Active products and solutions

Actively managed equity and fixed income mutual funds and ETFs offer core or complementary solutions for an investor's portfolio.

What we offer

We provide active equity and fixed income funds managed by Schwab Asset Management that can serve as core or complementary components of investor portfolios. Additionally, we offer investors access to a select group of active managers through our sub-advised funds and the Schwab Ariel ESG ETF.

Active solution

Our approach to Schwab Active Equity Funds

We believe in providing a range of active management strategies that address the nuances across equity classes to help investors achieve their objectives. With an active, high-conviction investing strategy, we can use differentiated and rigorous data-driven research to identify opportunities in U.S. Large Cap markets. Within less-researched and inefficient segments of the equity markets, we take a systematic approach that blends quantitative and qualitative insights for portfolio construction that to helps deliver the desired outcome.

Schwab Active Equity differentiators

  • A disciplined investment process that integrates quantitative and qualitative research and analysis through a bottom-up approach to stock selection.
  • A focus on generating consistent, risk-adjusted excess return in order to provide shareholders with long-term value.  
  • International, Specialty, and U.S. Small Funds’ systematic (quantitative + qualitative) approach that blends multiple stock characteristics (factors), which lessen reliance on a single component.
  • U.S. Large Cap Funds include portfolio managers who oversee ThomasPartners® Strategies via a high-conviction approach that leverages fundamental research expertise.

Learn more about Schwab Active Equity Funds

Learn more about Schwab Equity Ratings®, a key factor in the Schwab Active Equity Team's investment process

Active solution

Sub-advised funds

We offer a select set of sub-advised funds to complement a portfolio’s diversification strategy. These funds are overseen by a knowledgeable and experienced management team who consider the specific objectives of the investments they manage.

Schwab Ariel ESG ETF

The Schwab Ariel ESG ETF provides investors with access to a semi-transparent/non-transparent actively managed ETF that incorporates environmental, social, and governance investment criteria from a fund manager with 40 years of ESG-focused management expertise.  

This fund is different from traditional ETFs.

Learn more about the Schwab Ariel ESG ETF

What makes the Schwab Ariel ESG ETF different from traditional ETFs?

Traditional ETFs tell the public what assets they hold each day. This fund will not. This may create additional risks for your investment. For example:

  • You may have to pay more money to trade the fund’s shares. This fund will provide less information to traders, who tend to charge more for trades when they have less information.
  • The price you pay to buy fund shares on an exchange may not match the value of the fund’s portfolio. The same is true when you sell shares. These price differences may be greater for this fund compared to other ETFs because it provides less information to traders.
  • These additional risks may be even greater in bad or uncertain market conditions.
  • The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

The differences between this fund and other ETFs may also have advantages. By keeping certain information about the fund undisclosed, this fund may face less risk that other traders can predict or replicate its investment strategy. This may improve the fund’s performance. If other traders are able to replicate or predict the fund’s investment strategy, however, this may hurt the fund’s performance.

For additional information regarding the unique attributes and risks of the fund, see Proxy Portfolio Risk, Premium/Discount Risk, Trading Halt Risk, Authorized Participant Concentration Risk, Tracking Error Risk and Shares of the Fund May Trade at Prices Other Than NAV in the Principal Risks and Proxy Portfolio and Proxy Overlap sections of the prospectus and/or the Statement of Additional Information.

Schwab Select Large Cap Growth Fund*

The Schwab Select Large Cap Growth Fund offers a diversified, multi-manager approach to investing in U.S. large cap growth stocks. The Fund utilizes two sub-advisors with complementary investment styles to offer enhanced diversification opportunities in the convenience of a single fund and benefits from day-to-day management and ongoing oversight of Schwab Asset Management.

Click here for more information >

Active solution

Schwab International Opportunities Fund

The Schwab International Opportunities Fund follows a multi-manager strategy that combines different investment styles and strategies in one fund, in an effort to reduce investment risk through diversification.  The Schwab International Opportunities Fund benefits from day-to-day management and ongoing oversight of Schwab Asset Management.

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Schwab Tax-Free Bond Funds

Actively managed funds that primarily invest in investment-grade municipal securities, led by experienced portfolio managers and benefiting from extensive credit research.  The funds actively seek to maximize current income within the limits of the fund’s credit and average maturity standards by applying proprietary investment techniques and risk analyses in making investment decisions for the funds.

See more about Schwab Tax-Free Bond Fund

See more about Schwab California Tax-Free Bond Fund

See more about Schwab Opportunistic Municipal Bond Fund

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Educational resources

Do you have questions about ETFs, but don’t know where to find the answers? Check out the ETF education hub for the knowledge you need, from basic to advanced.

ETF education hub

Explore tools, analysis and insights designed to help advisors refine their ETF strategy and help meet their clients’ financial goals.

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Advisor tools

We have tools available to assist advisors as they research and compare Schwab's active products.

Fee impact simulator

Use the fee impact simulator to see the long-term effects of pricing on a portfolio. 

Fund explorer

Browse a full lineup of Schwab funds, including equity, fixed income, and asset allocation funds, with the fund explorer.

Featured active products

See our highlighted active funds, or browse all our investment products.