About

ABOUT US

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LOW-COST INDEX PHILOSOPHY

• See why we strive to keep our index product expenses among the lowest in the industry >

ASSET ALLOCATION PHILOSOPHY

• See how our research-driven process aligns investments with client’s financial goals, risk tolerance and time horizon >

INVESTMENT STEWARDSHIP

• Learn about the measured approach we take to promote long-term shareholder value >

OUR TEAM

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FORM CRS

• Form CRS highlights certain aspects of the nature of our investment advisory relationship with you >

Products

PRODUCTS

• Learn about our straightforward lineup of core products and solutions >

PRODUCT FINDER

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PRODUCT TYPES

• ETFs
• Mutual funds
• Collective investment trusts
• Separately managed accounts

PRODUCT STRATEGIES

• Index
• Direct indexing
• Strategic beta
• Active
• Fixed income
• Multi-asset
• Money market funds
• Model portfolios

MONEY FUND YIELDS

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FEATURED TOPICS

• Schwab 1000 Index®
• Strategic beta investing: Fundamental Index®
• Liquidity management
• Income strategies

PROSPECTUS & REPORTS

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DATA SOURCES & DEFINITIONS

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Insights & News

INSIGHTS & NEWS

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PRESS RELEASES

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SPECIAL SECTIONS

• Market commentary
• Investment outlook for advisors
• Investment insights
• Wealth management
• Chart in a Minute
• Behavioral finance
• Schwab Market Talk Replays

INSIGHTS BY TOPIC

• Direct indexing
• ETFs
• Fixed Income
• Money market funds
• Index
• Multi-asset

Resources & Tools

RESOURCES & TOOLS

• Look to us for education, tools, and information to help develop better outcomes for you and your clients >

DISTRIBUTIONS & TAX RESOURCES

• View end-of-year capital gains distributions and tax information >

DOCUMENTS

• Go to our library of useful documents that can help you learn about various products >

EDUCATIONAL RESOURCES

• Asset allocation
• Behavioral finance
• ETF education
• Women and investing

FINANCIAL TOOLS

• Fee impact simulator

Contact Us