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.

Find a product

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

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.

Keep up to speed on the market with insights, resources, and more.

CHART IN A MINUTE

Investment-grade corporate bonds—is now the right time for clients?

If your clients need more high-quality fixed income, consider talking with them about investment-grade corporate bonds. Get the client-approved chart.

VIDEO

Navigating today's markets: 4 advisor questions about active fixed income

In this three-minute video, Matt Kuss, Director and Client Portfolio Strategist with Schwab Asset Management®, answers four key questions that advisors have been asking about active fixed income strategies in the current environment and how to implement these strategies within their clients’ portfolios.

Real-time guidance for today’s markets

Catch the latest Timely Tactics video for practical tips on easing client worries and helping them see bright spots and opportunities—even in today’s volatile market.

Timely tactics to help clients stay on track

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 Michelle Gibley.

Headshots of Liz Ann Sonders, Kathy Jones, and Michelle Gibley

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 Asset Management news

See our latest highlights.

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 www.schwabassetmanagement.com/prospectus.  Please read it carefully before investing.

There can be no assurance that the Fundamental Index® methodologies will achieve their desired outcomes. Each investing strategy brings with it its own set of unique risks and benefits.

​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. 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).

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®.

1025-JNG1