Get our highly rated stocks in a single investment with the Schwab Premier Equity Fund™

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.  Performance quoted is past performance and is no guarantee of future results. Current performance may be lower or higher. Please go to www.schwab.com for more current month-end performance data.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.
The fund could have a high portfolio turnover rate, which may result in increased transaction costs and capital gains distributions. The performance of Schwab Equity Ratings and the Composite Stock List is not an indication of future performance of the Schwab Premier Equity Fund. The fund is not expected to replicate the performance returns as noted in the Composite Stock List returns above, and differentiates itself from the model portfolio by being a multi-cap fund, employing turnover reduction strategies and potentially holding some C-rated stocks.

Regarding Schwab's Composite Stock List returns, there are inherent limitations that investors should understand. Unlike an actual performance record, simulated results do not represent actual investment performance or trading. Because the trades have not actually been executed, the results may have under- or overcompensated for the impact of certain market factors, such as the effect of limited trading liquidity. No representation is being made that any investor will or is likely to achieve results similar to those shown. The results presented reflect past performance and should not and cannot be viewed as an indicator of future performance.

The Composite Stock List is updated weekly and is not available to the public. The performance quoted is an average of the performance of each 52-week period for the time mentioned and assumes that a hypothetical investor purchased all stocks appearing on the Composite Stock List for that week. Schwab also subtracts 1% of hypothetical transaction costs for each 52-week list's performance. The amount of the actual commissions and other fees an investor would actually pay will vary. Any dividends incurred were treated as non-interest-bearing cash and not reinvested. The 52-week performance for each Composite Stock List is calculated as the equal-weighted average of all the simple total returns associated with each stock in that Composite Stock List. The S&P 500 Index is a capitalization-weighted index of the largest 500 companies from leading industries and treats dividends as reinvested. Indexes are unmanaged, do not incur management expenses, and cannot be invested in directly. Since the trades have not actually been executed, the results do not reflect the impact of certain market factors such as limited trading liquidity. No representation is being made that any investor will or is likely to achieve profits or losses similar to those shown in relying on Schwab Equity Ratings or any stock model or list.

1. Schwab and the investment adviser have agreed to limit the fund's "net operating expenses" as stated in the prospectus for each fund, for so long as the investment adviser serves as the adviser to the fund. This agreement may only be amended or terminated with the approval of the fund's Board of Trustees. The limitation excludes interest, taxes, expenses for dividends and interest paid on securities sold short, and certain non-routine expenses, which may result in a fund incurring net operating expenses above the limitation.