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.
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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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