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Advisor Information for SWYNX

Fund Inception08/25/2016
Name of IssuerSchwab Funds
Fund Advisor(s)Charles Schwab Investment Management Inc
Sub-Advisor(s)--

Fund Managers for SWYNX

Zifan Tang
Portfolio Manager since 08/25/2016
Zifan Tang, Ph.D., CFA, Senior Portfolio Manager. She has managed the funds since their inception. Prior to joining Schwab Asset Management in 2012, Ms. Tang was a product manager at Thomson Reuters, and from 1997 to 2009, worked as a portfolio manager at Barclays Global Investors, which was subsequently acquired by BlackRock.
Patrick Kwok
Portfolio Manager since 07/27/2018
Patrick Kwok, CFA, Portfolio Manager. Previously, Mr. Kwok served as an associate portfolio manager from 2012 to 2016. Prior to that, he worked as a fund administration manager, where he was responsible for oversight of sub-advisers, trading, cash management and fund administration supporting the Charles Schwab Trust Bank Collective Investment Trusts and multi-asset Schwab Funds. Prior to joining Schwab Asset Management in 2008, Mr. Kwok spent two years as an asset operations specialist at Charles Schwab Trust Company. He also worked for one year at State Street Bank & Trust Company as a portfolio accountant and pricing specialist.
Drew Hayes
Portfolio Manager since 07/28/2022

(1212-8205)