Our investment products
Find a product
Use the filter to find the product you’re interested in and download important information, including pricing and performance.
| Fund | Product Type | Asset Class | Gross Expense Ratio | Net Expense Ratio* | Inception Date | Save | 
|---|---|---|---|---|---|---|
| SWOBX Schwab Balanced Fund™ | Mutual Funds | Asset Allocation | 0.530% | 0.510% | 11/18/96 | Save | 
| SWEGX Schwab MarketTrack All Equity Portfolio™ | Mutual Funds | Asset Allocation | 0.500% | 0.500% | 05/19/98 | Save | 
| SWBGX Schwab MarketTrack Balanced Portfolio™ | Mutual Funds | Asset Allocation | 0.480% | 0.480% | 11/20/95 | Save | 
| SWCGX Schwab MarketTrack Conservative Portfolio™ | Mutual Funds | Asset Allocation | 0.500% | 0.500% | 11/20/95 | Save | 
| SWHGX Schwab MarketTrack Growth Portfolio™ | Mutual Funds | Asset Allocation | 0.500% | 0.500% | 11/20/95 | Save | 
| Schwab Monthly Income Funds | Mutual Funds | Asset Allocation | Save | |||
| Schwab Target Funds | Mutual Funds | Asset Allocation | Save | |||
| Schwab Target Index Funds | Mutual Funds | Asset Allocation | Save | |||
| Schwab Indexed Retirement Trusts™ | Collective Investment Trusts | Asset Allocation | Save | |||
| Schwab Managed Retirement Trusts™ ² | Collective Investment Trusts | Asset Allocation | Save | |||
| SWCAX Schwab California Tax-Free Bond Fund | Mutual Funds | Fixed Income | 0.410% | 0.380% | 02/24/92 | Save | 
| SWHYX Schwab Opportunistic Municipal Bond Fund | Mutual Funds | Fixed Income | 0.600% | 0.500% | 03/31/14 | Save | 
| SWSBX Schwab Short-Term Bond Index Fund | Mutual Funds | Fixed Income | 0.060% | 0.060% | 02/23/17 | Save | 
| SWNTX Schwab Tax-Free Bond Fund | Mutual Funds | Fixed Income | 0.410% | 0.380% | 09/11/92 | Save | 
| SWRSX Schwab Treasury Inflation Protected Securities Index Fund | Mutual Funds | Fixed Income | 0.050% | 0.050% | 03/31/06 | Save | 
| SWAGX Schwab U.S. Aggregate Bond Index Fund | Mutual Funds | Fixed Income | 0.040% | 0.040% | 02/23/17 | Save | 
| SCHJ Schwab 1-5 Year Corporate Bond ETF | ETFs | Fixed Income | 0.030% | 0.030% | 10/10/19 | Save | 
| SCHI Schwab 5-10 Year Corporate Bond ETF | ETFs | Fixed Income | 0.030% | 0.030% | 10/10/19 | Save | 
| SCCR Schwab Core Bond ETF | ETFs | Fixed Income | 0.160% | 0.160% | 02/05/25 | Save | 
| SCYB Schwab High Yield Bond ETF | ETFs | Fixed Income | 0.030% | 0.030% | 07/11/23 | Save | 
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | ETFs | Fixed Income | 0.030% | 0.030% | 08/05/10 | Save | 
| SCHQ Schwab Long-Term U.S. Treasury ETF | ETFs | Fixed Income | 0.030% | 0.030% | 10/10/19 | Save | 
| SMBS Schwab Mortgage-Backed Securities ETF | ETFs | Fixed Income | 0.030% | 0.030% | 11/19/24 | Save | 
| SCMB Schwab Municipal Bond ETF | ETFs | Fixed Income | 0.030% | 0.030% | 10/12/22 | Save | 
| SCHO Schwab Short-Term U.S. Treasury ETF | ETFs | Fixed Income | 0.030% | 0.030% | 08/05/10 | Save | 
| SCHZ Schwab U.S. Aggregate Bond ETF | ETFs | Fixed Income | 0.030% | 0.030% | 07/14/11 | Save | 
| SCHP Schwab U.S. TIPS ETF | ETFs | Fixed Income | 0.030% | 0.030% | 08/05/10 | Save | 
| SCUS Schwab Ultra-Short Income ETF | ETFs | Fixed Income | 0.140% | 0.140% | 08/13/24 | Save | 
| Schwab Institutional Trusts™—Fixed Income | Collective Investment Trusts | Fixed Income | Save | |||
| STCE Schwab Crypto Thematic ETF | ETFs | Global Equities | 0.300% | 0.300% | 08/04/22 | Save | 
| SFENX Schwab Fundamental Emerging Markets Equity Index Fund | Mutual Funds | International Equities | 0.390% | 0.390% | 01/31/08 | Save | 
| SFNNX Schwab Fundamental International Equity Index Fund | Mutual Funds | International Equities | 0.250% | 0.250% | 04/02/07 | Save | 
| SFILX Schwab Fundamental International Small Equity Index Fund | Mutual Funds | International Equities | 0.390% | 0.390% | 01/31/08 | Save | 
| SICNX Schwab International Core Equity Fund | Mutual Funds | International Equities | 0.870% | 0.860% | 05/30/08 | Save | 
| SWISX Schwab International Index Fund | Mutual Funds | International Equities | 0.060% | 0.060% | 05/19/97 | Save | 
| SWMIX Schwab® International Opportunities Fund | Mutual Funds | International Equities | 0.850% | 0.850% | 04/02/04 | Save | 
| SCHE Schwab Emerging Markets Equity ETF | ETFs | International Equities | 0.070% | 0.070% | 01/14/10 | Save | 
| FNDE Schwab Fundamental Emerging Markets Equity ETF | ETFs | International Equities | 0.390% | 0.390% | 08/15/13 | Save | 
| FNDF Schwab Fundamental International Equity ETF | ETFs | International Equities | 0.250% | 0.250% | 08/15/13 | Save | 
| FNDC Schwab Fundamental International Small Equity ETF | ETFs | International Equities | 0.390% | 0.390% | 08/15/13 | Save | 
| SCHY Schwab International Dividend Equity ETF | ETFs | International Equities | 0.080% | 0.080% | 04/29/21 | Save | 
| SCHF Schwab International Equity ETF | ETFs | International Equities | 0.030% | 0.030% | 11/03/09 | Save | 
| SCHC Schwab International Small-Cap Equity ETF | ETFs | International Equities | 0.080% | 0.080% | 01/14/10 | Save | 
| SWWXX Schwab AMT Tax-Free Money Fund - Investor Shares | Mutual Funds | Money Market | 0.360% | 0.340% | 11/06/06 | Save | 
| SCTXX Schwab AMT Tax-Free Money Fund – Ultra Shares | Mutual Funds | Money Market | 0.210% | 0.190% | 09/24/20 | Save | 
| SWKXX Schwab California Municipal Money Fund - Investor Shares | Mutual Funds | Money Market | 0.350% | 0.340% | 10/03/95 | Save | 
| SCAXX Schwab California Municipal Money Fund - Ultra Shares | Mutual Funds | Money Market | 0.200% | 0.190% | 09/24/20 | Save | 
| SNVXX Schwab Government Money Fund - Investor Shares | Mutual Funds | Money Market | 0.350% | 0.340% | 01/21/15 | Save | 
| SWGXX Schwab Government Money Fund - Sweep Shares | Mutual Funds | Money Market | 0.450% | 0.440% | 01/26/90 | Save | 
| SGUXX Schwab Government Money Fund – Ultra Shares | Mutual Funds | Money Market | 0.200% | 0.190% | 09/24/20 | Save | 
| SWPXX Schwab Government Money Market Portfolio | Mutual Funds | Money Market | 0.270% | 0.270% | 05/03/94 | Save | 
| SWTXX Schwab Municipal Money Fund - Investor Shares | Mutual Funds | Money Market | 0.350% | 0.340% | 07/07/95 | Save | 
| SWOXX Schwab Municipal Money Fund - Ultra Shares | Mutual Funds | Money Market | 0.200% | 0.190% | 06/02/03 | Save | 
| SWYXX Schwab New York Municipal Money Fund - Investor Shares | Mutual Funds | Money Market | 0.360% | 0.340% | 07/07/95 | Save | 
| SNYXX Schwab New York Municipal Money Fund - Ultra Shares | Mutual Funds | Money Market | 0.210% | 0.190% | 09/24/20 | Save | 
| SWVXX Schwab Prime Advantage Money Fund - Investor | Mutual Funds | Money Market | 0.350% | 0.340% | 04/30/92 | Save | 
| SNAXX Schwab Prime Advantage Money Fund - Ultra Shares | Mutual Funds | Money Market | 0.200% | 0.190% | 10/05/06 | Save | 
| SNRXX Schwab Retirement Government Money Fund™ | Mutual Funds | Money Market | 0.210% | 0.190% | 05/17/16 | Save | 
| SNOXX Schwab Treasury Obligations Money Fund - Investor Shares | Mutual Funds | Money Market | 0.350% | 0.340% | 04/24/12 | Save | 
| SCOXX Schwab Treasury Obligations Money Fund – Ultra Shares | Mutual Funds | Money Market | 0.200% | 0.190% | 09/24/20 | Save | 
| SNSXX Schwab U.S. Treasury Money Fund - Investor Shares | Mutual Funds | Money Market | 0.350% | 0.340% | 01/17/18 | Save | 
| SUTXX Schwab U.S. Treasury Money Fund – Ultra Shares | Mutual Funds | Money Market | 0.200% | 0.190% | 09/24/20 | Save | 
| SGVT Schwab® Government Money Market ETF | ETFs | Money Market | 0.280% | 0.280% | 06/12/25 | Save | 
| SFREX Schwab Fundamental Global Real Estate Index Fund | Mutual Funds | Real Estate | 0.390% | 0.390% | 10/22/14 | Save | 
| SWASX Schwab Global Real Estate Fund | Mutual Funds | Real Estate | 0.720% | 0.720% | 05/31/07 | Save | 
| SCHH Schwab U.S. REIT ETF | ETFs | Real Estate | 0.070% | 0.070% | 01/13/11 | Save | 
| SNXFX Schwab 1000 Index® Fund | Mutual Funds | U.S. Equities | 0.050% | 04/02/91 | Save | |
| SWANX Schwab Core Equity Fund | Mutual Funds | U.S. Equities | 0.720% | 0.720% | 07/01/96 | Save | 
| SWDSX Schwab Dividend Equity Fund | Mutual Funds | U.S. Equities | 0.890% | 0.890% | 09/02/03 | Save | 
| SFLNX Schwab Fundamental U.S. Large Company Index Fund | Mutual Funds | U.S. Equities | 0.250% | 04/02/07 | Save | |
| SFSNX Schwab Fundamental U.S. Small Company Index Fund | Mutual Funds | U.S. Equities | 0.250% | 04/02/07 | Save | |
| SWHFX Schwab Health Care Fund | Mutual Funds | U.S. Equities | 0.790% | 0.790% | 07/03/00 | Save | 
| SWLSX Schwab Large-Cap Growth Fund | Mutual Funds | U.S. Equities | 1.000% | 0.990% | 10/03/05 | Save | 
| SWPPX Schwab S&P 500 Index Fund | Mutual Funds | U.S. Equities | 0.020% | 05/19/97 | Save | |
| SWSCX Schwab Small-Cap Equity Fund | Mutual Funds | U.S. Equities | 1.080% | 1.080% | 07/01/03 | Save | 
| SWSSX Schwab Small-Cap Index Fund | Mutual Funds | U.S. Equities | 0.040% | 05/19/97 | Save | |
| SWTSX Schwab Total Stock Market Index Fund | Mutual Funds | U.S. Equities | 0.030% | 06/01/99 | Save | |
| SWLGX Schwab U.S. Large-Cap Growth Index Fund | Mutual Funds | U.S. Equities | 0.035% | 12/20/17 | Save | |
| SWLVX Schwab U.S. Large-Cap Value Index Fund | Mutual Funds | U.S. Equities | 0.035% | 12/20/17 | Save | |
| SWMCX Schwab U.S. Mid-Cap Index Fund | Mutual Funds | U.S. Equities | 0.040% | 12/20/17 | Save | |
| LGILX Schwab® Select Large Cap Growth Fund | Mutual Funds | U.S. Equities | 0.730% | 0.730% | 10/14/97 | Save | 
| SCHK Schwab 1000 Index® ETF | ETFs | U.S. Equities | 0.030% | 10/11/17 | Save | |
| SAEF Schwab Ariel Opportunities ETF (formerly known as Schwab Ariel ESG ETF) | ETFs | U.S. Equities | 0.590% | 11/16/21 | Save | |
| FNDB Schwab Fundamental U.S. Broad Market ETF | ETFs | U.S. Equities | 0.250% | 08/15/13 | Save | |
| FNDX Schwab Fundamental U.S. Large Company ETF | ETFs | U.S. Equities | 0.250% | 08/15/13 | Save | |
| FNDA Schwab Fundamental U.S. Small Company ETF | ETFs | U.S. Equities | 0.250% | 08/15/13 | Save | |
| SCHB Schwab U.S. Broad Market ETF | ETFs | U.S. Equities | 0.030% | 11/03/09 | Save | |
| SCHD Schwab U.S. Dividend Equity ETF | ETFs | U.S. Equities | 0.060% | 10/20/11 | Save | |
| SCHX Schwab U.S. Large-Cap ETF | ETFs | U.S. Equities | 0.030% | 11/03/09 | Save | |
| SCHG Schwab U.S. Large-Cap Growth ETF | ETFs | U.S. Equities | 0.040% | 12/11/09 | Save | |
| SCHV Schwab U.S. Large-Cap Value ETF | ETFs | U.S. Equities | 0.040% | 12/11/09 | Save | |
| SCHM Schwab U.S. Mid-Cap ETF | ETFs | U.S. Equities | 0.040% | 01/13/11 | Save | |
| SCHA Schwab U.S. Small-Cap ETF | ETFs | U.S. Equities | 0.040% | 11/03/09 | Save | |
| Schwab Institutional Trusts™—Equity | Collective Investment Trusts | U.S. Equities | Save |