Asset Management

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- Anonymous
- Advisor
- Retirement professional
- Personal investor

Asset Management

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SCHWAB US AGGREGATE BOND ETF

Symbol

SCHZ

% of Assets

48.66%

Market Value

$27.8M
SCHWAB US LARGE-CAP ETF

Symbol

SCHX

% of Assets

23.52%

Market Value

$13.4M
SCHWAB INTERNATIONAL EQUITY ETF

Symbol

SCHF

% of Assets

7.33%

Market Value

$4.2M
SCHWAB SHORT TERM US TREASURY ETF

Symbol

SCHO

% of Assets

7.02%

Market Value

$4.0M
SCHWAB US TIPS ETF

Symbol

SCHP

% of Assets

6.52%

Market Value

$3.7M
SCHWAB US REIT ETF

Symbol

SCHH

% of Assets

2.42%

Market Value

$1.4M
SCHWAB GOVERNMENT MONEY ULTRA

Symbol

SGUXX

% of Assets

2.22%

Market Value

$1.3M
SCHWAB US SMALL-CAP ETF

Symbol

SCHA

% of Assets

1.33%

Market Value

$756.8K
US DOLLAR

Symbol

USD

% of Assets

0.96%

Market Value

$547.2K

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US AGGREGATE BOND ETF		SCHZ		48.66%	$27.8M
SCHWAB US LARGE-CAP ETF		SCHX		23.52%	$13.4M
SCHWAB INTERNATIONAL EQUITY ETF		SCHF		7.33%	$4.2M
SCHWAB SHORT TERM US TREASURY ETF		SCHO		7.02%	$4.0M
SCHWAB US TIPS ETF		SCHP		6.52%	$3.7M
SCHWAB US REIT ETF		SCHH		2.42%	$1.4M
SCHWAB GOVERNMENT MONEY ULTRA		SGUXX		2.22%	$1.3M
SCHWAB US SMALL-CAP ETF		SCHA		1.33%	$756.8K
US DOLLAR		USD		0.96%	$547.2K