Schwab ETF OneSource™ Adds A Dozen New Commission-Free ETFs1

Charles Schwab announced that Schwab ETF OneSource™, one of the largest commission-free ETF programs in the industry, is adding twelve new ETFs to its lineup effective today. With these additions, investors and advisors can access 254 ETFs covering 69 Morningstar Categories with $0 online commissions, no enrollment requirements and no early redemption fees - key differentiators for investors comparing Schwab ETF OneSource to other commission-free ETF offerings.

Schwab ETF OneSource offers commission-free ETFs from 16 leading providers - ALPS, Deutsche Asset Management, Direxion, ETF Securities, Global X Funds, Guggenheim Investments, IndexIQ, John Hancock Investments, J.P. Morgan Asset Management, OppenheimerFunds, PIMCO, PowerShares, State Street Global Advisors SPDR® ETFs, USCF, WisdomTree and Charles Schwab Investment Management.

Today, seven of these providers are adding new funds to Schwab's commission-free online ETF program. Notably, PIMCO is doubling the amount of ETFs they offer with the addition of three multi-factor products.

"As we approach the five-year anniversary of ETF OneSource, we're incredibly proud of the growth this program has achieved and that it continues to capture investor interest," said Heather Fischer, vice president of ETF & mutual fund platforms and client solutions strategy at Charles Schwab. "According to our research, trading ETFs without commissions or other fees continues to grow in importance for investors, so we're thrilled to continuously expand our selection of ETFs. The fact that ETF providers continue to see value in the program is demonstrated by the ETFs they've continued to add to our program."

The new funds that are available beginning today include:
Fund Name   Ticker   Morningstar Category
Xtrackers MSCI All China Equity ETF CN China Region
Xtrackers MSCI Germany Hedged Equity ETF DBGR Miscellaneous Region
Global X U.S. Preferred ETF PFFD Preferred Stock
Guggenheim BulletShares 2025 High Yield Corporate Bond ETF BSJP High Yield Bond
Guggenheim BulletShares 2027 Corporate Bond ETF BSCR Corporate Bond
IQ Chaikin U.S. Small Cap ETF CSML Small Blend
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF MFEM

Diversified Emerging Markets
PIMCO RAFI Dynamic Multi-Factor International Equity ETF MFDX Foreign Large Blend
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF MFUS Large Blend
SPDR® Bloomberg Barclays Emerging Markets Local Bond ETF EBND Emerging-Markets Local-Currency Bond
SPDR® EURO STOXX Small Cap ETF SMEZ Europe Stock
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE

Diversified Emerging Markets

Schwab ETF OneSource Assets Grew by 47% in 2017 2

Assets in Schwab ETF OneSource surpassed $100 billion as of November 30, 2017, growing by 47% in 2017. November year-to-date flows into ETFs in the program are $21.5 billion, representing 49% of the total ETF flows at Schwab.

Notable additions to the program in 2017 range from welcoming a new provider - OppenheimerFunds - to adding nearly 30 ETFs in popular categories such as strategic beta and international equity.

The following funds were added to Schwab ETF OneSource in 2017:

Effective October 11, 2017

Fund Name


Morningstar Category

Schwab 1000 Index® ETF


Large Blend
Effective July 6, 2017
Fund Name Ticker Morningstar Category
Xtrackers FTSE Emerging Comprehensive Factor ETF DEMG

Diversified Emerging Markets
Xtrackers Japan JPX-Nikkei 400 Equity ETF JPN Japan Stock
Xtrackers USD High Yield Corporate Bond ETF HYLB High Yield Bond
Global X MLP & Energy Infrastructure ETF MLPX Energy Limited Partnership
Global X Robotics & Artificial Intelligence ETF BOTZ Miscellaneous Sector
Guggenheim S&P High Income Infrastructure ETF GHII Infrastructure
IQ S&P High Yield Low Volatility Bond ETF HYLV High Yield Bond
John Hancock Multifactor Developed International ETF JHMD Foreign Large Blend
JPMorgan Diversified Return Europe Currency Hedged ETF JPEH Europe Stock
SPDR® Long Dollar Gold Trust GLDW Commodities Precious Metals
SPDR® Russell 1000 Low Volatility Focus ETF ONEV Mid-Cap Blend
SPDR® Russell 1000 Momentum ETF ONEO Mid-Cap Blend
SPDR® Russell 1000 Yield ETF ONEY Mid-Cap Value
United States Copper Index CPER Commodities Industrial Metals
WisdomTree Continuous Commodity Index ETF GCC Commodities Broad Basket
Effective April 4, 2017
Fund Name Ticker Morningstar Category
Global X Conscious Companies ETF KRMA Large Blend
Guggenheim S&P 500® Equal Weight Real Estate ETF EWRE Real Estate
JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE Small Blend
Oppenheimer ESG Revenue ETF ESGL Large Blend
Oppenheimer Global ESG Revenue ETF ESGF World Large Stock
United States Brent Oil Fund BNO Commodities Energy
Effective January 4, 2017
Fund Name Ticker Morningstar Category
Xtrackers FTSE Developed Ex US Comprehensive Factor ETF DEEF Foreign Large Blend
Xtrackers Russell 1000 Comprehensive Factor ETF DEUS Mid-Cap Blend
Guggenheim BulletShares 2024 High Yield Corp Bond ETF BSJO High Yield Bond
Guggenheim BulletShares 2026 Corp Bond ETF BSCQ Corporate Bond
JPMorgan Diversified Return US Mid Cap Equity ETF JPME Mid-Cap Blend
Oppenheimer Large Cap Revenue ETF RWL Large Value
Oppenheimer Mid Cap Revenue ETF RWK Mid-Cap Value
Oppenheimer Small Cap Revenue ETF RWJ Small Blend
Oppenheimer Ultra Dividend Revenue ETF RDIV Large Value
SPDR® MSCI EAFE StrategicFactors ETF QEFA Foreign Large Blend
SPDR S&P® North American Natural Resources ETF NANR Natural Resources
WisdomTree CBOE S&P 500 PutWrite Strategy ETF PUTW Option Writing

A complete list of Schwab ETF OneSource ETFs is available here.

About Schwab ETF OneSource

Schwab ETF OneSource offers investors and advisors access to 200+ commission-free ETFs. Commission-free online trading is available to individual investors at Schwab, to approximately 7,000 independent investment advisors who use Schwab's custodial services and through Schwab retirement accounts that permit trading of ETFs.

Schwab offers a range of resources to help clients choose ETFs that fit their investment needs, including the Schwab ETF Select List™, tutorials, education, research and tools available via Schwab's online ETF center and live events at local Schwab branches.

About Charles Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients' goals with passion and integrity.

More information is available at Follow us on Twitter, Facebook, YouTube and LinkedIn.

1 Conditions Apply: Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker ($25) or by automated phone ($5). An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover (not including Schwab ETFs). Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see Charles Schwab Pricing Guide for additional information.

2 Source: Charles Schwab & Co., Inc., from 1/1/17 -11/30/17


Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can obtain a prospectus by visiting or calling 800-435-4000. Please read the prospectus carefully before investing.

Charles Schwab & Co., Inc. receives remuneration from third-party ETF companies participating in Schwab ETF OneSource for recordkeeping, shareholder services, and other administrative services, including program development and maintenance.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

DBX Advisors LLC (DBX) is the investment adviser to the Xtrackers ETFs, which are distributed by ALPS Distributors, Inc. (ALPS). DBX is an indirect, wholly-owned subsidiary of Deutsche Bank AG, neither of which is affiliated with ALPS. Xtrackers ETFs are not FDIC insured and there is no bank guarantee and they may lose value.

"ETF Securities" is a registered trademark of ETF Securities Limited.

Global X Funds is a registered trademark of Global X Management Company LLC.

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with $243 billion in assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 275+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification and attractive long-term results.

John Hancock ETFs are distributed by Foreside Fund Services, LLC, and are subadvised by Dimensional Fund Advisors LP. Foreside is not affiliated with John Hancock Funds, LLC or Dimensional Fund Advisors LP.

J.P. Morgan Exchange-Traded Funds are distributed by JPMorgan Distribution Services, Inc, which is affiliated with JPMorgan Chase & Co JPMorgan Distribution Services, Inc. is a member of FINRA/SIPC.

MainStay Investments® is a registered service mark and name under which New York Life Investment Management LLC does business. MainStay Investments, an indirect subsidiary of New York Life Insurance Company, New York, NY 10010, provides investment advisory products and services. IndexIQ® is an indirect wholly owned subsidiary of New York Life Investment Management Holdings LLC. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs and the principal underwriter of the IQ Hedge Multi-Strategy Plus Fund. NYLIFE Distributors LLC is located at 30 Hudson Street, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member FINRA/SIPC.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc. Alternative weighting approaches (i.e., using revenues as a weighting measure), while designed to enhance potential returns, may not produce the desired results.

PowerShares® is a registered trademark of Invesco PowerShares Capital Management LLC, investment adviser. Invesco PowerShares Capital Management LLC (PowerShares) and Invesco Distributors, Inc., ETF distributor, are indirect, wholly owned subsidiaries of Invesco Ltd.

SPDR® is a registered trademark of Standard & Poor's Financial Services LLC (S&P) and has been licensed for use by State Street Corporation. State Street Corporation's financial products are not sponsored, endorsed, sold or promoted by S&P, S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

USCF® and the United States Commodity Funds® are registered trademarks of United States Commodity Funds LLC Limited Liability Company Delaware. All rights reserved.

WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, "WisdomTree"), is an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager headquartered in New York. WisdomTree Funds are distributed by Foreside Fund Services, LLC in the U.S. only.

Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates. Learn more at ETFs.

Charles Schwab Investment Management, Inc. is the investment advisor for Schwab ETFs and an affiliate of the Charles Schwab Corporation.

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, 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 and

Brokerage Products: Not FDIC Insured · No Bank Guarantee · May Lose Value

© 2018 Charles Schwab & Co., Inc. Member SIPC.


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