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Schwab Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Schwab Funds LAUDUS INTL MARKET MASTERS FUND SEL SHR 808509640 SWMIX Mutual Fund   Foreign Stock  $           50000  $             -  $           50000 1.48 0 None No Yes 30 Y
Schwab Funds LAUDUS SMALL CAP MARKETMASTER SELECT 808509632 SWMSX Mutual Fund   Small Company  $           50000  $             1  $           50000 1.37 0 None No Yes 30 Y
Schwab Funds SCHWAB 1000 INDEX INVESTORS SHARES 808517106 SNXFX Mutual Fund   Growth and Income  $           100  $             -  $           100 0.49 0 None No Yes 30 Y
Schwab Funds SCHWAB CA TAX FREE YIELD PLUS FD 808517833 SWYCX Mutual Fund   Municipal Bond - Single State  $           100  $             1  $           100 0.45 0 None No Yes 0 Y
Schwab Funds SCHWAB CA TAX-FREE BOND FUND 808517304 SWCAX Mutual Fund   Municipal Bond - Single State  $           100  $             1  $           100 0.56 0 None No Yes 0 Y
Schwab Funds SCHWAB DIVIDEND EQUITY SELECT SHARES 808509657 SWDSX Mutual Fund   Growth and Income  $           100  $             -  $           100 0.89 0 None No Yes 30 Y
Schwab Funds SCHWAB FUNDAMENTAL EMG MKTS INDEX INSTL 808509343 SFENX Mutual Fund   Diversified Emerging Markets  $           100  $             1  $           100 0.61 0 None No Yes 30 Y
Schwab Funds SCHWAB FUNDAMENTAL INTL SM-MID CO INSTL 808509319 SFILX Mutual Fund   Foreign Stock  $           500000  $             1  $           500000 0.55 0 None No Yes 30 Y
Schwab Funds SCHWAB FUNDAMENTAL NTERNAT LARGE CAP I 808509376 SFNNX Mutual Fund   Growth and Income  $           100  $             1  $           100 0.35 0 None No Yes 30 Y
Schwab Funds SCHWAB FUNDAMENTAL U S LARGE CO INDEX INS 808509442 SFLNX Mutual Fund   Growth and Income  $           100  $             1  $           500000 0.35 0 None No Yes 30 Y
Schwab Funds SCHWAB FUNDAMENTAL U S SMALL-MID CO INDX 808509418 SFSNX Mutual Fund   Growth and Income  $           100  $             1  $           100 0.35 0 None No Yes 30 Y
Schwab Funds SCHWAB GLOBAL REAL ESTATE FD SELECT SHR 808517759 SWASX Mutual Fund   Specialty - Real Estate  $           100  $             -  $           100 1.05 0 None No Yes 30 Y
Schwab Funds SCHWAB GNMA FUND - SELECT 808517882 SWGSX Mutual Fund   Government Bond - Mortgage  $           100  $             1  $           100 0.55 0 None No Yes 0 Y
Schwab Funds SCHWAB HEDGED EQUITY SELECT SHARES 808509699 SWHEX Mutual Fund   Growth  $           100  $             -  $           100 1.77 0 None No Yes 30 Y
Schwab Funds SCHWAB INFLATION PROTECTED - SELECT 808517817 SWRSX Mutual Fund   Income  $           100  $             1  $           100 0.5 0 None No Yes 0 Y
Schwab Funds SCHWAB INTERNATIONAL CORE EQUITY - INSTL 808509210 SICNX Mutual Fund   Growth  $           100  $             1  $           500000 0.86 0 None No Yes 30 Y
Schwab Funds SCHWAB INTERNATIONAL INDEX SEL SHRS 808509830 SWISX Mutual Fund   Foreign Stock  $           100  $             -  $           100 0.5 0 None No Yes 30 Y
Schwab Funds SCHWAB LARGE CAP GROWTH FUND SELECT 808509517 SWLSX Mutual Fund   Growth  $           100  $             1  $           100 0.99 0 None No Yes 30 Y
Schwab Funds SCHWAB MARKETTRACK ALL EQUITY 808509814 SWEGX Mutual Fund   Growth  $           100  $             -  $           100 0.5 0 None No Yes 30 Y
Schwab Funds SCHWAB MARKETTRACK BALANCE 808509400 SWBGX Mutual Fund   Asset Allocation  $           100  $             -  $           100 0.5 0 None No Yes 30 Y
Schwab Funds SCHWAB MARKETTRACK CONSERVATIVE 808509509 SWCGX Mutual Fund   Asset Allocation  $           100  $             -  $           100 0.5 0 None No Yes 30 Y
Schwab Funds SCHWAB MARKETTRACK GROWTH 808509301 SWHGX Mutual Fund   Asset Allocation  $           100  $             -  $           100 0.5 0 None No Yes 30 Y
Schwab Funds SCHWAB MONTHLY INC ENHANCED PAYOUT INVS 808509285 SWKRX Mutual Fund   Growth and Income  $           100  $             1  $           100 0 0 None No Yes 0 Y
Schwab Funds SCHWAB MONTHLY INC MODERATE PAYOUT INVS 808509293 SWJRX Mutual Fund   Growth and Income  $           100  $             1  $           100 0 0 None No Yes 0 Y
Schwab Funds SCHWAB MONTHLYL INC MAXIMUM PAYOUT INVST 808509277 SWLRX Mutual Fund   Growth and Income  $           100  $             1  $           100 0 0 None No Yes 0 Y
Schwab Funds SCHWAB PREMIER EQUITY FD SEL SHRS 808509590 SWPSX Mutual Fund   Growth  $           100  $             -  $           100 1.02 0 None No No 30 Y
Schwab Funds SCHWAB PREMIER INCOME FD - INSTL 808517734 SWIIX Mutual Fund   Growth and Income  $           100  $             1  $           100 0.54 0 None No Yes 30 Y
Schwab Funds SCHWAB S & P 500 INDEX FD-SELECT SHS 808509855 SWPPX Mutual Fund   Growth and Income  $           100  $             -  $           100 0.19 0 None No Yes 30 Y
Schwab Funds SCHWAB SHORT-TERM BOND MARKET 808517205 SWBDX Mutual Fund   Corporate Bond - General  $           100  $             1  $           100 0.55 0 None No Yes 0 Y
Schwab Funds SCHWAB SMALL CAP EQ FD SELECT CL SH 808509673 SWSCX Mutual Fund   Small Company  $           100  $             -  $           100 1.11 0 None No Yes 30 Y
Schwab Funds SCHWAB SMALL CAP INDEX FD-SELECT SHS 808509848 SWSSX Mutual Fund   Small Company  $           100  $             -  $           100 0.42 0 None No Yes 30 Y
Schwab Funds SCHWAB TARGET 2010 FUND 808509566 SWBRX Mutual Fund   Growth and Income  $           100  $             -  $           100 0.06 0 None No Yes 30 Y
Schwab Funds SCHWAB TARGET 2015 FUND INVESTOR 808509269 SWGRX Mutual Fund   Growth and Income  $           100  $             1  $           100 0.05 0 None No Yes 30 Y
Schwab Funds SCHWAB TARGET 2020 FD 808509558 SWCRX Mutual Fund   Growth and Income  $           100  $             -  $           100 0.04 0 None No Yes 30 Y
Schwab Funds SCHWAB TARGET 2025 FUND INVESTOR 808509251 SWHRX Mutual Fund   Growth and Income  $           100  $             1  $           100 0.04 0 None No Yes 30 Y
Schwab Funds SCHWAB TARGET 2030 FUND 808509541 SWDRX Mutual Fund   Growth and Income  $           100  $             -  $           100 0.03 0 None No Yes 30 Y
Schwab Funds SCHWAB TARGET 2035 FUND INVESTOR 808509244 SWIRX Mutual Fund   Growth and Income  $           100  $             1  $           100 0.02 0 None No Yes 30 Y
Schwab Funds SCHWAB TARGET 2040 FUND 808509533 SWERX Mutual Fund   Growth and Income  $           100  $             1  $           100 0.01 0 None No Yes 30 Y
Schwab Funds SCHWAB TAX FREE YIELD PLUS FD 808517858 SWYTX Mutual Fund   Municipal Bond - National  $           100  $             1  $           100 0.49 0 None No Yes 0 Y
Schwab Funds SCHWAB TAX-FREE BOND FUND 808517403 SWNTX Mutual Fund   Municipal Bond - National  $           100  $             1  $           100 0.59 0 None No Yes 0 Y
Schwab Funds SCHWAB TOTAL BOND MARKET FUND 808517502 SWLBX Mutual Fund   Corporate Bond - General  $           100  $             1  $           100 0.52 0 None No Yes 0 Y
Schwab Funds SCHWAB TOTAL STOCK MKT INDEX FD-SEL SHS 808509756 SWTSX Mutual Fund   Growth and Income  $           100  $             -  $           100 0.38 0 None No Yes 30 Y
Schwab Funds SCHWAB VIEWPOINTS FUND INVESTOR CLASS 808509863 SWOBX Mutual Fund   Asset Allocation  $           100  $             -  $           100 0.36 0 None No Yes 30 Y
Schwab Funds SCHWAB YIELDPLUS FUND-SELECT SHARES 808525208 SWYSX Mutual Fund   Corporate Bond - High Quality  $           100  $             1  $           100 0.42 0 None No Yes 0 Y
Schwab Funds LAUDUS INTERNATIONAL MARKETMASTERS INV CL 808509889 SWOIX Mutual Fund   Foreign Stock  $           100  $             -  $           100 1.59 0 None Yes Yes Y Y
Schwab Funds LAUDUS SMALL CAP MARKETMASTERS INV CL 808509822 SWOSX Mutual Fund   Small Company  $           100  $             -  $           100 1.48 0 None Yes Yes Y Y
Schwab Funds SCHWAB CORE EQUITY 808509806 SWANX Mutual Fund   Growth  $           100  $             -  $           100 0.75 0 None Yes Yes Y Y
Schwab Funds SCHWAB FINANCIAL SERVICES FUND 808509749 SWFFX Mutual Fund   Specialty - Financial  $           100  $             -  $           100 0.94 0 None Yes Yes Y Y
Schwab Funds SCHWAB HEALTH CARE FUND 808509731 SWHFX Mutual Fund   Specialty - Health  $           100  $             -  $           100 0.82 0 None Yes Yes Y Y



 








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