SCHWAB FUNDS Fund Family

Return to Fund Listings

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
SCHWAB FUNDAMENTAL EMER MKT INDEX INSTL (SFENX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB FUNDAMENTAL INTL SMALL MID INDEX (SFILX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB FUNDAMENTAL US LARGE CO INDEX (SFLNX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB FUNDAMENTAL INTL LARGE CO INDEX I (SFNNX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB FUNDAMENTAL US SMALL MID CO INDEX (SFSNX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB 1000 FUND INVESTOR SHARES (SNXFX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB US AGGREGATE BOND INDEX FD (SWAGX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB CORE EQUITY FUND (SWANX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB GLOBAL REAL ESTATE FD SELECT SHAR (SWASX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB MKTTRK BALANCED (SWBGX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TARGET 2010 FUND (SWBRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB MKTTRK CONSERVATIVE (SWCGX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TARGET 2020 FUND (SWCRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TARGET 2030 FUND (SWDRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB DIVIDEND EQUITY FUND SELECT SHARE (SWDSX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB MARKET TRACK ALL EQUITY PORTFOLIO (SWEGX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TARGET 2040 FUND (SWERX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TARGET 2015 FUND (SWGRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB HEDGED EQUITY FUND SELECT SHARES (SWHEX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB HEALTH CARE FUND (SWHFX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB MKTTRK GROWTH (SWHGX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TARGET 2025 FUND (SWHRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TARGET 2035 FUND (SWIRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB INTERNATIONAL INDEX FUND SELECT S (SWISX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB MONTHLY INCOME FD MODERATE PAYOUT (SWJRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB MONTHLY INCOME FD ENHANCED PAYOUT (SWKRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB MONTHLY INCOME FD MAXIMUM PAYOUT (SWLRX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB LARGECAP GROWTH FUND SELECT SHARE (SWLSX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TAXFREE BD FD INV CL (SWNTX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB S&P 500 FUND SELECT SHARES (SWPPX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TREASURY INFLATION PROTECTED SECS (SWRSX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB SMALLCAP EQUITY FUND SELECT SHARE (SWSCX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB SMALL CAP INDEX FUND SELECT SHARE (SWSSX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB TOTAL STK MKTSEL (SWTSX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These include marketing fees known as 12b-1 fees, as well as certain record keeping or shareholder services fees. Such fees are included in the funds’ 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.