Asset Management

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

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

Asset Management

Register

SCHWAB US AGGREGATE BOND ETF

Symbol

SCHZ

% of Assets

44.12%

Market Value

$130.0M
SCHWAB US LARGE-CAP ETF

Symbol

SCHX

% of Assets

27.50%

Market Value

$81.0M
SCHWAB INTERNATIONAL EQUITY ETF

Symbol

SCHF

% of Assets

9.79%

Market Value

$28.8M
SCHWAB SHORT TERM US TREASURY ETF

Symbol

SCHO

% of Assets

6.24%

Market Value

$18.4M
SCHWAB US TIPS ETF

Symbol

SCHP

% of Assets

5.86%

Market Value

$17.2M
SCHWAB US REIT ETF

Symbol

SCHH

% of Assets

2.50%

Market Value

$7.4M
SCHWAB GOVERNMENT MONEY ULTRA

Symbol

SGUXX

% of Assets

1.70%

Market Value

$5.0M
SCHWAB US SMALL-CAP ETF

Symbol

SCHA

% of Assets

1.68%

Market Value

$4.9M
US DOLLAR

Symbol

USD

% of Assets

0.48%

Market Value

$1.4M

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US AGGREGATE BOND ETF		SCHZ		44.12%	$130.0M
SCHWAB US LARGE-CAP ETF		SCHX		27.50%	$81.0M
SCHWAB INTERNATIONAL EQUITY ETF		SCHF		9.79%	$28.8M
SCHWAB SHORT TERM US TREASURY ETF		SCHO		6.24%	$18.4M
SCHWAB US TIPS ETF		SCHP		5.86%	$17.2M
SCHWAB US REIT ETF		SCHH		2.50%	$7.4M
SCHWAB GOVERNMENT MONEY ULTRA		SGUXX		1.70%	$5.0M
SCHWAB US SMALL-CAP ETF		SCHA		1.68%	$4.9M
US DOLLAR		USD		0.48%	$1.4M