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 | |||
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |