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 Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
SCHWAB TOTAL BOND MARKET FUND SWLBX Bond USD 4,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB 1000 INDEX FUND SNXFX Equity USD 17,400,000 USD 0 No Load UNDEFINED Yes
SCHWAB SHORT-TERM BOND MARKET FUND SWBDX Bond USD 3,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TAX-FREE BOND FUND SWNTX Bond USD 5,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB CALIFORNIA TAX-FREE BOND FUND SWCAX Bond USD 5,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB MARKETTRACK BALANCED PORTFOLIO SWBGX Mixed Investments USD 1,000,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB MARKETTRACK CONSERVATIVE PORTFOLIO SWCGX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB MARKETTRACK GROWTH PORTFOLIO SWHGX Mixed Investments USD 1,000,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB CORE EQUITY FUND SWANX Equity USD 2,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB SMALL-CAP INDEX FUND SWSSX Equity USD 7,600,000 USD 0 No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS INTERNATIONAL MARKETMASTERS FUND SWOIX Stock USD 1,000,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB BALANCED FUND SWOBX Balanced USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB INTERNATIONAL INDEX FUND SWISX Stock USD 8,100,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK ALL EQUITY PORTFOLIO SWEGX Equity USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS SMALL-CAP MARKETMASTERS FUND SWOSX Equity USD 200,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TOTAL STOCK MARKET INDEX FUND SWTSX Equity USD 14,300,000 USD 0 No Load UNDEFINED Yes
SCHWAB FINANCIAL SERVICES FUND SWFFX Equity USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB HEALTH CARE FUND SWHFX Equity USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB GNMA FUND SWGSX Bond USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB S&P 500 INDEX FUND SWPPX Equity USD 64,800,000 USD 0 No Load UNDEFINED Yes
SCHWAB SMALL-CAP EQUITY FUND SWSCX Equity USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS INTERNATIONAL MARKETMASTERS FUND SWMIX Stock USD 1,000,000 USD 50,000 No Load SELECT SHARES Yes
SCHWAB DIVIDEND EQUITY FUND SWDSX Stock USD 2,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS SMALL-CAP MARKETMASTERS FUND SWMSX Equity USD 200,000 USD 50,000 No Load SELECT SHARES Yes
SCHWAB TARGET 2010 FUND SWBRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TARGET 2020 FUND SWCRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TARGET 2030 FUND SWDRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TARGET 2040 FUND SWERX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX FUND SFLNX Equity USD 13,100,000 USD 0 No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX FUND SFNNX Stock USD 2,800,000 USD 0 No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX FUND SFSNX Equity USD 4,100,000 USD 0 No Load UNDEFINED Yes
SCHWAB GLOBAL REAL ESTATE FUND SWASX Stock USD 500,000 USD 100 No Load UNDEFINED Yes
SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND SWRSX Bond USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB LARGE-CAP GROWTH FUND SWLSX Equity USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB INTERMEDIATE-TERM BOND FUND SWIIX Bond USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT SWJRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT SWKRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - MAXIMUM PAYOUT SWLRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB INTERNATIONAL CORE EQUITY SICNX Stock USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND SFENX Equity USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX FUND SFILX Stock USD 1,400,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2015 FUND SWGRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TARGET 2025 FUND SWHRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TARGET 2035 FUND SWIRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TARGET 2045 FUND SWMRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TARGET 2050 FUND SWNRX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB TARGET 2055 FUND SWORX Mixed Investments USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB HEDGED EQUITY FUND SWHEX Alternatives USD 1,000,000 USD 100 No Load UNDEFINED Yes
SCHWAB FUNDAMENTAL GLOBAL REAL ESTATE INDEX FUND SFREX Stock USD 200,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2010 INDEX FUND SWYAX Mixed Investments USD 400,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2035 INDEX FUND SWYFX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2040 INDEX FUND SWYGX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2055 INDEX FUND SWYJX Mixed Investments USD 400,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2060 INDEX FUND SWYNX Mixed Investments USD 450,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2015 INDEX FUND SWYBX Mixed Investments USD 500,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2045 INDEX FUND SWYHX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2050 INDEX FUND SWYMX Mixed Investments USD 700,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2025 INDEX FUND SWYDX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2020 INDEX FUND SWYLX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2030 INDEX FUND SWYEX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2030 INDEX FUND SWXEX Mixed Investments USD 1,000,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2010 INDEX FUND SWXAX Mixed Investments USD 240,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2015 INDEX FUND SWXBX Mixed Investments USD 350,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2060 INDEX FUND SWXKX Mixed Investments USD 320,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2020 INDEX FUND SWXCX Mixed Investments USD 940,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2055 INDEX FUND SWXJX Mixed Investments USD 270,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2025 INDEX FUND SWXDX Mixed Investments USD 1,000,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2035 INDEX FUND SWXFX Mixed Investments USD 1,000,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2045 INDEX FUND SWXHX Mixed Investments USD 660,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2040 INDEX FUND SWXGX Mixed Investments USD 1,000,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2050 INDEX FUND SWXIX Mixed Investments USD 520,000 USD 100 No Load INVESTOR SHARES Yes
SCHWAB TARGET 2060 FUND SWPRX Mixed Investments USD 240,000 USD 100 No Load UNDEFINED Yes
SCHWAB SHORT-TERM BOND INDEX FUND SWSBX N/A USD 1,000,000 USD 1,000 N/A UNDEFINED Yes
SCHWAB U.S. AGGREGATE BOND INDEX FUND SWAGX N/A USD 1,000,000 USD 1,000 N/A UNDEFINED Yes
SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND SWLGX Equity USD 1,000,000 USD 3,000 No Load UNDEFINED Yes
SCHWAB U.S. LARGE-CAP VALUE INDEX FUND SWLVX Stock USD 1,000,000 USD 3,000 No Load UNDEFINED Yes
SCHWAB U.S. MID-CAP INDEX FUND SWMCX Stock USD 1,000,000 USD 3,000 No Load UNDEFINED Yes

Notes:

  1. Advisor minimums may be lower.