There’s been a changing of the guard.

Schwab market cap index funds are now among the lowest cost in the industry—no matter the investment size.

We are simplifying and lowering the cost of investing for your clients with reduced, straightforward expenses on Schwab market cap index funds. Same low expense ratio, wherever Schwab Funds® are sold.

Compare costs now

Charles Schwab Investment Management

Charles Schwab Investment Management offers a diverse selection of foundational products that aim to deliver consistent performance. We take a straightforward approach, providing transparent, competitively priced products and strategies to help meet your portfolio needs.

A comprehensive range of investment products

  • Market Cap Index

    For over 25 years, we've been a provider of index investments—offering investors a broad range of low cost ETFs and passive and index mutual funds.

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  • Fundamental Index™

    A pioneer in Fundamental Index strategies, we provide investors 12 ETFs and mutual funds that offer a complement to traditional market-cap-weighted index and actively managed strategies.

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  • Target Date / Multi-Asset

    With a history of innovative target date fund management, we offer a range of competitively priced product solutions for individuals and employer-sponsored retirement plans.

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  • Fixed Income

    We offer a range of fixed income products that can serve as part of the foundation of a diversified portfolio, including fixed income mutual funds, ETFs and money funds.

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  • Active Equity

    We offer investors access to two distinct active equity investment approaches: Schwab Active Equity Funds, and Laudus Funds, which are sub-advised by leading institutional asset managers.

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  • Money Market Funds

    As one of the country's largest money market fund managers, we offer a full complement of money funds in the government, prime and municipal sectors.

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Featured Funds

  • Market Cap Index

    SWPPX

    Schwab® S&P 500
    Index Fund

    View fund
  • Fundamental Index

    FNDX

    Schwab Fundamental
    U.S. Large Company
    Index ETF

    View fund
  • Target Fund

    SWERX

    Schwab Target
    2040 Fund

    View fund
  • Active Equity

    SWHEX

    Schwab Hedged
    Equity Fund™

    View fund
Over 25 years of investment management leadership1
  • $335B+ in assets under
    management
  • 3rd largest provider
    of index mutual funds
  • 5th largest provider
    of ETFs

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