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Advisors share their tips for working with women investors

Schwab Asset Management engaged Cerulli Associates to uncover top advisors’ strategies for engaging women clients. See what we found.

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2021 distribution & tax information available

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

2021 actual distributions are now available for Schwab ETFs and Schwab Funds. 2021 estimates are available for Laudus Funds. Distribution schedules are available for all funds.

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

Featured articles
Market Commentary

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.

After a couple of years of uncertainty, what can we expect from the markets going forward?

Schwab’s leading market experts, Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones and Michael Townsend, provide their insights on equity, fixed income and global markets for 2022.

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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Featured insights and news

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Press Releases

New additions include two positive impact strategies, bringing new choices for clients who want to align their investments with their values.
Press Releases

The surge in biases may have helped advisors see the benefits of behavioral finance techniques more clearly.
Press Releases

Schwab Asset Management announced today that the Schwab International Dividend Equity ETF (SCHY) started trading on the NYSE Arca.