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

42.78%

Market Value

$284.5M
SCHWAB US LARGE-CAP ETF

Symbol

SCHX

% of Assets

28.57%

Market Value

$190.0M
SCHWAB INTERNATIONAL EQUITY ETF

Symbol

SCHF

% of Assets

10.70%

Market Value

$71.2M
SCHWAB SHORT TERM US TREASURY ETF

Symbol

SCHO

% of Assets

5.92%

Market Value

$39.4M
SCHWAB US TIPS ETF

Symbol

SCHP

% of Assets

5.64%

Market Value

$37.5M
SCHWAB US REIT ETF

Symbol

SCHH

% of Assets

2.63%

Market Value

$17.5M
SCHWAB US SMALL-CAP ETF

Symbol

SCHA

% of Assets

1.80%

Market Value

$12.0M
SCHWAB GOVERNMENT MONEY ULTRA

Symbol

SGUXX

% of Assets

1.50%

Market Value

$10.0M
US DOLLAR

Symbol

USD

% of Assets

0.46%

Market Value

$3.1M

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US AGGREGATE BOND ETF		SCHZ		42.78%	$284.5M
SCHWAB US LARGE-CAP ETF		SCHX		28.57%	$190.0M
SCHWAB INTERNATIONAL EQUITY ETF		SCHF		10.70%	$71.2M
SCHWAB SHORT TERM US TREASURY ETF		SCHO		5.92%	$39.4M
SCHWAB US TIPS ETF		SCHP		5.64%	$37.5M
SCHWAB US REIT ETF		SCHH		2.63%	$17.5M
SCHWAB US SMALL-CAP ETF		SCHA		1.80%	$12.0M
SCHWAB GOVERNMENT MONEY ULTRA		SGUXX		1.50%	$10.0M
US DOLLAR		USD		0.46%	$3.1M