Mutual Funds

Schwab Funds

Exchange Hours Website
9:30 - 15:59 ET www.schwab.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
SCHWAB 1000 INDEX FUND SNXFX N/A USD 22,300,000 USD 0 No Load UNDEFINED Yes
SCHWAB TAX-FREE BOND FUND SWNTX Bond USD 5,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB CALIFORNIA TAX-FREE BOND FUND SWCAX Bond USD 5,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK BALANCED PORTFOLIO SWBGX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK CONSERVATIVE PORT SWCGX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
MARKETTRACK GROWTH PORTFOLIO SWHGX N/A USD 1,000,000 USD 0 No Load INVESTOR SHARES Yes
SCHWAB CORE EQUITY FUND SWANX N/A USD 3,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB SMALL CAP INDEX FUND SWSSX N/A USD 10,400,000 USD 0 No Load UNDEFINED Yes
SCHWAB BALANCED FUND SWOBX Balanced USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB INTERNATIONAL INDEX FUND SWISX Stock USD 15,700,000 USD 0 No Load UNDEFINED Yes
SCHWAB MARKETTRACK ALL EQUITY PORT SWEGX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TOTAL STOCK MARKET INDEX FUND SWTSX N/A USD 26,900,000 USD 0 No Load UNDEFINED Yes
SCHWAB HEALTH CARE FUND SWHFX N/A USD 2,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB S&P 500 INDEX FUND SWPPX N/A USD 100,500,000 USD 0 No Load UNDEFINED Yes
SCHWAB SMALL CAP EQUITY FUND SWSCX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB INTERNATIONAL OPPORTUNITIES FUND SWMIX Stock USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB DIVIDEND EQUITY FUND SWDSX Stock USD 2,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2010 FUND SWBRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2020 FUND SWCRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2030 FUND SWDRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2040 FUND SWERX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND US LARGE COMPANY INDEX FUND SFLNX N/A USD 10,100,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND INTL LG COMPANY INDEX FUND SFNNX Stock USD 2,300,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND US SMALL COMPANY INDEX FUND SFSNX N/A USD 3,400,000 USD 0 No Load UNDEFINED Yes
SCHWAB GLOBAL REAL ESTATE FUND SWASX Stock USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TREASURY INFLATED PROT SEC INX FD SWRSX Bond USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB LARGE CAP GROWTH FUND SWLSX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - TARGET PAYOUT SWJRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - FLEXIBLE PAYOUT SWKRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB MONTHLY INC FD - INCOME PAYOUT SWLRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB INTERNATIONAL CORE EQUITY FUND SICNX Stock USD 2,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND EMRG MKTS LG CO INDEX FD SFENX N/A USD 1,500,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND INTL SMALL CO INDEX FUND SFILX Stock USD 1,500,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2015 FUND SWGRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2025 FUND SWHRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2035 FUND SWIRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2045 FUND SWMRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2050 FUND SWNRX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2055 FUND SWORX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB FND GLOBAL REAL ESTATE INDEX FUND SFREX Stock USD 200,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2010 INDEX FD INST SHRS SWYAX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2035 INDEX FD INST SHRS SWYFX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2040 INDEX FD INST SHRS SWYGX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2055 INDEX FD INST SHRS SWYJX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2060 INDEX FD INST SHRS SWYNX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2015 INDEX FD INST SHRS SWYBX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2045 INDEX FD INST SHRS SWYHX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2050 INDEX FD INST SHRS SWYMX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2025 INDEX FD INST SHRS SWYDX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2020 INDEX FD INST SHRS SWYLX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2030 INDEX FD INST SHRS SWYEX N/A USD 1,000,000 USD 0 No Load UNDEFINED Yes
SCHWAB TARGET 2060 FUND SWPRX N/A USD 400,000 USD 0 No Load UNDEFINED Yes
SCHWAB SHORT-TERM BOND INDEX FUND SWSBX N/A USD 1,000,000 USD 1,000 N/A UNDEFINED Yes
SCHWAB U.S. AGGREGATE BOND INDEX FUND SWAGX.OLD N/A USD 1,000,000 USD 1,000 N/A UNDEFINED Yes
SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND SWLGX N/A USD 1,100,000 USD 0 No Load UNDEFINED Yes
SCHWAB U.S. LARGE-CAP VALUE INDEX FUND SWLVX Stock USD 700,000 USD 0 No Load UNDEFINED Yes
SCHWAB U.S. MID-CAP INDEX FUND SWMCX Stock USD 1,100,000 USD 0 No Load UNDEFINED Yes

Notes:

  1. Advisor minimums may be lower.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.