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 1000 INDEX FUND SNXFX Equity USD 17,400,000 USD 0 No Load UNDEFINED Yes
SCHWAB TAX-FREE BOND FUND SWNTX Bond USD 5,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB CALIFORNIA TAX-FREE BOND FUND SWCAX Bond USD 5,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK BALANCED PORTFOLIO SWBGX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK CONSERVATIVE PORTFOLIO SWCGX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK GROWTH PORTFOLIO SWHGX Mixed Investments USD 1,000,000 USD 0 No Load INVESTOR SHARES Yes
SCHWAB CORE EQUITY FUND SWANX Equity USD 2,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB SMALL-CAP INDEX FUND SWSSX Equity USD 7,600,000 USD 0 No Load UNDEFINED Yes
SCHWAB BALANCED FUND SWOBX Balanced USD 1,000,000 USD 0 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 0 No Load UNDEFINED Yes
SCHWAB TOTAL STOCK MARKET INDEX FUND SWTSX Equity USD 14,300,000 USD 0 No Load UNDEFINED Yes
SCHWAB HEALTH CARE FUND SWHFX Equity USD 1,000,000 USD 0 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 0 No Load UNDEFINED Yes
SCHWAB FUNDS LAUDUS INTERNATIONAL MARKETMASTERS FUND SWMIX Stock USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB DIVIDEND EQUITY FUND SWDSX Stock USD 2,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2010 FUND SWBRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2020 FUND SWCRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2030 FUND SWDRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2040 FUND SWERX Mixed Investments USD 1,000,000 USD 0 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 0 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 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT SWJRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT SWKRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INCOME FUND - MAXIMUM PAYOUT SWLRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB INTERNATIONAL CORE EQUITY SICNX Stock USD 1,000,000 USD 0 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 0 No Load UNDEFINED Yes
SCHWAB TARGET 2025 FUND SWHRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2035 FUND SWIRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2045 FUND SWMRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2050 FUND SWNRX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2055 FUND SWORX Mixed Investments USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB HEDGED EQUITY FUND SWHEX Alternatives USD 1,000,000 USD 0 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 2060 FUND SWPRX Mixed Investments USD 240,000 USD 0 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 0 No Load UNDEFINED Yes
SCHWAB U.S. LARGE-CAP VALUE INDEX FUND SWLVX Stock USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB U.S. MID-CAP INDEX FUND SWMCX Stock USD 1,000,000 USD 0 No Load UNDEFINED Yes

Notes:

  1. Advisor minimums may be lower.