Asset Management

Merrill

Welcome to Schwab Asset Management’s microsite for access to Merrill approved marketing materials from Schwab Asset Management.

Presentations and Brochures

Wasmer Schroeder Asked and Answered: Strategic Tax Exempt (STEFI)

Client
ML24-012400
Commentary

Wasmer Schroeder Strategies at a Glance

Advisor
ML24-001352
Presentations and Brochures

ETFs and Fixed Income Strategies for Merrill Advisors

Advisor
ML24-005378
Presentations and Brochures

Insights: Schwab Fundamental International Large Company Index ETF (FNDF)

Advisor
ML24-014825
Commentary

Wasmer Schroeder Deconstructing Duration

Client
ML24-002513
Commentary

Wasmer Schroeder Positive Impact Fixed Income Update

Client
ML25-000402
Fact Sheet

Wasmer Schroeder Strategic Tax Exempt (STEFI)

Client
ML25-000995
Presentations and Brochures

Insights: Schwab High Yield Bond ETF (SCYB)

Advisor
ML24-014862
Commentary

2025 Municipal Bond Outlook

Client
ML24-015089
Presentations and Brochures

Insights: Schwab Fundamental U.S. Large Company Index ETF (FNDX)

Advisor
ML24-014824
Fact Sheet

Wasmer Schroeder Intermediate Bond (ITTX)

Client
ML25-000995
Fact Sheet

Schwab Municipal Bond ETF (SCMB)

ML24-014553
Presentations and Brochures

Wasmer Schroeder Asked and Answered: Intermediate Tax-Exempt (ITTE)

Client
ML24-003920
Commentary

Wasmer Schroeder Quarterly Bond Market Overview

Client
ML25-000233
Commentary

Wasmer Schroeder Potential Benefits of Tax Harvesting

Client
ML24-001305
Presentations and Brochures

Insights: Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE)

Advisor
ML24-014852
Presentations and Brochures

Schwab ETFs List

Client
ML24-014420
Fact Sheet

Wasmer Schroeder Positive Impact Bond (PIBX)

Client
ML25-000995
Presentations and Brochures

Wasmer Schroeder Asked and Answered: Intermediate Bond Strategy (ITTX)

Client
ML24-002224
Commentary

Wasmer Schroeder White Paper - A Case for Taxable Municipal Bonds

Client
ML24-005562
Presentations and Brochures

Insights: Schwab U.S. Dividend Equity ETF (SCHD)

Advisor
ML24-014823
Fact Sheet

Wasmer Schroeder Intermediate Tax Exempt (ITTE)

Client
ML25-000995

Contact us

Contact our sales team at 877-824-5615. We look forward to speaking with you.

Wasmer Schroeder Strategist Contact
Sam Lashin
Director - Client Portfolio Strategist
Tel 239-450-7966
sam.lashin@schwab.com