliates, LLC. Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can obtain a prospectus, or if available, a summary prospectus by visiting schwabassetmanagement.com/prospectus. Please read it carefully before investing. 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 ETF 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, or Charles Schwab Investment Advisory, Inc. (CSIA), a registered investment advisor, and may not reflect the views of Schwab Asset Management. 0222-2R4U 0522-2M1Z Not FDIC Insured • No Bank Guarantee • May Lose Value Schwab Asset Management™ is the dba name for Charles Schwab Investment Management, Inc. (CSIM), 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. Footer navigation About About About us Our team Low-cost index philosophy Investment stewardship Form CRS Products Products Products Product details Schwab 1000 Index® Money fund yields Prospectus & reports Data sources & definitions Insights & News Insights & News Insights and news Press releases All insights Resources & Tools Resources & Tools Documents Educational resources Distributions & Tax Center Contact Us Contact Us Contact Us Footer Contact Us Careers Site Map CSIM Privacy Site Usability © 2022 Charles Schwab Investment Management, Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.