Asset Management

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Select a role
- Anonymous
- Advisor
- Retirement professional
- Personal investor

Asset Management

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SCHWAB US AGGREGATE BOND ETF

Symbol

SCHZ

% of Assets

45.30%

Market Value

$34.8M
SCHWAB US LARGE-CAP ETF

Symbol

SCHX

% of Assets

26.48%

Market Value

$20.3M
SCHWAB INTERNATIONAL EQUITY ETF

Symbol

SCHF

% of Assets

8.82%

Market Value

$6.8M
SCHWAB SHORT TERM US TREASURY ETF

Symbol

SCHO

% of Assets

6.42%

Market Value

$4.9M
SCHWAB US TIPS ETF

Symbol

SCHP

% of Assets

6.04%

Market Value

$4.6M
SCHWAB US REIT ETF

Symbol

SCHH

% of Assets

2.80%

Market Value

$2.2M
SCHWAB GOVERNMENT MONEY ULTRA

Symbol

SGUXX

% of Assets

2.02%

Market Value

$1.5M
SCHWAB US SMALL-CAP ETF

Symbol

SCHA

% of Assets

1.59%

Market Value

$1.2M
US DOLLAR

Symbol

USD

% of Assets

0.58%

Market Value

$448.8K

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US AGGREGATE BOND ETF		SCHZ		45.30%	$34.8M
SCHWAB US LARGE-CAP ETF		SCHX		26.48%	$20.3M
SCHWAB INTERNATIONAL EQUITY ETF		SCHF		8.82%	$6.8M
SCHWAB SHORT TERM US TREASURY ETF		SCHO		6.42%	$4.9M
SCHWAB US TIPS ETF		SCHP		6.04%	$4.6M
SCHWAB US REIT ETF		SCHH		2.80%	$2.2M
SCHWAB GOVERNMENT MONEY ULTRA		SGUXX		2.02%	$1.5M
SCHWAB US SMALL-CAP ETF		SCHA		1.59%	$1.2M
US DOLLAR		USD		0.58%	$448.8K