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. equities are mixed, paring some early losses and remaining choppy after yesterday's sharp drop amid concerns about inflation pressures weighing on corporate profit margins. Kohl's Corporation missed earnings forecasts and lowered guidance, joining this week's disappointing results from Dow member Walmart and Target. In other equity news, Dow component Cisco Systems missed revenue forecasts and issued softer-than-expected guidance, while Amazon reportedly is reducing its hiring plans. The economic calendar suggested slowing economic activity, with leading indicators unexpectedly declining, existing home sales falling, Philadelphia manufacturing growth slowing more than expected, and jobless claims ticking higher. Treasuries are rising, applying some downside pressure on yields and the U.S. dollar is noticeably giving back some of a recent rally. Crude oil prices have turned to the upside and gold is gaining ground. Meanwhile, the global markets continue to contend with tightening monetary policies, rising interest rates, surging energy prices, a strong U.S. dollar, China lockdowns, and the ongoing war in Ukraine. Europe saw broad-based pressure, but off the lows of the day, while Asia finished mostly lower, but China bucked the trend.
Trading

Stocks struggle to find bid support amid elevated uncertainty.
Trading

Wheat faces more uncertainty.