Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| SCHWAB CAP TR FUND EMRGN LARGE (SFENX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB CAP TR FDA INTL SM INDX (SFILX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB CAP TR FDL USLCOIDX I (SFLNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB CAP TR FDLINT LCIDX I (SFNNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB CAP TR FDL US SMCO INDX (SFSNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB US AGGREGATE BOND INDEX FD (SWAGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB CORE EQUITY FUND (SWANX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB GLOBAL REAL ESTATE FD SELECT SHAR (SWASX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB MKTTRK BALANCED (SWBGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB MKTTRK CONSERVATIVE (SWCGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB DIVIDEND EQUITY FUND SELECT SHARE (SWDSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB MARKET TRACK ALL EQUITY PORTFOLIO (SWEGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB HEALTH CARE FUND (SWHFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB MKTTRK GROWTH (SWHGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB TARGET 2025 FUND (SWHRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB INTERNATIONAL INDEX FUND SELECT S (SWISX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB LARGECAP GROWTH FUND SELECT SHARE (SWLSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB TAXFREE BD FD INV CL (SWNTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB S&P 500 FUND SELECT SHARES (SWPPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB SMALLCAP EQUITY FUND SELECT SHARE (SWSCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB SMALL CAP INDEX FUND SELECT SHARE (SWSSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB TOTAL STK MKTSEL (SWTSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.