Asset Management

Asset Management
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Active products and solutions

Actively managed equity and fixed income mutual funds, ETFs, and separately managed accounts offer core or complementary solutions for an investor's portfolio.

Our approach

We believe in providing a range of active management strategies that address the nuances across equity and fixed income to help investors achieve their objectives. With an active, high-conviction investing strategy, we can use differentiated and rigorous data-driven research to identify investment opportunities.

Active solution

Introducing the Schwab Core Bond ETF

The Schwab Core Bond ETF provides core bond exposure with enhanced return potential through active management. This ETF can serve as part of the core of a diversified portfolio, seeks to provide income, and can help diversify equity holdings. SCCR is among the lowest-cost actively managed intermediate core bond ETFs1.

Explore SCCR

SCCR

Schwab Core Bond ETF

What we offer

We provide active equity and fixed income mutual funds, ETFs, and separately managed accounts managed by Schwab Asset Management that can serve as core or complementary components of investor portfolios. Additionally, we offer investors access to a select group of active managers through our sub-advised funds.

Active equity strategies

We offer a range of actively managed equity strategies for an investor’s portfolio. Our options include different styles, market caps, and geographies.

Schwab Active Equity Funds

Our suite of actively managed equity funds offer:

  • A disciplined investment process that integrates quantitative and qualitative research and analysis through a bottom-up approach to stock selection
  • A focus on generating risk-adjusted excess return in order to provide shareholders with long-term value

Learn more about Schwab Active Equity Funds >

Learn more about Schwab Equity Ratings®, a key factor in the Schwab Active Equity Team's investment process >

In addition to the Schwab Active Equity Funds, we offer sub-advised funds that utilize expertise from third party investment managers and benefit from Schwab Asset Management’s ongoing oversight.

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ThomasPartners® Strategies Separately Managed Accounts

ThomasPartners Strategies offers income-oriented strategies to help investors meet their needs today and in the future.

  • Designed for monthly retirement income that is less influenced by near-term stock price volatility
  • Seek to provide annual dividend growth to help offset inflation over time
  • Focus on retirement income generation to reduce an investor's need to distribute principal
  • Work to reduce account volatility without sacrificing return potential

Learn more about ThomasPartners Strategies and how they work to help investors achieve their investing goals. >

Active solution

Featured active equity products

See our highlighted active equity products, or browse our entire lineup.

SICNX

Schwab International Core Equity Fund

SWSCX

Schwab Small-Cap Equity Fund

LGILX

Schwab® Select Large Cap Growth Fund

ThomasPartners Strategies Dividend Growth Strategy

See Schwab’s ETF and mutual fund lineup

Active fixed income strategies

We offer a range of actively managed fixed income strategies for an investor’s portfolio, including mutual funds, ETFs, and separately managed accounts. Our strategies include taxable and tax-exempt options, and they span the duration, credit, and liquidity spectrums.

Schwab Fixed Income Mutual Funds and ETFs

Actively managed led by experienced portfolio managers and benefiting from extensive credit research.  Includes taxable and tax-exempt options.

Tax-exempt mutual funds

Taxable ETFs

cloudy forest

Wasmer Schroeder™ Strategies separately managed accounts

Wasmer Schroeder Strategies offer a range of fixed income separately managed accounts across the duration, credit, and liquidity spectrums. These strategies consist of actively managed taxable and tax-exempt options.

Learn more about Wasmer Schroeder Strategies

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Featured active fixed income strategies

See our highlighted active fixed income products, or browse all our entire lineup.

SCCR

Schwab Core Bond ETF

SCUS

Schwab Ultra-Short Income ETF

SWNTX

Schwab Tax-Free Bond Fund

Wasmer Schroeder Strategies

See Schwab’s ETF and mutual fund lineup

Advisor resources

Fee impact simulator

Use the fee impact simulator to see the long-term effects of expenses on a portfolio.

Fee impact simulator
screenshot of the fee impact simulator

For illustrative purposes only. These projections assume a 5% rate of return, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Fees will impact your portfolio even during periods of negative market performance. The chart does not reflect all fees that may be charged and is not representative of any actual investment, product, or fee structure. The projections do not reflect the reinvestment of interest and dividends or impact of capital gains or taxes.

1. Morningstar categories are not assigned until after inception date.  Comparison based on Schwab Asset Management’s analysis of categories with ETFs that have similar characteristics to SCCR, as of November 30, 2024.

Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can view and download a prospectus by visiting www.schwabassetmanagement.com/prospectus. Please read it carefully before investing.

Please refer to the Charles Schwab Investment Management, Inc. Disclosure Brochure for additional information.

​Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

Tax-exempt bonds are not necessarily an appropriate investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third-parties and Schwab Asset Management®​ does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.

Schwab Ultra-Short Income ETF is not a money market fund and does not seek to maintain a stable net asset value of $1.00 per share. The fund is not subject to the strict rules that govern the diversity, quality, maturity, liquidity and other features of securities that money market funds may purchase designed to enable money market funds to maintain a stable share price and to limit investment risk. Under normal circumstances, the fund’s investments may be more susceptible than a money market fund is to credit risk, interest rate risk, valuation risk and other risks relevant to the fund’s investments. The fund does not seek to maintain a stable net asset value of $1.00 per share. Therefore, the fund’s net asset value per share and market value will fluctuate, and these fluctuations may be significant on certain days. There can be no guarantee that the fund will generate higher returns than money market funds. In addition, the fund does not qualify for certain tax relief afforded to money market funds by the U.S. Treasury.

The Schwab Ultra-Short Income ETF and the Schwab Core Bond ETF are actively managed exchange-traded funds and therefore do not seek to replicate the performance of any specific index. The funds may have a higher degree of portfolio turnover than funds that seek to replicate the performance of an index.

An actively-managed fund is subject to the risk that its investment adviser and/or subadviser will select investments or allocate assets in a manner that could cause the fund to underperform or otherwise not meet its investment objective.

​ The Schwab Ultra-Short Income ETF and the Schwab Core Bond ETF may invest in U.S.-registered, dollar-denominated bonds of non-U.S. corporations. The fund's investments in bonds of non-U.S. issuers may involve certain risks that are greater than those associated with investments in securities of U.S. issuers. These include risks of adverse changes in foreign economic, political, regulatory and other conditions; the imposition of economic sanctions or other government restrictions; differing accounting, auditing, financial reporting and legal standards and practices; differing securities market structures; and higher transaction costs. These risks may be heightened in connection with bonds issued by non-U.S. corporations and entities in emerging markets.

There are risks associated with any investment approach, the Wasmer Schroeder Strategies have their own set of risks. The Wasmer Schroeder Strategies invests primarily in fixed income instruments and as such the strategies are subject to various risks including but not limited to interest rate risk, reinvestment risk, credit risk, default risk and event risk. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Portfolio Management for the ThomasPartners Strategies is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management®, a registered investment adviser and an affiliate of Charles Schwab & Co, Inc. ("Schwab"). Both Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.

Schwab Equity Ratings® and Schwab Equity Ratings International® Schwab's proprietary stock research, are produced by the Schwab Center for Financial Research (SCFR). SCFR is a division of Charles Schwab & Co., Inc. (Schwab).

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®.

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any of Its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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