Schwab 1000® Index

Schwab Asset Management has been an industry leader in index investments for more than 30 years. We offer low-cost ETFs, index mutual funds and separately-managed accounts, including those based on a Schwab proprietary index, the Schwab 1000 Index.

Schwab's legacy of indexing

Charles R. Schwab launched the Schwab 1000 Index in 1991. His goal? Give investors a simple, low-cost way to participate in the growth of the country’s largest companies. The same year, Schwab Asset Management launched its namesake mutual fund. Then based on demand, a corresponding ETF was launched in 2017.

Schwab 1000 Index® details

Methodology

A disciplined, rules based approach that ranks the largest U.S. stocks based on market capitalization.

Constituents

The index provides exposure to the 1,000 largest publicly traded U.S. companies.

Index Performance

With an inception dating back to 1991, the index has a long history of stated performance.

Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can view and download a prospectus by visiting www.schwabassetmanagement.com/prospectus. Please read it carefully before investing.

Past performance is no guarantee of future results. Dividends are not guaranteed.

The Schwab 1000 Index® is the property of Charles Schwab Investment Management, Inc. (CSIM) which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain the Index. The Index is not sponsored by S&P Dow Jones Indices or its affiliates or its third party licensors (collectively, "S&P Dow Jones Indices"). S&P Dow Jones Indices will not be liable for any errors or omissions in calculating the Index. "Calculated by S&P Dow Jones Indices" and the related stylized mark(s) are service marks of S&P Dow Jones Indices and have been licensed for use by CSIM. S&P® is a registered trademark of Standard & Poor's Financial Services LLC ("SPFS''), and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones").

Schwab 1000 Index® A float-adjusted market capitalization weighted index developed by Charles Schwab & Co., Inc. and sponsored by Charles Schwab Investment Management, Inc., that represents the performance of the largest 1,000 publicly traded companies in the United States. As a result of corporate actions, the index may be comprised of more or less than 1000 securities.

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

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