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.

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

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