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  1. Access low-cost index funds and ETFs from an industry leader. Since 1991, Schwab has provided clients with new ways to access efficient, cost-effective, index-based investments. Schwab Asset Management™ is the third-largest provider of index mutual funds.

  2. Schwab Index Funds make it easy to build a diversified portfolio with some of the lowest expense ratios in the industry.

  3. Review our list of all Charles Schwab Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!

  4. Find quality mutual funds and ETFs with a Charles Schwab Select List®. Lists of prescreened, no-load mutual funds and low cost ETFs in over 65 categories.

  5. A straightforward, low-cost fund with no investment minimum. The Fund can serve as part of the core of a diversified portfolio. Simple access to 500 leading U.S. companies and captures approximately 80% coverage of available U.S. market capitalization.

  6. Schwab offers two families of index funds: our Equity Index Funds ‐ which follow broad market indexes, and our Fundamental Index® Funds ‐ which follow innovative indexes that are weighted based on measures of company size ‐ adjusted sales, retained operating cash flow, and dividends + buybacks.

  7. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO.

  8. Apr 30, 2024 · Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO.

  9. The investment seeks to track the total return of the S&P 500® Index. The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher.

  10. Sep 15, 2021 · Charles Schwab has a wide range of index funds and ETFs that make it possible to build a diversified retirement portfolio with only a handful of mutual funds.

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