Asset Management

Merrill

Welcome to Schwab Asset Management’s microsite for access to Merrill approved marketing materials from Schwab Asset Management.

Presentations and Brochures

ETFs and Fixed Income Strategies for Merrill Advisors

Advisor
ML25-002903
Presentations and Brochures

Wasmer Schroeder Asked and Answered: Strategic Tax Exempt (STEFI)

Client
ML25-007706
Commentary

Wasmer Schroeder Strategies at a Glance

Advisor
ML25-008616
Presentations and Brochures

Insights: Schwab U.S. Dividend Equity ETF (SCHD)

Advisor
ML25-009060
Fact Sheet

Wasmer Schroeder Intermediate Tax Exempt (ITTE)

Client
ML25-008369
Presentations and Brochures

Insights: Schwab Fundamental International Large Company Index ETF (FNDF)

Advisor
ML25-009058
Commentary

Wasmer Schroeder White Paper - A Case for Taxable Municipal Bonds

Client
ML25-007262
Commentary

Wasmer Schroeder Positive Impact Fixed Income Update

Client
ML25-007849
Fact Sheet

Wasmer Schroeder Strategic Tax Exempt (STEFI)

Client
ML25-008369
Presentations and Brochures

Insights: Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE)

Advisor
ML25-009059
Presentations and Brochures

Insights: Schwab Fundamental U.S. Large Company Index ETF (FNDX)

Advisor
ML25-009057
Fact Sheet

Wasmer Schroeder Intermediate Bond (ITTX)

Client
ML25-008369
Presentations and Brochures

Wasmer Schroeder Asked and Answered: Intermediate Bond Strategy (ITTX)

Client
ML25-002729
Commentary

Wasmer Schroeder Quarterly Bond Market Overview

Client
ML25-007585
Commentary

Wasmer Schroeder Potential Benefits of Tax Harvesting

ML25-002477
Presentations and Brochures

Wasmer Schroeder Asked and Answered: Intermediate Tax-Exempt (ITTE)

ML25-003010
Presentations and Brochures

Schwab ETFs List

Client
ML25-008912
Fact Sheet

Wasmer Schroeder Positive Impact Bond (PIBX)

Client
ML25-008369
Presentations and Brochures

Insights: Schwab High Yield Bond ETF (SCYB)

Advisor
ML25-009062

Contact us

Contact our sales team at 877-824-5615. We look forward to speaking with you.

Wasmer Schroeder Strategist Contact
Sam Lashin
Director - Client Portfolio Strategist
Tel 239-450-7966
sam.lashin@schwab.com