Asset Management

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

Asset Management

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SCHWAB US LARGE-CAP ETF

Symbol

SCHX

% of Assets

40.98%

Market Value

$200.8M
SCHWAB US AGGREGATE BOND ETF

Symbol

SCHZ

% of Assets

22.58%

Market Value

$105.8M
SCHWAB INTERNATIONAL EQUITY ETF

Symbol

SCHF

% of Assets

20.10%

Market Value

$95.7M
SCHWAB US REIT ETF

Symbol

SCHH

% of Assets

5.16%

Market Value

$25.1M
SCHWAB EMERGING MARKETS EQUITY ETF

Symbol

SCHE

% of Assets

3.86%

Market Value

$18.2M
SCHWAB US SMALL-CAP ETF

Symbol

SCHA

% of Assets

3.84%

Market Value

$19.0M
SCHWAB SHORT TERM US TREASURY ETF

Symbol

SCHO

% of Assets

1.50%

Market Value

$7.0M
US DOLLAR

Symbol

USD

% of Assets

1.24%

Market Value

$5.9M
SCHWAB VARIABL SH PRICE CL ULTRA

Symbol

SVUXX

% of Assets

0.73%

Market Value

$3.5M

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US LARGE-CAP ETF		SCHX		40.98%	$200.8M
SCHWAB US AGGREGATE BOND ETF		SCHZ		22.58%	$105.8M
SCHWAB INTERNATIONAL EQUITY ETF		SCHF		20.10%	$95.7M
SCHWAB US REIT ETF		SCHH		5.16%	$25.1M
SCHWAB EMERGING MARKETS EQUITY ETF		SCHE		3.86%	$18.2M
SCHWAB US SMALL-CAP ETF		SCHA		3.84%	$19.0M
SCHWAB SHORT TERM US TREASURY ETF		SCHO		1.50%	$7.0M
US DOLLAR		USD		1.24%	$5.9M
SCHWAB VARIABL SH PRICE CL ULTRA		SVUXX		0.73%	$3.5M