1 Restrictions apply: Online trades of Schwab ETFs are commission-free at Charles Schwab & Co., Inc. (Member SIPC), while trades of certain third-party ETFs are subject to commissions. Broker-assisted and automated phone trades are subject to service charges. Waivers may apply. See the Charles Schwab Pricing Guide for details. All ETFs are subject to management fees and expenses. An exchange process fee applies to sell transactions.
2 This claim is based on expense ratio data comparisons between Schwab Market-Cap ETFs and non-Schwab Market-Cap ETFs in their respective Lipper categories. Securities in Market-Cap ETFs are selected and weighted based on the size of their market capitalization. Expense ratio data for non-Schwab Market-Cap ETFs were obtained from Strategic Insight Simfund as of 11/29/13. ETFs in the same Lipper category may track different indexes, have differences in holdings, and show different performance. Competitors may offer more than one ETF in a Lipper category. Expense ratios are subject to change.
3 Based on index funds ranking from Strategic Insight, as of November 29, 2013.Disclosures Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com. Investors should carefully consider information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by visiting SchwabETFs.com or calling Schwab at 800-435-4000. Please read the prospectus carefully before investing. The Morningstar ETF Awards The Morningstar ETF Awards honor ETFs and ETF providers that have best met the expectations of various ETF investors within the context of a relevant peer group over the past year and the longer term. Morningstar recognizes that total cost for an ETF goes beyond expense ratios and uses unique data points for measuring estimated holding cost and liquidity cost. Because investors use ETFs to fulfill different investment strategies, Morningstar awards those ETFs that provide the best investor experience for investors as well as those that are best for traders.