Schwab ETF Portfolio Builder® ETF Allocation

For Illustrative Purposes Only - This is strictly an example of a moderate plan allocation and should NOT be considered as a specific recommendation.

Your investment could be allocated among the ETFs identified below to create your portfolio. To determine if the ETFs below are right for you, please consider your overall investment objectives and be sure to read each ETF's prospectus carefully before investing.
Moderate Plan Allocation
Large Cap35%
Small Cap10%
International15%
Fixed Income35%
Cash5%
Fund NameCategoryAllocationProspectus
Total ETF Investment*0%
Cash Allocation*

* Note that this ETF investment total does not include a cash allocation. For information on investment alternatives for the cash portion of a portfolio visit Schwab.com.

Next Steps
  • Review ETF details
    All Schwab ETF Portfolio Builder® funds are from the ETF Select List™. For detailed information on each ETF, click on the ETF name. To view, download and print a prospectus, which contains detailed information on investment objectives, management fees, risks and expenses, click on the link above. Read the prospectus carefully before you invest or trade an ETF. 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. Unlike mutual funds, 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).

    • Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.

Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker ($25) or by automated phone ($5). An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover (not including Schwab ETFs). Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see Charles Schwab Pricing Guide for additional information. As of 2/7/2013 Schwab ETF OneSource had 105 ETFs.

Charles Schwab & Co., Inc. receives remuneration from third-party ETF companies participating in Schwab ETF OneSource™ for record keeping, shareholder services and other administrative services, including program development and maintenance.

Diversification does not eliminate the risk of investment losses.

Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Charles Schwab & Co., Inc. Learn more at schwab.com/SchwabETFs.

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