The art and science of behavioral finance

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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.

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A bright future for bonds, even after a late 2023 rally?

We think the outlook for fixed income remains quite favorable, even after an impressive rally in late 2023. Consider using this client-approved chart as a conversation starter.

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.

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Press Releases

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

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

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.

Venn diagram of Objective, Contrarian and Complementary converging on Fundamental Index 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.

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