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
Minimum 1
Load
Type
Share
Class
Transaction
Fee
SCHWAB 1000 INDEX FUND SNXFX N/A USD 22,300,000 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 N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK CONSERVATIVE PORT SWCGX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
MARKETTRACK GROWTH PORTFOLIO SWHGX N/A USD 1,000,000 USD 0 No Load INVESTOR SHARES Yes
SCHWAB CORE EQUITY FUND SWANX N/A USD 3,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB SMALL CAP INDEX FUND SWSSX N/A USD 10,400,000 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 15,700,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK ALL EQUITY PORT SWEGX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TOTAL STOCK MARKET INDEX FUND SWTSX N/A USD 26,900,000 USD 0 No Load UNDEFINED Yes
SCHWAB HEALTH CARE FUND SWHFX N/A USD 2,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB S&P 500 INDEX FUND SWPPX N/A USD 100,500,000 USD 0 No Load UNDEFINED Yes
SCHWAB SMALL CAP EQUITY FUND SWSCX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB INTERNATIONAL OPPORTUNITIES 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 N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2020 FUND SWCRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2030 FUND SWDRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2040 FUND SWERX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND US LARGE COMPANY INDEX FUND SFLNX N/A USD 10,100,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND INTL LG COMPANY INDEX FUND SFNNX Stock USD 2,300,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND US SMALL COMPANY INDEX FUND SFSNX N/A USD 3,400,000 USD 0 No Load UNDEFINED Yes
SCHWAB GLOBAL REAL ESTATE FUND SWASX Stock USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TREASURY INFLATED PROT SEC INX FD SWRSX Bond USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB LARGE CAP GROWTH FUND SWLSX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - TARGET PAYOUT SWJRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - FLEXIBLE PAYOUT SWKRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - INCOME PAYOUT SWLRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB INTERNATIONAL CORE EQUITY FUND SICNX Stock USD 2,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND EMRG MKTS LG CO INDEX FD SFENX N/A USD 1,500,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND INTL SMALL CO INDEX FUND SFILX Stock USD 1,500,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2015 FUND SWGRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2025 FUND SWHRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2035 FUND SWIRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2045 FUND SWMRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2050 FUND SWNRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2055 FUND SWORX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND GLOBAL REAL ESTATE INDEX FUND SFREX Stock USD 200,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2010 INDEX FD INST SHRS SWYAX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2035 INDEX FD INST SHRS SWYFX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2040 INDEX FD INST SHRS SWYGX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2055 INDEX FD INST SHRS SWYJX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2060 INDEX FD INST SHRS SWYNX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2015 INDEX FD INST SHRS SWYBX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2045 INDEX FD INST SHRS SWYHX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2050 INDEX FD INST SHRS SWYMX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2025 INDEX FD INST SHRS SWYDX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2020 INDEX FD INST SHRS SWYLX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2030 INDEX FD INST SHRS SWYEX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2060 FUND SWPRX N/A USD 400,000 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.OLD N/A USD 1,000,000 USD 1,000 N/A UNDEFINED Yes
SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND SWLGX N/A USD 1,100,000 USD 0 No Load UNDEFINED Yes
SCHWAB U.S. LARGE-CAP VALUE INDEX FUND SWLVX Stock USD 700,000 USD 0 No Load UNDEFINED Yes
SCHWAB U.S. MID-CAP INDEX FUND SWMCX Stock USD 1,100,000 USD 0 No Load UNDEFINED Yes

Notes:

  1. Advisor minimums may be lower.