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2023 Schwab Market Outlook

Are rate hikes finally starting to work? Is a U.S. recession currently underway? What’s the latest regarding the Secure Act? Our Chief Investment Strategists and Managing Director of Legislative and Regulatory Affairs share their insights.

2022 distributions information available

To help with tax filing, get distributions information for Schwab Funds and Schwab ETFs.

Featured insights and news

See our latest highlights.

Press Releases

Today, December 16, 2022, Schwab Asset Management announces there will be no capital gains distributions for the 2022 tax year by any of the 29 exchange-traded funds (ETFs).
Press Releases

Today, December 12, 2022, Schwab Asset Management announced it has been named to Pensions & Investments' annual list of Best Places to Work in Money Management.
Press Releases

Today, October 13, 2022, Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announces that it is the first large asset manager to pilot a new proxy polling solution from global fintech firm, Broadridge Financial Solutions, Inc. (NYSE:BR).

Featured content

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

Featured articles

Municipal bond opportunity amid climbing rates

Jason Diefenthaler, Head of Tax-Exempt Strategies for Schwab Asset Management, shares his views on opportunities in the municipal bond market during an environment of climbing interest rates.


5 tips to help boost your success with women investors

Unconscious assumptions can cause conversational missteps. A few quick tips can help you connect with women clients and support their satisfaction.

Schwab Model Portfolios now available on the Nasdaq Fund Network

The Core Enhanced ETF model portfolios are available complete with searchable symbols and Jake Gilliam, Managing Director, Head of Research & Analytics at Schwab Asset Management joined Nasdaq TradeTalks to discuss.

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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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.

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