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 1000 INDEX FUND SNXFX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TAX-FREE BOND FUND SWNTX USD 0 USD 0 Bond No Load UNDEFINED Yes
SCHWAB CALIFORNIA TAX-FREE BOND FUND SWCAX USD 0 USD 0 Bond No Load UNDEFINED Yes
SCHWAB MARKETTRACK BALANCED PORTFOLIO SWBGX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB MARKETTRACK CONSERVATIVE PORT SWCGX USD 0 USD 0 N/A No Load UNDEFINED Yes
MARKETTRACK GROWTH PORTFOLIO SWHGX USD 0 USD 0 N/A No Load INVESTOR SHARES Yes
SCHWAB CORE EQUITY FUND SWANX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB SMALL CAP INDEX FUND SWSSX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB BALANCED FUND SWOBX USD 0 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 PORT SWEGX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TOTAL STOCK MARKET INDEX FUND SWTSX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB HEALTH CARE FUND SWHFX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB S&P 500 INDEX FUND SWPPX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB SMALL CAP EQUITY FUND SWSCX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB INTERNATIONAL OPPORTUNITIES FUND SWMIX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB DIVIDEND EQUITY FUND SWDSX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB TARGET 2010 FUND SWBRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2020 FUND SWCRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2030 FUND SWDRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2040 FUND SWERX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB FND US LARGE COMPANY INDEX FUND SFLNX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB FND INTL LG COMPANY INDEX FUND SFNNX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB FND US SMALL COMPANY INDEX FUND SFSNX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB GLOBAL REAL ESTATE FUND SWASX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB TREASURY INFLATED PROT SEC INX FD SWRSX USD 0 USD 0 Bond No Load UNDEFINED Yes
SCHWAB LARGE CAP GROWTH FUND SWLSX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - MODERATE PAYOUT SWJRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - ENHANCED PAYOUT SWKRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - MAXIMUM PAYOUT SWLRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB INTERNATIONAL CORE EQUITY FUND SICNX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB FND EMRG MKTS LG CO INDEX FD SFENX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB FND INTL SMALL CO INDEX FUND SFILX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB TARGET 2015 FUND SWGRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2025 FUND SWHRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2035 FUND SWIRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2045 FUND SWMRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2050 FUND SWNRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2055 FUND SWORX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB FND GLOBAL REAL ESTATE INDEX FUND SFREX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB TARGET 2010 INDEX FD INST SHRS SWYAX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2035 INDEX FD INST SHRS SWYFX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2040 INDEX FD INST SHRS SWYGX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2055 INDEX FD INST SHRS SWYJX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2060 INDEX FD INST SHRS SWYNX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2015 INDEX FD INST SHRS SWYBX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2045 INDEX FD INST SHRS SWYHX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2050 INDEX FD INST SHRS SWYMX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2025 INDEX FD INST SHRS SWYDX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2020 INDEX FD INST SHRS SWYLX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2030 INDEX FD INST SHRS SWYEX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB TARGET 2060 FUND SWPRX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB SHORT-TERM BOND INDEX FUND SWSBX USD 1,000 USD 1,000 N/A N/A UNDEFINED Yes
SCHWAB U.S. AGGREGATE BOND INDEX FUND SWAGX.OLD USD 1,000 USD 1,000 N/A N/A UNDEFINED Yes
SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND SWLGX USD 0 USD 0 N/A No Load UNDEFINED Yes
SCHWAB U.S. LARGE-CAP VALUE INDEX FUND SWLVX USD 0 USD 0 Stock No Load UNDEFINED Yes
SCHWAB U.S. MID-CAP INDEX FUND SWMCX USD 0 USD 0 Stock No Load UNDEFINED Yes

Notes:

  1. Advisor minimums may be lower.