ETFs

Schwab ETFs can provide straightforward access to broad asset-class exposure for building the foundation of a diversified portfolio.

Introducing the Schwab Municipal Bond ETF

The Schwab Municipal Bond ETF is designed to deliver low-cost, straightforward access to the U.S. investment grade, tax-exempt bond market. SCMB seeks to provide income exempt from federal personal income tax and not subject to the Alternative Minimum Tax (AMT).

SCMB
Schwab Municipal Bond ETF

The Schwab Ariel ESG ETF

For investors seeking a semi-transparent (also known as non-transparent) actively managed ETF that incorporates environmental, social, and governance (ESG) considerations managed by an established sub-advisor with almost 40 years of experience managing ESG investments.

 

What makes the Schwab Ariel ESG ETF different from traditional ETFs?

Traditional ETFs tell the public what assets they hold each day. This fund will not. This may create additional risks for your investment. For example:

  • You may have to pay more money to trade the fund’s shares. This fund will provide less information to traders, who tend to charge more for trades when they have less information.
  • The price you pay to buy fund shares on an exchange may not match the value of the fund’s portfolio. The same is true when you sell shares. These price differences may be greater for this fund compared to other ETFs because it provides less information to traders.
  • These additional risks may be even greater in volatile market conditions.
  • The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

The differences between this fund and other ETFs may also have advantages. By keeping certain information about the fund secret, this fund may face less risk that other traders can predict or copy its investment strategy. This may improve the fund’s performance. If other traders are able to copy or predict the fund’s investment strategy, however, this may hurt the fund’s performance.

For additional information regarding the unique attributes and risks of the fund, see Proxy Portfolio Risk, Premium/Discount Risk, Trading Halt Risk, Authorized Participant Concentration Risk, Tracking Error Risk and Shares of the Fund May Trade at Prices Other Than NAV in the Principal Risks and Proxy Portfolio and Proxy Overlap sections of the prospectus and/or the Statement of Additional Information.

Introducing the Schwab Crypto Thematic ETF

Our crypto thematic ETF is designed to deliver global exposure to companies that may benefit from the development or use of cryptocurrencies and other digital assets, as well as blockchain and other distributed-ledger technology.

STCE
Schwab Crypto Thematic ETF

What we offer

With over a decade of experience in the industry, we are one of the nation’s largest and most established ETF providers. Our core strategies span both the broad-based equity and bond markets. We offer a carefully designed lineup of low-cost market cap index and Fundamental Index® ETFs that can be used as part of the foundation of a diversified portfolio.

ETFs

Our approach

In today’s environment of ever-increasing complexity, we stay focused on the core of an investor’s portfolio. By consistently putting investor interests first, we have been able to provide a set of competitively priced ETF products, including low-cost market cap index and strategic beta strategies. Each of these can play an important role in a portfolio, and combining them can help provide better diversification and the potential for more attractive risk-adjusted returns across various market cycles.  

Expenses among the lowest in the industry

We have sought to eliminate cost as a hurdle to investing in investment products. With our targeted set of low-cost Index ETFs, we seek to share the benefits of our scale and efficiency with investors, and the financial professionals who serve them, wherever we can.

Schwab market cap index ETFs

Schwab ETF expenses are among the lowest in the industry. 85% of Schwab market cap index ETFs have expenses lower than 0.10%, with an asset-weighted average expense ratio of just 0.05%.1 The ETFs hold securities that are screened and weighted based on the size of their market capitalization, with the largest weights assigned to the largest companies, which helps advisors build a diversified portfolio for their clients.

Compare costs of Schwab market cap index ETFs to the largest issuers

Schwab Fundamental Index ETFs

While fund expense alone should not be the only factor in choosing a strategic beta strategy, selecting a strategy with a low expense ratio remains an important consideration—especially over long time horizons. The average expense ratio for Schwab Fundamental Index ETFs is 0.30%—lower than the industry average of 0.33% for Fundamental Index ETFs,2 and the average expense ratio of 0.47% for multi-factor ETFs.3

Learn more about Schwab Fundamental Index ETFs

ETFs

Advisor tools

Use these financial tools to gain more comprehensive insight into investment products.

Advisor tools

Fee impact simulator

Use the fee impact simulator to see the long-term effects of expenses on a portfolio.

Fund explorer

Help your clients get exceptional value from their investments with the fund explorer.

Featured ETF products

See our highlighted ETFs, or browse all our investment products.

ETF insights

See what our executives and strategists have to say about ETF investing.

Investment Insights

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.
Investment Insights

It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.
Chart in a Minute

The sharp sell-off in municipal bonds in 2022 has created potential tax-equivalent yield opportunities that have rarely existed since 2009. Use this client-approved chart to help your clients understand the current market backdrop.
Behavioral finance
Investment Insights
Leadership Insights

Are past economic events haunting your clients’ concerns about inflation, rising interest rates, and the potential for a U.S. recession? If so, anchoring bias may be to blame. Omar Aguilar has three strategies to help advisors address this cognitive bias and realign your clients’ focus.