Schwab Intelligent Portfolios ETF Lineup

Exchange-traded funds (ETFs) are the basic building blocks of Schwab Intelligent Portfolios®, which includes 51 of the nearly 3,000 ETFs in the marketplace. ETFs are selected based on a set of criteria that includes their ability to provide exposure to broad asset classes, low operating expense ratios, efficient trading characteristics, and close tracking to their targeted index. Most asset classes within Schwab Intelligent Portfolios consists of a primary ETF and a secondary ETF, which is used mainly for tax-loss harvesting purposes.

Schwab Intelligent Portfolios are designed to be low cost and range in weighted average annual ETF Operating Expense Ratios (OERs) at the portfolio level from 0.03% to 0.18%. Since Schwab Intelligent Portfolios charges no advisory fees, trading commissions or account service fees, considering OERs are an important part of keeping costs low for investors.

ETF Fund Selection

The ETF fund list shown below is representative of Schwab Intelligent Portfolios as of April 30, 2022. Your actual portfolio may differ.

tables

Stocks  Primary ETF  Secondary ETF 
U.S. Large Company  SCHX – Schwab U.S. Large-Cap  VOO–Vanguard S&P 500 
U.S. Large Company–Fundamental  FNDX–Schwab Fundamental U.S. Large Company  PRF–Invesco FTSE RAFI US 1000 
U.S. Small Company  SCHA–Schwab U.S. Small-Cap  VB–Vanguard Small-Cap 
U.S. Small Company–Fundamental  FNDA–Schwab Fundamental U.S. Small Company  PRFZ–Invesco FTSE RAFI U.S. 1500 Small-Mid 
International Developed Large Company SCHF–Schwab International Equity  VEA–Vanguard FTSE Developed Markets 
International Developed Large Company-Fundamental  FNDF–Schwab Fundamental International Large Company PXF–Invesco FTSE RAFI Developed Markets ex-U.S. 
International Developed–Small Company  SCHC–Schwab International Small-Cap Equity VSS–Vanguard FTSE All-World ex-U.S. Small Cap 
International Developed Small Company–Fundamental  FNDC–Schwab Fundamental International Small Company PDN–Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid 
International Emerging Markets  SCHE–Schwab Emerging Markets Equity IEMG–iShares Core MSCI Emerging Markets 
International Emerging Markets–Fundamental  FNDE–Schwab Fundamental Emerging Markets Large Company PXH–Invesco FTSE RAFI Emerging Markets 
U.S. Exchange-Traded REITS  SCHH–Schwab U.S. REIT USRT- iShares Core U.S. REIT 
International Exchange-Traded REITS  HAUZ – Xtrackers International Real Estate  VNQI–Vanguard Global ex-U.S. Real Estate 
U.S. High Dividend  SCHD–Schwab U.S. Dividend Equity  VYM–Vanguard High Dividend Yield 
International High Dividend  HDEF—Xtrackers MSCI EAFE High Dividend Yield Equity ETF  VYMI—Vanguard International High Dividend Yield 
Category Primary ETF  Secondary ETF 
U.S. Treasuries  SCHR–Schwab Intermediate-Term U.S. Treasury  IEI—iShares 3-7 Year Treasury Bond 
U.S. Investment Grade Corporate Bonds  VCIT–Vanguard Intermediate-Term Corporate Bond  SPIB–SPDR® Portfolio Intermediate Term Corporate Bond
U.S. Securitized Bonds  VMBS–Vanguard Mortgage-Backed Securities  MBB–iShares MBS 
U.S. Inflation Protected Bonds  SCHP–Schwab U.S. TIPS  SPIP—SPDR Portfolio TIPS
U.S. Corporate High Yield Bonds  HYLB–Xtrackers USD High Yield Corporate Bond  USHY—iShares Broad USD High Yield Corp Bond 
International Developed Country Bonds  BNDX–Vanguard Total International Bond IAGG—iShares Core International Aggregate Bond
International Emerging Markets Bonds  EBND–SPDR® Bloomberg Barclays Emerging Markets Local Bond  EMLC– VanEck Vectors JP Morgan EM Local Currency Bond 
Preferred Securities  PFFD—Global X U.S. Preferred  PSK–SPDR Wells Fargo Preferred Stock 
Bank Loans  BKLN–Invesco Senior Loan N/A 
Investment Grade Municipal Bonds  VTEB–Vanguard Tax-Exempt Bond MUB–iShares National Muni Bond ETF
Investment Grade California Municipal Bonds  CMF–iShares California Muni Bond PWZ–Invesco California AMT-Free Muni Bond
Category Primary ETF  Secondary ETF 
Gold and Other Precious Metals  IAU–iShares Gold Trust  GLTR–abrdn Standard Physical Precious Metals Basket Shares

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