This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Schwab Expands Fundamental Index Line-up With Introduction Of Six Exchange-Traded Funds

Stocks in this article: SCHW

According to the latest Independent Advisor Outlook Study by Schwab Advisor Services, 59 percent of its RIA clients currently invest in fundamentally weighted products, and roughly one in five plan to invest more in the near term. Additionally, the research shows that 34 percent of RIAs believe fundamentally weighted products can serve as an effective complement to market-cap weighted and actively managed products.

“We’re here to help advisors and investors alike recognize that Fundamental Index funds – whether ETFs or mutual funds – are a thoughtful way to gain broad industry exposure, right alongside their market cap-weighted counterparts,” said Chandoha. “Fundamental Index methodologies have become important to the institutional investing community, and we think it’s time all investors benefit from this approach.”

The new funds are grouped alongside cap-weighted Schwab ETFs, which continue to have the lowest operating expenses in their respective Lipper categories 3.

Charles Schwab & Co., Inc. continues to be a mainstay in the retail ETF marketplace, with more than $167 billion in total ETF assets custodied on its platform and $12 billion in assets under management in Schwab ETFs as of June 30, 2013.

Retail investors can learn about and choose ETFs through Schwab’s online tutorials, research and tools such as the ETF Select List™ and Schwab ETF Portfolio Builder™, as well as by attending live events in local Schwab branches. Investors at every level of the investing spectrum can also visit the Schwab ETF Education Exchange™ (, to access timely education and information about ETFs and the markets from some of the leading ETF experts across the industry. And with more than 100 ETFs to choose from, Schwab ETF OneSource™ offers investors the most commission-free ETFs from a range of top providers 2.

About Charles Schwab Investment Management

Founded in 1989, CSIM, a subsidiary of The Charles Schwab Corporation, is one of the nation's largest asset management companies with more than $205 billion in assets under management as of June 30, 2013. It is among the country's largest money market fund managers and is the third-largest provider of retail index funds. In addition to managing Schwab’s proprietary funds, CSIM provides oversight for the sub-advised Laudus Fund family. CSIM currently manages 76 mutual funds in addition to two separate account model portfolios, and 15 ETFs.

3 of 6

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs