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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Fact Sheet

Fact Sheet

Fact Sheet

Fact Sheet

Prospectus and Other Regulatory Documents

SCMB Prospectus and Other Regulatory Documents

A quick yet detailed look at our views on managing liquidity and why it is so important.
Presentations and Brochures

Important points about Liquidity Fees and Redemption Gates.
Fixed Income

 

Jason Diefenthaler, Head of Municipal Bond Strategies at Schwab Asset Management, discusses key factors that Wasmer SchroederTM Strategies considers when determining optimal in-state weightings in the portfolio construction process.

 

Portfolio Holdings

SCHY Portfolio Holdings

Portfolio Holdings

SAEF Portfolio Holdings