PLANADVISER - May/June 2018 - FC2

Introducing three new low-cost market cap index mutual funds with
no minimums. Make low costs and fee simplicity the new normal.
Schwab®
U.S.
Large-Cap
Value Index Fund
SWLVX
Schwab®
U.S.
Large-Cap
Growth Index Fund
SWLGX
Schwab®
U.S.
Mid-Cap
Index Fund
SWMCX
Visit schwabfunds.com/lowcost
Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including
investment objectives, risks, charges, and expenses. Please read it carefully before investing.
You can view and download a prospectus by visiting schwabfunds.com/prospectus.
0% OER:* Management fees will be voluntarily waived through June 30, 2018.
*Beginning July 1, 2018, the total annual operating expenses will be 0.04% for SWLVX and SWLGX and 0.05% for SWMCX.
Schwab is a registered trademark of Charles Schwab & Co., Inc.
Charles Schwab Investment Management, Inc. (CSIM), the investment adviser for Schwab Funds®
, and Charles Schwab & Co., Inc.
(Schwab), Member SIPC, the distributor for Schwab Funds, are separate but affiliated companies and subsidiaries of The Charles
Schwab Corporation.
Charles Schwab Investment Management, Inc., 211 Main Street, San Francisco, CA 94105
©2018 Charles Schwab Investment Management, Inc. All rights reserved.
CC1808325 (0218-8V7A) ADP101835-00 (04/18) 00209545

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PLANADVISER - May/June 2018

Table of Contents for the Digital Edition of PLANADVISER - May/June 2018

Key Partnerships
Clean Shares' Popularity
The Retirement Purse
The Power of Hosting Events
A New Best Interest Model
Limited Liability of a Trustee
Rollover Recommendations
PLANADVISER - May/June 2018 - C1
PLANADVISER - May/June 2018 - FC1
PLANADVISER - May/June 2018 - FC2
PLANADVISER - May/June 2018 - C2
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PLANADVISER - May/June 2018 - Key Partnerships
PLANADVISER - May/June 2018 - 37
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PLANADVISER - May/June 2018 - 40
PLANADVISER - May/June 2018 - 41
PLANADVISER - May/June 2018 - Clean Shares' Popularity
PLANADVISER - May/June 2018 - 43
PLANADVISER - May/June 2018 - The Retirement Purse
PLANADVISER - May/June 2018 - 45
PLANADVISER - May/June 2018 - 46
PLANADVISER - May/June 2018 - 47
PLANADVISER - May/June 2018 - The Power of Hosting Events
PLANADVISER - May/June 2018 - 49
PLANADVISER - May/June 2018 - A New Best Interest Model
PLANADVISER - May/June 2018 - Limited Liability of a Trustee
PLANADVISER - May/June 2018 - Rollover Recommendations
PLANADVISER - May/June 2018 - C3
PLANADVISER - May/June 2018 - C4
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