Schwab AMT Tax-Free Money Fund – Ultra Shares

Type: Mutual Funds Symbol: SCTXX Net Expense Ratio: 0.190%

Summary

Objective

The fund’s goal is to seek the highest current income exempt from federal income tax that is consistent with stability of capital and liquidity.

Highlights

  • Seeks to generate current income exempt from federal income tax, including AMT, while maintaining liquidity
  • Invests in short-term municipal money market securities issued by states, local governments and other municipal agencies 
  • Actively managed, benefiting from extensive credit research and professional money management

As of October 2, 2023, the prospectuses for the Schwab Money Funds were updated to remove language tied to redemption gates, thresholds, and liquidity fees. Please see the fund's prospectus under "Documents" above for additional details.

Fund Details

Performance

Portfolio

Distributions

Liquidity

Net Flows

Documents

Prospectus and Other Regulatory Documents

SCTXX Prospectus and Other Regulatory Documents