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Liquidity Management White Paper

Learn why a robust and holistic approach is essential.

Liquidity Management Brochure

Brief overview of Liquidity Management at Charles Schwab.

Liquidity Management Pitchbook

Detailed information on Liquidity Management at Charles Schwab.
Performance and Reports

Monthly Performance and Fund Net Assets Report

Performance and Reports

Schwab ETFs Monthly Trading Report

Fund Performance

ETF Investment Performance Summary

Fund Performance
Performance and Reports

Schwab Funds Investment Performance Summary

Fund Performance

Schwab Funds and ETFs with Russian Exposure

Prospectus and Other Regulatory Documents

Laudus Trust Shareholder Proxy

Performance and Reports

Schwab Target Index Funds Composite Index and Glide Path Allocations

Behavioral Finance Client-Approved Infographic

Performance and Reports

Schwab Target Funds Composite Index and Glide Path Allocations

Fact Sheet

SWSBX Fact Sheet

Fact Sheet

SWORX Fact Sheet

Fact Sheet

SWYDX Fact Sheet

Fact Sheet

SCHH Fact Sheet