Schwab Intelligent Portfolios ETF Lineup

Exchange-traded funds (ETFs) are the basic building blocks of Schwab Intelligent Portfolios®, which includes 51 of the more than 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 include 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 0.02% to 0.19%. 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 June 30, 2024. Your actual portfolio may differ.

StocksPrimary ETFSecondary 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 CompanySCHF–Schwab International Equity VEA–Vanguard FTSE Developed Markets 
International Developed Large Company-Fundamental FNDF–Schwab Fundamental International Equity PXF–Invesco FTSE RAFI Developed Markets ex-U.S. 
International Developed–Small Company SCHC–Schwab International Small-Cap EquityVSS–Vanguard FTSE All-World ex-U.S. Small Cap 
International Developed Small Company–Fundamental FNDC–Schwab Fundamental International Small Equity PDN–Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid 
International Emerging Markets SCHE–Schwab Emerging Markets EquityIEMG–iShares Core MSCI Emerging Markets 
International Emerging Markets–Fundamental FNDE–Schwab Fundamental Emerging Markets Equity PXH–Invesco FTSE RAFI Emerging Markets 
U.S. Exchange-Traded REITS SCHH–Schwab U.S. REITUSRT–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 
CategoryPrimary ETFSecondary ETF
U.S. TreasuriesSCHR–Schwab Intermediate-Term U.S. TreasuryIEI–iShares 3-7 Year Treasury Bond
U.S. Investment Grade Corporate BondsSCHI–Schwab 5-10 Year Corporate BondSPIB–SPDR® Portfolio Intermediate Term Corporate Bond
U.S. Securitized BondsVMBS–Vanguard Mortgage-Backed SecuritiesMBB–iShares MBS
U.S. Inflation Protected BondsSCHP–Schwab U.S. TIPSSPIP–SPDR Portfolio TIPS
U.S. Corporate High Yield BondsHYLB–Xtrackers USD High Yield Corporate BondUSHY–iShares Broad USD High Yield Corp Bond
International Developed Country BondsIAGG–iShares Core International Aggregate BondBNDX–Vanguard Total International Bond
International Emerging Markets BondsEBND–SPDR® Bloomberg Emerging Markets Local BondEMLC–VanEck J.P. Morgan EM Local Currency Bond
Preferred SecuritiesPFF–iShares Preferred & Income SecuritiesPSK–SPDR ICE Preferred Securities
Bank LoansBKLN–Invesco Senior LoanN/A
Investment Grade Municipal BondsVTEB–Vanguard Tax-Exempt BondMUB–iShares National Muni Bond ETF
Investment Grade California Municipal BondsCMF–iShares California Muni BondPWZ–Invesco California AMT-Free Muni Bond
CategoryPrimary ETFSecondary ETF
Gold and Other Precious MetalsIAU–iShares Gold TrustGLTR–abrdn Standard Physical Precious Metals Basket Shares

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