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Product document library

We've put together a library of useful documents that can help you learn about various products and assist you in your selection process.

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Use the filters below to find information on a variety of products.

Prospectus and Other Regulatory Documents

SWSSX Prospectus and Other Regulatory Documents

Schwab Small-Cap Index Fund®

Prospectus and Other Regulatory Documents

SWSCX Prospectus and Other Regulatory Documents

Schwab Small-Cap Equity Fund

Prospectus and Other Regulatory Documents

SWHRX Prospectus and Other Regulatory Documents

Schwab Target 2025 Fund

Prospectus and Other Regulatory Documents

SWPPX Prospectus and Other Regulatory Documents

Schwab S&P 500 Index Fund

Prospectus and Other Regulatory Documents

SWNRX Prospectus and Other Regulatory Documents

Schwab Target 2050 Fund

Prospectus and Other Regulatory Documents

SWOBX Prospectus and Other Regulatory Documents

Schwab Balanced Fund

Product Documents

Schwab 1000 Index® Methodology

A disciplined, rules-based approach that ranks all U.S. stocks based on market capitalization
Prospectus and Other Regulatory Documents

SFENX Prospectus and Other Regulatory Documents

Schwab Fundamental Emerging Markets Large Company Index Fund

Prospectus and Other Regulatory Documents

SFNNX Prospectus and Other Regulatory Documents

Schwab Fundamental International Large Company Index Fund

Prospectus and Other Regulatory Documents

SFILX Prospectus and Other Regulatory Documents

Schwab Fundamental International Small Company Index Fund

Prospectus and Other Regulatory Documents

SFLNX Prospectus and Other Regulatory Documents

Schwab Fundamental US Large Company Index Fund

Prospectus and Other Regulatory Documents

SFSNX Prospectus and Other Regulatory Documents

Schwab Fundamental US Small Company Index Fund

Prospectus and Other Regulatory Documents

SCHD Prospectus and Other Regulatory Documents

Schwab U.S. Dividend Equity ETF

Prospectus and Other Regulatory Documents

SCHM Prospectus and Other Regulatory Documents

Schwab U.S. Mid-Cap ETF

Prospectus and Other Regulatory Documents

SCHA Prospectus and Other Regulatory Documents

Schwab U.S. Small-Cap ETF

Prospectus and Other Regulatory Documents

SCHH Prospectus and Other Regulatory Documents

Schwab U.S. REIT ETF