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

45.70%

Market Value

$38.8M
SCHWAB US LARGE-CAP ETF

Symbol

SCHX

% of Assets

26.13%

Market Value

$22.2M
SCHWAB INTERNATIONAL EQUITY ETF

Symbol

SCHF

% of Assets

8.60%

Market Value

$7.3M
SCHWAB SHORT TERM US TREASURY ETF

Symbol

SCHO

% of Assets

6.51%

Market Value

$5.5M
SCHWAB US TIPS ETF

Symbol

SCHP

% of Assets

6.10%

Market Value

$5.2M
SCHWAB US REIT ETF

Symbol

SCHH

% of Assets

2.73%

Market Value

$2.3M
SCHWAB GOVERNMENT MONEY ULTRA

Symbol

SGUXX

% of Assets

1.89%

Market Value

$1.6M
SCHWAB US SMALL-CAP ETF

Symbol

SCHA

% of Assets

1.54%

Market Value

$1.3M
US DOLLAR

Symbol

USD

% of Assets

0.83%

Market Value

$707.2K

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US AGGREGATE BOND ETF		SCHZ		45.70%	$38.8M
SCHWAB US LARGE-CAP ETF		SCHX		26.13%	$22.2M
SCHWAB INTERNATIONAL EQUITY ETF		SCHF		8.60%	$7.3M
SCHWAB SHORT TERM US TREASURY ETF		SCHO		6.51%	$5.5M
SCHWAB US TIPS ETF		SCHP		6.10%	$5.2M
SCHWAB US REIT ETF		SCHH		2.73%	$2.3M
SCHWAB GOVERNMENT MONEY ULTRA		SGUXX		1.89%	$1.6M
SCHWAB US SMALL-CAP ETF		SCHA		1.54%	$1.3M
US DOLLAR		USD		0.83%	$707.2K