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Active products and solutions

Equity and fixed income funds that are actively managed by the Charles Schwab Investment Management Investment teams or sub-advised by third-party investment managers.

What we offer

We provide active equity and fixed income funds managed by Charles Schwab Investment Management that can serve as core or complementary components of investor portfolios. Additionally, we offer investors access to a select group of active managers through our sub-advised Laudus Funds®.

Active solution

Our approach to the Schwab Active Equity Funds

Traditional active equity managers tend to favor either a quantitative approach, using objective mathematical algorithms for assessments and valuation, or a qualitative approach, seeking to gain an understanding of a company through in-depth and perhaps more subjective research.

However, we view active equity analysis as a dynamic process. So in analyzing and building the Schwab Active Equity Funds, we attempt to capitalize on both quantitative and qualitative approaches—and have refined our bottom-up approach to stock selection to focus on generating consistent, risk-adjusted excess return and long-term value.

Schwab Active Equity differentiators

Schwab Active Equity Funds aim to reliably generate risk-adjusted returns by integrating quantitative signals and qualitative research in an attempt to capitalize on both.

Schwab active equity strategies offer:

  • A disciplined investment process that integrates quantitative and qualitative research and analysis through a bottom-up approach to stock selection.
  • The investment team’s focus is on generating consistent, risk-adjusted excess return in order to provide shareholders with long-term value.  

Learn more about Schwab Active Equity Funds 

Active solution

Sub-advised funds

We also offer investors access to a select group of active managers through our sub-advised Laudus Funds.

Laudus Funds

Laudus Funds offer investors access to some of the world's leading investment managers. With a rigorous manager selection process and ongoing oversight by Charles Schwab Investment Management, Laudus Funds offer single and multi-manager strategies.

Review a selection of Laudus Funds

Active solution

Schwab Tax-Free Bond Funds

Schwab Tax-Free Bond Funds™ provide the opportunity to access a diverse set of municipal bonds with the goal of maintaining a strong overall credit rating. We offer both a national and California option, backed by a robust team of credit analysts and portfolio managers keen on risk management.

Advisor tools

We have tools available to assist advisors' research and compare Schwab's active products.

Fee impact simulator

Use the fee impact simulator to see the long-term effects of pricing on a portfolio. 

Fund explorer

Browse a full lineup of Schwab funds, including equity, fixed income, and asset allocation funds with the fund explorer.

Featured active products

See our highlighted Active funds, or browse all our investment products.

Active insights

See what our executives and strategists have to say about Active investing.

Investment Insights

Do actively managed bond strategies offer better risk protection than passively managed bond strategies in market downturns? Data from COVID-19 and the 2008 financial crisis say, “No.”
Investment Insights

Today's environment is provoking some confusion about fixed income. Use this paper as a primer for talking with clients about fixed income opportunities.
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.