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Fund Product Type Asset Class Attributions Commentary Save
SWEGX
Schwab MarketTrack All Equity Portfolio™
Mutual Funds Asset Allocation
Attribution: Markettrack Funds (Quarterly)
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SWBGX
Schwab MarketTrack Balanced Portfolio™
Mutual Funds Asset Allocation
Attribution: Markettrack Funds (Quarterly)
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SWCGX
Schwab MarketTrack Conservative Portfolio™
Mutual Funds Asset Allocation
Attribution: Markettrack Funds (Quarterly)
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SWHGX
Schwab MarketTrack Growth Portfolio™
Mutual Funds Asset Allocation
Attribution: Markettrack Funds (Quarterly)
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SWBRX
Schwab Target 2010 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWGRX
Schwab Target 2015 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWCRX
Schwab Target 2020 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWHRX
Schwab Target 2025 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWDRX
Schwab Target 2030 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWIRX
Schwab Target 2035 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWERX
Schwab Target 2040 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWMRX
Schwab Target 2045 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWNRX
Schwab Target 2050 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWORX
Schwab Target 2055 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWPRX
Schwab Target 2060 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWQRX
Schwab Target 2065 Fund
Mutual Funds Asset Allocation
Attribution: Target Funds (Quarterly)
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SWHYX
Schwab Opportunistic Municipal Bond Fund
Mutual Funds Fixed Income
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SWSBX
Schwab Short-Term Bond Index Fund
Mutual Funds Fixed Income Save
SWNTX
Schwab Tax-Free Bond Fund
Mutual Funds Fixed Income
Attribution: SWNTX (Quarterly)
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SWRSX
Schwab Treasury Inflation Protected Securities Index Fund
Mutual Funds Fixed Income Save
SWAGX
Schwab U.S. Aggregate Bond Index Fund
Mutual Funds Fixed Income Save
SCHJ
Schwab 1-5 Year Corporate Bond ETF
ETFs Fixed Income Save
SCHI
Schwab 5-10 Year Corporate Bond ETF
ETFs Fixed Income Save
SCCR
Schwab Core Bond ETF
ETFs Fixed Income Save
SCYB
Schwab High Yield Bond ETF
ETFs Fixed Income Save
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
ETFs Fixed Income Save
SCIN
Schwab International Bond ETF
ETFs Fixed Income Save
SCHQ
Schwab Long-Term U.S. Treasury ETF
ETFs Fixed Income Save
SMBS
Schwab Mortgage-Backed Securities ETF
ETFs Fixed Income Save
SCMB
Schwab Municipal Bond ETF
ETFs Fixed Income Save
SCHO
Schwab Short-Term U.S. Treasury ETF
ETFs Fixed Income Save
SCHZ
Schwab U.S. Aggregate Bond ETF
ETFs Fixed Income Save
SCHP
Schwab U.S. TIPS ETF
ETFs Fixed Income Save
SCUS
Schwab Ultra-Short Income ETF
ETFs Fixed Income Save
STCE
Schwab Crypto Thematic Natural Language Processing ETF (formerly known as Schwab Crypto Thematic ETF)
ETFs Global Equities
Supplemental attribution: STCE (Annual)
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SFENX
Schwab Fundamental Emerging Markets Equity Index Fund
Mutual Funds International Equities
Attribution: SFENX-Benchmark (Quarterly)

Attribution: SFENX-MSCI (Quarterly)

Attribution: SFENX (Annual)

Attribution: SFENX-Benchmark (Annual)
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SFNNX
Schwab Fundamental International Equity Index Fund
Mutual Funds International Equities
Attribution: SFNNX (Quarterly)

Attribution: SFNNX-MSCI (Quarterly)

Attribution: SFNNX-MSCI (Annual)

Attribution: SFNNX-Benchmark (Annual)
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SFILX
Schwab Fundamental International Small Equity Index Fund
Mutual Funds International Equities
Attribution: SFILX-Benchmark (Quarterly)

Attribution: SFILX (Annual)

Attribution: SFILX-Benchmark (Annual)
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SICNX
Schwab International Core Equity Fund
Mutual Funds International Equities
Attribution: SICNX (Quarterly)

Attribution: SICNX International Core Equity Yearly
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SWISX
Schwab International Index Fund
Mutual Funds International Equities
Attribution: SWISX (Quarterly)

Attribution: SWISX (Annual)
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SWMIX
Schwab® International Opportunities Fund
Mutual Funds International Equities
Attribution: SWMIX (Quarterly)

Attribution: SWMIX (Annual)
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SCHE
Schwab Emerging Markets Equity ETF
ETFs International Equities
Supplemental attribution: SCHE (Annual)
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FNDE
Schwab Fundamental Emerging Markets Equity ETF
ETFs International Equities
Attribution: FNDE (Quarterly)

Attribution: FNDE-Benchmark (Quarterly)

Supplemental attribution: FNDE (Annual)
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FNDF
Schwab Fundamental International Equity ETF
ETFs International Equities
Attribution: FNDF (Quarterly)

Attribution: FNDF-Benchmark (Quarterly)

Supplemental attribution: FNDF (Annual)
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FNDC
Schwab Fundamental International Small Equity ETF
ETFs International Equities
Attribution: FNDC (Quarterly)

Attribution: FNDC-Benchmark (Quarterly)

Supplemental attribution: FNDC (Annual)
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SCHY
Schwab International Dividend Equity ETF
ETFs International Equities
Supplemental attribution: SCHY (Annual)
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SCHF
Schwab International Equity ETF
ETFs International Equities
Supplemental attribution: SCHF (Annual)
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SCHC
Schwab International Small-Cap Equity ETF
ETFs International Equities
Supplemental attribution: SCHC (Annual)
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SGVT
Schwab® Government Money Market ETF
ETFs Money Market Save
SFREX
Schwab Fundamental Global Real Estate Index Fund
Mutual Funds Real Estate
Attribution: SFREX (Annual)

Attribution: SFREX-Benchmark (Quarterly)

Attribution: SFREX-Benchmark (Annual)

Attribution: SFREX (Quarterly)
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SWASX
Schwab Global Real Estate Fund
Mutual Funds Real Estate
Attribution: SWASX (Annual)

Attribution: SWASX (Quarterly)
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SCHH
Schwab U.S. REIT ETF
ETFs Real Estate
Supplemental attribution: SCHH (Annual)
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SNXFX
Schwab 1000 Index® Fund
Mutual Funds U.S. Equities
Attribution: SNXFX (Quarterly)

Attribution: SNXFX (Annual)

Supplemental attribution: SNXFX (Annual)
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SWANX
Schwab Core Equity Fund
Mutual Funds U.S. Equities
Attribution: SWANX (Annual)

Attribution: SWANX (Quarterly)
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SWDSX
Schwab Dividend Equity Fund
Mutual Funds U.S. Equities
Attribution: SWDSX (Annual)

Attribution: SWDSX (Quarterly)
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SFLNX
Schwab Fundamental U.S. Large Company Index Fund
Mutual Funds U.S. Equities
Attribution: SFLNX (Annual)

Attribution: SFLNX-Russell (Annual)

Attribution: SFLNX-Russell (Quarterly)

Attribution: SFLNX-Benchmark (Quarterly)

Attribution: SFLNX-Benchmark (Annual)

Attribution: SFLNX (Quarterly)

Supplemental attribution: SFLNX (Annual)
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SFSNX
Schwab Fundamental U.S. Small Company Index Fund
Mutual Funds U.S. Equities
Attribution: SFSNX (Annual)

Attribution: SFSNX-Benchmark (Quarterly)

Attribution: SFSNX-Benchmark (Quarterly)

Attribution: SFSNX-Benchmark (Annual)

Supplemental attribution: SFSNX (Annual)
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SWHFX
Schwab Health Care Fund
Mutual Funds U.S. Equities
Attribution: SWHFX (Quarterly)

Attribution: SWHFX (Annual)
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SWLSX
Schwab Large-Cap Growth Fund
Mutual Funds U.S. Equities
Attribution: SWLSX (Quarterly)

Attribution: SWLSX (Annual)
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SWPPX
Schwab S&P 500 Index Fund
Mutual Funds U.S. Equities
Attribution: SWPPX (Quarterly)

Attribution: SWPPX (Annual)

Supplemental attribution: SWPPX (Annual)
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SWSCX
Schwab Small-Cap Equity Fund
Mutual Funds U.S. Equities
Attribution: SWSCX (Quarterly)

Attribution: SWSCX (Annual)
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SWSSX
Schwab Small-Cap Index Fund
Mutual Funds U.S. Equities
Supplemental attribution: SWSSX (Annual)

Attribution: SWSSX (Quarterly)

Attribution: SWSSX (Annual)
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SWTSX
Schwab Total Stock Market Index Fund
Mutual Funds U.S. Equities
Attribution: SWTSX (Quarterly)

Attribution: SWTSX (Annual)

Supplemental attribution: SWTSX (Annual)
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SWLGX
Schwab U.S. Large-Cap Growth Index Fund
Mutual Funds U.S. Equities
Attribution: SWLGX (Annual)

Attribution: SWLGX (Quarterly)

Supplemental attribution: SWLGX (Annual)
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SWLVX
Schwab U.S. Large-Cap Value Index Fund
Mutual Funds U.S. Equities
Attribution: SWLVX (Annual)

Attribution: SWLVX (Quarterly)

Supplemental attribution: SWLVX (Annual)
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SWMCX
Schwab U.S. Mid-Cap Index Fund
Mutual Funds U.S. Equities
Attribution: SWMCX (Quarterly)

Attribution: SWMCX (Annual)

Supplemental attribution: SWMCX (Annual)
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LGILX
Schwab® Large Cap Growth Opportunities Fund (formerly known as Schwab® Select Large Cap Growth Fund)
Mutual Funds U.S. Equities
Attribution: LGILX (Annual)

Attribution: LGILX (Quarterly)
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SCHK
Schwab 1000 Index® ETF
ETFs U.S. Equities
Supplemental attribution: SCHK (Annual)
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SAEF
Schwab Ariel Opportunities ETF (formerly known as Schwab Ariel ESG ETF)
ETFs U.S. Equities
Attribution: SAEF (Annual)
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FNDB
Schwab Fundamental U.S. Broad Market ETF
ETFs U.S. Equities
Attribution: FNDB (Quarterly)

Attribution: FNDB-Benchmark (Quarterly)

Supplemental attribution: FNDB (Annual)
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FNDX
Schwab Fundamental U.S. Large Company ETF
ETFs U.S. Equities
Attribution: FNDX (Quarterly)

Attribution: FNDX-Benchmark (Quarterly)

Supplemental attribution: FNDX (Annual)
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FNDA
Schwab Fundamental U.S. Small Company ETF
ETFs U.S. Equities
Supplemental attribution: FNDA (Annual)

Attribution: FNDA (Quarterly)

Attribution: FNDA-Benchmark (Quarterly)
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SCHB
Schwab U.S. Broad Market ETF
ETFs U.S. Equities
Supplemental attribution: SCHB (Annual)
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SCHD
Schwab U.S. Dividend Equity ETF
ETFs U.S. Equities
Supplemental attribution: SCHD (Annual)
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SCHX
Schwab U.S. Large-Cap ETF
ETFs U.S. Equities
Supplemental attribution: SCHX (Annual)
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SCHG
Schwab U.S. Large-Cap Growth ETF
ETFs U.S. Equities
Supplemental attribution: SCHG (Annual)
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SCHV
Schwab U.S. Large-Cap Value ETF
ETFs U.S. Equities
Supplemental attribution: SCHV (Annual)
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SCHM
Schwab U.S. Mid-Cap ETF
ETFs U.S. Equities
Supplemental attribution: SCHM (Annual)
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SCHA
Schwab U.S. Small-Cap ETF
ETFs U.S. Equities
Supplemental attribution: SCHA (Annual)
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