Fixed Income Strategies

Fixed income investments can play an important role in helping investors diversify their portfolios, plan for retirement, generate income, and potentially minimize taxes.

What we offer

Our fixed income strategies are available in ETFs, mutual funds, and separately managed accounts that seek to deliver consistent results across a range of market environments. They cover all major sectors, including broad market, government, corporate, and municipals.

Our approach

We focus on what’s best for meeting investor needs. And that means taking a philosophical approach that uses qualitative and quantitative elements for managing risk. We also focus on keeping fund fees and expenses low to help benefit investors’ total net return.

              

Separately managed accounts

Our separately managed account (SMA) product lineup gives investors more control, personalization, and transparency for investing. For fixed income, we offer a wide range of SMAs, including Wasmer Schroeder™ Strategies, with both taxable and tax-exempt actively managed options.

Learn about our separately managed accounts.

 

Mutual funds

We offer a straightforward lineup of fixed income mutual funds designed to build the foundation of your clients’ portfolios. Fund expenses are competitive, with index mutual expenses starting as low as 0.04%, with no investment minimum.1 And our tools help make researching and selecting mutual funds easier for both you and your clients.

Learn about our mutual funds.

 

ETFs

Our bond ETF offerings provide your clients with a wide range of low-cost choices for strengthening the diversity of their portfolios. Additionally, our bond ETFs can potentially offer tax efficiency, liquidity, and transparency. Use our advisor tools to help you better evaluate and screen our ETF selection.

Learn about our ETFs.

Fixed income insights

See what our executives, strategists, and fixed income specialists have to say about the market as it relates to fixed income strategies.

Schwab Market Update

U.S. stocks rebounded to finish the day higher following yesterday’s release of the minutes from the Fed’s July monetary policy meeting. Economic data for jobless claims and manufacturing output out of Philadelphia came in better-than-expected. Stronger-than-anticipated earnings results from Dow member Cisco Systems lifted its shares, though Kohl's Corporation's miss and lowered guidance weighed on its shares. BJ Wholesale Club traded higher after beating forecasts and issuing higher FY guidance. In other economic news, existing home sales fell more than expected, marking the sixth straight monthly decline. Additionally, the Leading Index decreased for the fifth consecutive month, but by a smaller amount than expected. Treasury prices edged higher to put pressure on yields, and the U.S. dollar increased. Crude oil prices rose, while gold traded lower. Asia finished mostly lower in the wake of recent disappointing Chinese economic and earnings data, while Europe ticked mostly higher despite some unfavorable economic data.
Trading

Stocks oscillate around the unchanged line as investors search for direction.
Trading

Cotton futures prices are soaring as recent temperatures have damaged crop growth.