Celebrating 15 years of Schwab ETFs

Since launching our first ETF in 2009, Schwab Asset Management® has evolved into one of the nation’s largest and most experienced ETF providers.

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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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CHART IN A MINUTE

A nonpartisan investment strategy for the ­win?

If your clients are asking which political party generates the highest market returns while in the White House, consider using this client-approved chart to strike up a conversation.

PORTFOLIO CONSTRUCTION

Addressing advisor needs in portfolio construction

In this video, Jake Gilliam shares insights into advisor needs around asset allocation and portfolio services, and how Schwab is helping to meet those needs with tailored asset allocation insights and resources.

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Press Releases

Today, October 10, 2024, In a market environment marked by uncertainty, ETF investors are not overly reactive or skittish when it comes to their investments. On the contrary, they demonstrate remarkable calm and steadiness, according to the 2024 edition of “ETFs and Beyond,” an annual study by Schwab Asset Management released this year in conjunction with the 15th anniversary of Schwab ETFs.
Press Releases

Today, September 25, 2024, Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation announced forward share splits on 20 Schwab ETFs, effective on October 11, 2024.
Press Releases

Today, August 13, 2024, the Schwab Ultra-Short Income ETF (NYSE Arca: SCUS) begins trading. The ETF is the first actively managed fixed income ETF from Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation.

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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