Mutual Funds

Schwab Funds

Exchange Hours Website
9:30 - 15:59 ET www.schwab.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
SCHWAB TOTAL BOND MARKET FUND SWLBX USD 100 USD 0 Bond No Load UNDEFINED Yes
SCHWAB 1000 INDEX FUND SNXFX USD 0 USD 0 Equity No Load UNDEFINED Yes
SCHWAB SHORT-TERM BOND MARKET FUND SWBDX USD 100 USD 0 Bond No Load UNDEFINED Yes
SCHWAB TAX-FREE BOND FUND SWNTX USD 100 USD 0 Bond No Load UNDEFINED Yes
SCHWAB CALIFORNIA TAX-FREE BOND FUND SWCAX USD 100 USD 0 Bond No Load UNDEFINED Yes
SCHWAB MARKETTRACK BALANCED PORTFOLIO SWBGX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB MARKETTRACK CONSERVATIVE PORTFOLIO SWCGX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB MARKETTRACK GROWTH PORTFOLIO SWHGX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB CORE EQUITY FUND SWANX USD 100 USD 0 Equity No Load UNDEFINED Yes
SCHWAB SMALL-CAP INDEX FUND SWSSX USD 0 USD 0 Equity No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS INTERNATIONAL MARKETMASTERS FUND SWOIX USD 100 USD 0 Stock No Load INVESTOR SHARES Yes
SCHWAB BALANCED FUND SWOBX USD 100 USD 0 Balanced No Load UNDEFINED Yes
SCHWAB INTERNATIONAL INDEX FUND SWISX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB MARKETTRACK ALL EQUITY PORTFOLIO SWEGX USD 100 USD 0 Equity No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS SMALL-CAP MARKETMASTERS FUND SWOSX USD 100 USD 0 Equity No Load INVESTOR SHARES Yes
SCHWAB TOTAL STOCK MARKET INDEX FUND SWTSX USD 0 USD 0 Equity No Load UNDEFINED Yes
SCHWAB FINANCIAL SERVICES FUND SWFFX USD 100 USD 0 Equity No Load UNDEFINED Yes
SCHWAB HEALTH CARE FUND SWHFX USD 100 USD 0 Equity No Load UNDEFINED Yes
SCHWAB GNMA FUND SWGSX USD 100 USD 0 Bond No Load UNDEFINED Yes
SCHWAB S&P 500 INDEX FUND SWPPX USD 0 USD 0 Equity No Load UNDEFINED Yes
SCHWAB SMALL-CAP EQUITY FUND SWSCX USD 100 USD 0 Equity No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS INTERNATIONAL MARKETMASTERS FUND SWMIX USD 50,000 USD 0 Stock No Load SELECT SHARES Yes
SCHWAB DIVIDEND EQUITY FUND SWDSX USD 100 USD 0 Stock No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS SMALL-CAP MARKETMASTERS FUND SWMSX USD 50,000 USD 0 Equity No Load SELECT SHARES Yes
SCHWAB TARGET 2010 FUND SWBRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2020 FUND SWCRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2030 FUND SWDRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2040 FUND SWERX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX FUND SFLNX USD 0 USD 0 Equity No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX FUND SFNNX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX FUND SFSNX USD 0 USD 0 Equity No Load UNDEFINED Yes
SCHWAB GLOBAL REAL ESTATE FUND SWASX USD 100 USD 0 Stock No Load UNDEFINED Yes
SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND SWRSX USD 0 USD 0 Bond No Load UNDEFINED Yes
SCHWAB LARGE-CAP GROWTH FUND SWLSX USD 100 USD 0 Equity No Load UNDEFINED Yes
SCHWAB INTERMEDIATE-TERM BOND FUND SWIIX USD 100 USD 0 Bond No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT SWJRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT SWKRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - MAXIMUM PAYOUT SWLRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB INTERNATIONAL CORE EQUITY SICNX USD 100 USD 0 Stock No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND SFENX USD 0 USD 0 Equity No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX FUND SFILX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB TARGET 2015 FUND SWGRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2025 FUND SWHRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2035 FUND SWIRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2045 FUND SWMRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2050 FUND SWNRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2055 FUND SWORX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB HEDGED EQUITY FUND SWHEX USD 100 USD 0 Alternatives No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND SFREX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB TARGET 2010 INDEX FUND SWYAX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2035 INDEX FUND SWYFX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2040 INDEX FUND SWYGX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2055 INDEX FUND SWYJX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2060 INDEX FUND SWYNX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2015 INDEX FUND SWYBX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2045 INDEX FUND SWYHX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2050 INDEX FUND SWYMX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2025 INDEX FUND SWYDX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2020 INDEX FUND SWYLX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2030 INDEX FUND SWYEX USD 0 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB TARGET 2030 INDEX FUND SWXEX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2010 INDEX FUND SWXAX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2015 INDEX FUND SWXBX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2060 INDEX FUND SWXKX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2020 INDEX FUND SWXCX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2055 INDEX FUND SWXJX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2025 INDEX FUND SWXDX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2035 INDEX FUND SWXFX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2045 INDEX FUND SWXHX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2040 INDEX FUND SWXGX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2050 INDEX FUND SWXIX USD 100 USD 0 Mixed Investments No Load INVESTOR SHARES Yes
SCHWAB TARGET 2060 FUND SWPRX USD 100 USD 0 Mixed Investments No Load UNDEFINED Yes
SCHWAB SHORT-TERM BOND INDEX FUND SWSBX USD 1,000 USD 0 N/A N/A UNDEFINED Yes
SCHWAB U.S. AGGREGATE BOND INDEX FUND SWAGX USD 1,000 USD 0 N/A N/A UNDEFINED Yes
SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND SWLGX USD 3,000 USD 0 Equity No Load UNDEFINED Yes
SCHWAB U.S. LARGE-CAP VALUE INDEX FUND SWLVX USD 3,000 USD 0 Stock No Load UNDEFINED Yes
SCHWAB U.S. MID-CAP INDEX FUND SWMCX USD 3,000 USD 0 Stock No Load UNDEFINED Yes

Notes:

  1. Advisor minimums may be lower.