Prospectus & Reports
 

Fund prospectuses provide detailed information about a fund's investment strategy, risks, fees and expenses, and investment policies. Shareholder reports (annual and semi-annual) provide timely performance, portfolio characteristics, manager commentary and other current information.

Read a description of Schwab Funds proxy voting procedures or view our proxy voting record.

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Fundamental Index* Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SFLNXSchwab Fundamental US Large Company Index FundViewViewViewView
SFSNXSchwab Fundamental US Small Company Index Fund1ViewViewViewView
SFNNXSchwab Fundamental International Large Company Index FundViewViewViewView
SFILXSchwab Fundamental International Small Company Index Fund2ViewViewViewView
SFENXSchwab Fundamental Emerging Markets Large Company Index Fund3ViewViewViewView
Real Estate Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SWASXSchwab Global Real Estate FundViewViewViewView
Active Equity Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SWHEXSchwab Hedged Equity FundViewViewViewView
SWANXSchwab Core Equity FundViewViewViewView
SWDSXSchwab Dividend Equity FundViewViewViewView
SWLSXSchwab Large-Cap Growth FundViewViewViewView
SWSCXSchwab Small-Cap Equity FundViewViewViewView
SWHFXSchwab Health Care FundViewViewViewView
SWFFXSchwab Financial Services FundViewViewViewView
International Equity Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SICNXSchwab International Core Equity FundViewViewViewView
Equity Index Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SNXFXSchwab 1000 Index® FundViewViewViewView
SWISXSchwab International Index Fund®ViewViewViewView
SWSSXSchwab Small-Cap Index Fund®ViewViewViewView
SWPPXSchwab® S&P 500 Index FundViewViewViewView
SWTSXSchwab Total Stock Market Index Fund®ViewViewViewView
Taxable Bonds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SWBDXSchwab Short-Term Bond MarketViewViewViewView
SWLBXSchwab Total Bond MarketViewViewViewView
SWGSXSchwab GNMA FundViewViewViewView
SWRSXSchwab Treasury Inflation Protected Securities Index Fund4ViewViewViewView
SWIIXSchwab Intermediate-Term Bond Fund5ViewViewViewView
Tax-Free Bonds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SWCAXSchwab California Tax-Free Bond FundViewViewViewView
SWNTXSchwab Tax-Free Bond FundViewViewViewView
Asset Allocation Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SWHGXSchwab MarketTrack Growth PortfolioViewViewViewView
SWBGXSchwab MarketTrack Balanced PortfolioViewViewViewView
SWCGXSchwab MarketTrack Conservative PortfolioViewViewViewView
SWEGXSchwab MarketTrack All Equity PortfolioViewViewViewView
SWOBXSchwab Balanced FundViewViewViewView
SWBRXSchwab Target 2010 FundViewViewViewView
SWGRXSchwab Target 2015 FundViewViewViewView
SWCRXSchwab Target 2020 FundViewViewViewView
SWHRXSchwab Target 2025 FundViewViewViewView
SWDRXSchwab Target 2030 FundViewViewViewView
SWIRXSchwab Target 2035 FundViewViewViewView
SWERXSchwab Target 2040 FundViewViewViewView
SWMRXSchwab Target 2045 FundViewViewViewView
SWNRXSchwab Target 2050 FundViewViewViewView
SWORXSchwab Target 2055 FundViewViewViewView
Income Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SWJRXSchwab Monthly Income Fund - Moderate PayoutViewViewViewView
SWKRXSchwab Monthly Income Fund - Enhanced PayoutViewViewViewView
SWLRXSchwab Monthly Income Fund - Maximum PayoutViewViewViewView
Taxable Money Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SWRXXSchwab Investor Money FundViewViewViewView
SNOXXSchwab Treasury Obligations Money Fund - Value Advantage SharesViewViewViewView
SWVXXSchwab Value Advantage Money Fund - Investor SharesViewViewViewView
SWBXXSchwab Value Advantage Money Fund - Select SharesViewViewViewView
SWAXXSchwab Value Advantage Money Fund - Institutional SharesViewViewViewView
SNAXXSchwab Value Advantage Money Fund - Institutional Prime SharesViewViewViewView
SWIXXSchwab Retirement Advantage Money FundViewViewViewView
Sweep Funds
SWSXXSchwab Cash Reserves (Sweep Shares) (available to Retail clients)ViewViewViewView
SWQXXSchwab Advisor Cash Reserves - Sweep Shares (available to Institutional clients)ViewViewViewView
SWZXXSchwab Advisor Cash Reserves - Premier Sweep Shares (available to Institutional clients)ViewViewViewView
SWMXXSchwab Money Market Fund (Sweep Shares)ViewViewViewView
SWGXXSchwab Government Money Fund (Sweep Shares)ViewViewViewView
SNTXXSchwab Treasury Obligations Money Fund (Sweep Shares)ViewViewViewView
SWUXXSchwab U.S. Treasury Money FundViewViewViewView
Tax-Free Money Funds
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
SWWXXSchwab AMT Tax-Free Money Fund - Value Advantage SharesViewViewViewView
SWTXXSchwab Municipal Money Fund - Value Advantage SharesViewViewViewView
SWLXXSchwab Municipal Money Fund - Select SharesViewViewViewView
SWOXXSchwab Municipal Money Fund - Institutional SharesViewViewViewView
SWKXXSchwab California Municipal Money Fund - Value Advantage SharesViewViewViewView
SNKXXSchwab California AMT Tax-Free Money Fund - Value Advantage SharesViewViewViewView
SWYXXSchwab New York AMT Tax-Free Money Fund - Value Advantage SharesViewViewViewView
Sweep Funds
SWFXXSchwab AMT Tax-Free Money Fund - Sweep SharesViewViewViewView
SWXXXSchwab Municipal Money Fund - Sweep SharesViewViewViewView
SWCXXSchwab California Municipal Money Fund - Sweep SharesViewViewViewView
SWDXXSchwab Massachusetts AMT Tax-Free Money Fund - Sweep SharesViewViewViewView
SWJXXSchwab New Jersey AMT Tax-Free Money Fund - Sweep SharesViewViewViewView
SWNXXSchwab New York AMT Tax-Free Money Fund - Sweep SharesViewViewViewView
SWEXXSchwab Pennsylvania Municipal Money Fund - Sweep SharesViewViewViewView
Schwab Annuity Portfolios
SymbolNameProspectus and
Other Regulatory
Documents
Interactive Data
Filings (XBRL)
Fund
Performance
Portfolio
Holdings
--Schwab VIT Balanced PortfolioViewViewViewView
--Schwab VIT Balanced with Growth PortfolioViewViewViewView
--Schwab VIT Growth PortfolioViewViewViewView
--Schwab Money Market PortfolioViewViewViewView
--Schwab S&P 500 Index PortfolioViewViewViewView
--Schwab MarketTrack Growth Portfolio IIViewViewViewView

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