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 March 31, 2023. Your actual portfolio may differ.
| Stocks | Primary ETF | Secondary 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 Company | SCHF–Schwab International Equity | VEA–Vanguard FTSE Developed Markets |
| International Developed Large Company-Fundamental | FNDF–Schwab Fundamental International Large Company | PXF–Invesco FTSE RAFI Developed Markets ex-U.S. |
| International Developed–Small Company | SCHC–Schwab International Small-Cap Equity | VSS–Vanguard FTSE All-World ex-U.S. Small Cap |
| International Developed Small Company–Fundamental | FNDC–Schwab Fundamental International Small Company | PDN–Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid |
| International Emerging Markets | SCHE–Schwab Emerging Markets Equity | IEMG–iShares Core MSCI Emerging Markets |
| International Emerging Markets–Fundamental | FNDE–Schwab Fundamental Emerging Markets Large Company | PXH–Invesco FTSE RAFI Emerging Markets |
| U.S. Exchange-Traded REITS | SCHH–Schwab U.S. REIT | USRT- 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 |
| Category | Primary ETF | Secondary ETF |
| U.S. Treasuries | SCHR–Schwab Intermediate-Term U.S. Treasury | IEI—iShares 3-7 Year Treasury Bond |
| U.S. Investment Grade Corporate Bonds | SCHI – Schwab 5-10 Year Corporate Bond | SPIB–SPDR® Portfolio Intermediate Term Corporate Bond |
| U.S. Securitized Bonds | VMBS–Vanguard Mortgage-Backed Securities | MBB–iShares MBS |
| U.S. Inflation Protected Bonds | SCHP–Schwab U.S. TIPS | SPIP—SPDR Portfolio TIPS |
| U.S. Corporate High Yield Bonds | HYLB–Xtrackers USD High Yield Corporate Bond | USHY—iShares Broad USD High Yield Corp Bond |
| International Developed Country Bonds | IAGG—iShares Core International Aggregate Bond | BNDX–Vanguard Total International Bond |
| International Emerging Markets Bonds | EBND–SPDR® Bloomberg Emerging Markets Local Bond | EMLC– VanEck J.P. Morgan EM Local Currency Bond |
| Preferred Securities | PFFD—Global X U.S. Preferred | PSK–SPDR ICE Preferred Securities |
| Bank Loans | BKLN–Invesco Senior Loan | N/A |
| Investment Grade Municipal Bonds | VTEB–Vanguard Tax-Exempt Bond | MUB–iShares National Muni Bond ETF |
| Investment Grade California Municipal Bonds | CMF–iShares California Muni Bond | PWZ–Invesco California AMT-Free Muni Bond |
| Category | Primary ETF | Secondary ETF |
| Gold and Other Precious Metals | IAU–iShares Gold Trust | GLTR–abrdn Standard Physical Precious Metals Basket Shares |
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