Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. For each of these trade orders placed through a broker, a $25 service charge applies. Trades in no-load mutual funds available through Mutual Fund OneSource (including SchwabFunds) as well as certain other funds, are available without transaction fees when placed through or our automated phone channels. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds®, which may charge a separate redemption fee, and funds that accommodate short-term trading.Ĭharles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in Schwab's Mutual Fund OneSource® service for record keeping, shareholder services and other administrative services. Schwab's short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab's Mutual Fund OneSource® service (and certain other funds with no transaction fee) and held for 90 days or less. 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. Please read the prospectus carefully before investing. You can request a prospectus by calling 80. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. Schwab will not act as both principal and agent simultaneously in the same transaction. When trading as principal, Schwab may also be holding the security in its own account prior to selling it to you and, therefore, may make (or lose) money depending on whether the price of the security has risen or fallen while Schwab has held it. In secondary market principal transactions the price will be subject to our standard mark up in the case of purchases and a mark down in the case of sales and also may include a profit to Schwab in the form of a bid-ask spread. Schwab reserves the right to act as principal on any bond transaction. Unique number of dealers is as of December 2015.Īll orders placed through a Schwab representative are subject to an additional $25 fee and all orders to sell bonds must be placed through a representative. Schwab's secondary market average security count and Fixed Income specialists data are as of January 2016. Leveraging their advice and experience to review and recommend a fixed income strategy customized to one important investor: You.įrom income to diversification, call a Schwab Fixed Income Specialist to meet your specific needs. Schwab Fixed Income Specialists can help meet your goal with unbiased guidance. Looking for help solving your fixed income challenges?Ĭount on Schwab, where we can access thousands of individual bonds from hundreds of dealers across the marketplace for straightforward pricing so you keep more of your money for access to over a thousand new issues every year plus hundreds of no-load funds and commission-free bond ETFs. Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.
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