Asset Management

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- Anonymous
- Advisor
- Retirement professional
- Personal investor

Asset Management

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SCHWAB US AGGREGATE BOND ETF

Symbol

SCHZ

% of Assets

48.51%

Market Value

$25.2M
SCHWAB US LARGE-CAP ETF

Symbol

SCHX

% of Assets

23.62%

Market Value

$12.3M
SCHWAB INTERNATIONAL EQUITY ETF

Symbol

SCHF

% of Assets

7.30%

Market Value

$3.8M
SCHWAB SHORT TERM US TREASURY ETF

Symbol

SCHO

% of Assets

7.01%

Market Value

$3.6M
SCHWAB US TIPS ETF

Symbol

SCHP

% of Assets

6.52%

Market Value

$3.4M
SCHWAB US REIT ETF

Symbol

SCHH

% of Assets

2.40%

Market Value

$1.2M
SCHWAB GOVERNMENT MONEY ULTRA

Symbol

SGUXX

% of Assets

2.38%

Market Value

$1.2M
SCHWAB US SMALL-CAP ETF

Symbol

SCHA

% of Assets

1.33%

Market Value

$691.3K
US DOLLAR

Symbol

USD

% of Assets

0.75%

Market Value

$388.8K

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US AGGREGATE BOND ETF		SCHZ		48.51%	$25.2M
SCHWAB US LARGE-CAP ETF		SCHX		23.62%	$12.3M
SCHWAB INTERNATIONAL EQUITY ETF		SCHF		7.30%	$3.8M
SCHWAB SHORT TERM US TREASURY ETF		SCHO		7.01%	$3.6M
SCHWAB US TIPS ETF		SCHP		6.52%	$3.4M
SCHWAB US REIT ETF		SCHH		2.40%	$1.2M
SCHWAB GOVERNMENT MONEY ULTRA		SGUXX		2.38%	$1.2M
SCHWAB US SMALL-CAP ETF		SCHA		1.33%	$691.3K
US DOLLAR		USD		0.75%	$388.8K