Asset Management

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Select a role
- Anonymous
- Advisor
- Retirement professional
- Personal investor

Asset Management

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SCHWAB US AGGREGATE BOND ETF

Symbol

SCHZ

% of Assets

49.45%

Market Value

$40.2M
SCHWAB US LARGE-CAP ETF

Symbol

SCHX

% of Assets

22.80%

Market Value

$18.5M
SCHWAB INTERNATIONAL EQUITY ETF

Symbol

SCHF

% of Assets

7.35%

Market Value

$6.0M
SCHWAB SHORT TERM US TREASURY ETF

Symbol

SCHO

% of Assets

7.18%

Market Value

$5.8M
SCHWAB US TIPS ETF

Symbol

SCHP

% of Assets

6.67%

Market Value

$5.4M
SCHWAB GOVERNMENT MONEY ULTRA

Symbol

SGUXX

% of Assets

2.66%

Market Value

$2.2M
SCHWAB US REIT ETF

Symbol

SCHH

% of Assets

2.01%

Market Value

$1.6M
SCHWAB US SMALL-CAP ETF

Symbol

SCHA

% of Assets

1.28%

Market Value

$1.0M
US DOLLAR

Symbol

USD

% of Assets

0.60%

Market Value

$488.7K

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US AGGREGATE BOND ETF		SCHZ		49.45%	$40.2M
SCHWAB US LARGE-CAP ETF		SCHX		22.80%	$18.5M
SCHWAB INTERNATIONAL EQUITY ETF		SCHF		7.35%	$6.0M
SCHWAB SHORT TERM US TREASURY ETF		SCHO		7.18%	$5.8M
SCHWAB US TIPS ETF		SCHP		6.67%	$5.4M
SCHWAB GOVERNMENT MONEY ULTRA		SGUXX		2.66%	$2.2M
SCHWAB US REIT ETF		SCHH		2.01%	$1.6M
SCHWAB US SMALL-CAP ETF		SCHA		1.28%	$1.0M
US DOLLAR		USD		0.60%	$488.7K