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Charles Schwab Funds

Charles Schwab is a company that sells mutual funds with $179,298M in... Charles Schwab is a company that sells mutual funds with $179,298M in assets under management. The average expense ratio from all mutual funds is 0.11%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1994. The average manager tenure for all managers at Charles Schwab is 6.65 years. The company offers investors 72 mutual funds, in terms of the number of individual fund symbols. View more View less

Charles Schwab is a company that sells mutual funds with $179,298M in assets under management. The average expense ratio from all mutual funds is 0.11%. 100.00% of all the mutual funds are no... Charles Schwab is a company that sells mutual funds with $179,298M in assets under management. The average expense ratio from all mutual funds is 0.11%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1994. The average manager tenure for all managers at Charles Schwab is 6.65 years. The company offers investors 72 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Filter by Security Type
As of 3/27/24
Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$80.01

-0.29%

$71.36 B

1.30%

$1.05

33.05%

11.09%

14.95%

12.88%

0.02%

$88.14

-0.24%

$18.28 B

1.29%

$1.14

32.49%

9.23%

14.10%

12.20%

0.03%

Schwab 1000 Index Fund

SNXFX | Fund | Other

$111.91

-0.25%

$13.14 B

1.29%

$1.44

33.29%

9.97%

14.50%

12.46%

0.05%

Schwab U.S. Treasury Money Fund

SNSXX | Fund | Investor

$1.00

0.00%

$9.25 B

4.97%

$0.05

4.54%

-

1.58%

-

0.35%

Schwab International Index Fund

SWISX | Fund | Other

$23.80

+0.08%

$8.62 B

3.14%

$0.75

17.97%

4.44%

7.42%

4.86%

0.06%

$26.07

-0.15%

$6.85 B

1.73%

$0.45

26.85%

10.61%

14.38%

11.51%

0.25%

Schwab Small-Cap Index Fund

SWSSX | Fund | Other

$33.30

-0.21%

$5.23 B

1.45%

$0.49

20.03%

-0.94%

7.66%

7.55%

0.04%

$1.00

0.00%

$4.38 B

2.78%

$0.03

2.68%

-

0.99%

0.69%

0.35%

$8.86

+0.23%

$4.35 B

3.62%

$0.32

2.18%

-2.60%

0.19%

-

0.04%

$10.23

+0.20%

$2.51 B

3.50%

$0.36

0.91%

-0.78%

2.41%

2.08%

0.05%

Schwab Government Money Fund

SNVXX | Fund | Investor

$1.00

0.00%

$2.39 B

4.98%

$0.05

5.06%

-

1.68%

-

0.35%

$24.12

0.00%

$2.19 B

0.00%

$0.00

49.85%

8.11%

14.84%

13.52%

0.75%

$11.00

+0.09%

$2.15 B

3.12%

$0.34

19.93%

6.35%

8.48%

5.12%

0.25%

$1.00

0.00%

$1.65 B

4.97%

$0.05

4.64%

-

1.64%

-

0.35%

$16.67

-0.24%

$1.62 B

1.36%

$0.23

19.46%

4.37%

9.96%

8.53%

0.25%

Schwab Short-Term Bond Index Fund

SWSBX | Fund | Other

$9.49

0.00%

$1.48 B

0.00%

-

3.22%

-0.56%

1.08%

-

0.06%

$99.61

-0.37%

$1.33 B

0.03%

$0.03

44.25%

12.65%

18.62%

-

0.03%

Schwab Core Equity Fund

SWANX | Fund | Other

$21.90

-0.18%

$1.22 B

0.95%

$0.21

27.47%

8.95%

12.01%

10.63%

0.73%

Schwab U.S. Mid-Cap Index Fund

SWMCX | Fund | Other

$63.00

-0.03%

$1.11 B

1.39%

$0.88

24.69%

5.33%

10.81%

-

0.04%

Schwab AMT Tax-Free Money Fund

SWWXX | Fund | Investor

$1.00

0.00%

$1.09 B

3.03%

$0.03

2.88%

-

1.06%

0.74%

0.37%

Schwab Target 2040 Fund

SWERX | Fund | Other

$17.64

-0.11%

$1.01 B

1.95%

$0.34

21.28%

4.25%

8.51%

7.55%

0.51%

$20.79

+0.78%

$972.43 M

1.67%

$0.34

11.02%

-3.14%

5.55%

4.03%

0.85%

Schwab Target 2030 Fund

SWDRX | Fund | Other

$16.12

-0.06%

$912.81 M

2.27%

$0.37

17.30%

3.19%

7.21%

6.56%

0.42%

Schwab Target 2030 Index Fund

SWYEX | Fund | Other

$15.12

-0.07%

$850.77 M

2.20%

$0.33

16.98%

3.66%

7.51%

-

0.12%

$25.93

-0.12%

$839.30 M

1.93%

$0.50

20.02%

5.10%

8.80%

7.56%

0.50%

Schwab Health Care Fund

SWHFX | Fund | Other

$27.14

+0.26%

$763.68 M

0.82%

$0.22

11.30%

6.45%

9.00%

9.57%

0.79%

$23.15

-0.17%

$755.49 M

1.73%

$0.40

24.10%

6.52%

10.41%

8.66%

0.51%

Schwab Target 2040 Index Fund

SWYGX | Fund | Other

$16.61

-0.12%

$731.71 M

1.97%

$0.33

20.91%

4.83%

8.94%

-

0.12%

$8.67

-0.12%

$723.10 M

4.91%

$0.43

12.71%

1.69%

4.08%

3.83%

0.39%

$54.92

-0.09%

$615.87 M

2.14%

$1.18

21.56%

7.12%

9.92%

-

0.03%

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