Wasmer Schroeder™ actively managed strategies.

Take your fixed income investing to the next level.

Wasmer Schroeder actively managed strategies use a separately managed account portfolio structure for fixed income investments—offering you personalization, transparency, and flexibility. Our dedicated team actively monitors the securities you own and makes timely investment decisions on your behalf using in-depth research and market-analysis expertise. You and your investing goals determine which options are right for you.

Where to begin? Call 855-966-3713 to talk with a Schwab Fixed Income Specialist.

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Wasmer Schroeder tax-exempt actively managed strategies:

These are generally for investors who fall into a higher tax bracket and are looking to generate predictable income.

  • Account Minimum
  • Fixed Income Style
  • Wasmer Schroeder Short Tax Exempt
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Short-Term Municipals
  • Wasmer Schroeder Intermediate Tax Exempt
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Intermediate-Term Municipals
  • Wasmer Schroeder Positive Impact Tax Exempt 
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Intermediate-Term Municipals
  • Wasmer Schroeder Intermediate Strategic Tax Exempt  
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Intermediate-Term Municipals
  • Wasmer Schroeder Strategic Tax Exempt 
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Long-Term Municipals

Wasmer Schroeder taxable actively managed strategies:

These are generally for investors who are in a low tax bracket or have a tax-deferred account such as an IRA and are seeking the potential of higher yields.

  • Account Minimum
  • Fixed Income Style
  • Wasmer Schroeder Short Duration Bond
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Short-Term Bond
  • Wasmer Schroeder Intermediate Bond
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Intermediate Bond
  • Wasmer Schroeder Positive Impact Bond 
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Intermediate Bond
  • Wasmer Schroeder Intermediate Investment Grade Credit 
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Intermediate Bond
  • Wasmer Schroeder Core Investment Grade Credit 
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Core Bond
  • Wasmer Schroeder Multi-Sector Income 
  • Account Minimum
    $250,000 
  • Fixed Income Style
    Corporate Bond 

Let's talk about Wasmer Schroeder Strategies for your portfolio.

Frequently asked questions about Wasmer Schroeder actively managed strategies.

  • Fees for actively managed strategies start at 0.55% annually.

You may be able to take advantage of lower pricing if you have multiple accounts within your household enrolled in Wasmer Schroeder Strategies, provided they are of the same asset class.*

No. Schwab believes in giving investors the freedom to choose from both Schwab products and, through Managed Account Select, products offered by a set of experienced third-party investment management firms. Managed Account Select includes additional choices of actively managed fixed income strategies. Learn more.

No. If you have an existing relationship with a Schwab Financial Consultant, you can continue to work with him or her to review, select, and monitor your managed account. Your Schwab Financial Consultant will communicate with your selected asset manager on your behalf.

Questions? We’re ready to help.