<SEC-DOCUMENT>0001104659-23-074835-index.html : 20230627 <SEC-HEADER>0001104659-23-074835.hdr.sgml : 20230627 <ACCEPTANCE-DATETIME>20230626175855 ACCESSION NUMBER: 0001104659-23-074835 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230627 DATE AS OF CHANGE: 20230626 EFFECTIVENESS DATE: 20230627 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCHWAB STRATEGIC TRUST CENTRAL INDEX KEY: 0001454889 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-160595 FILM NUMBER: 231043493 BUSINESS ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 1-415-667-7000 MAIL ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER COMPANY: FORMER CONFORMED NAME: Schwab Strategic Trust DATE OF NAME CHANGE: 20090127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCHWAB ANNUITY PORTFOLIOS CENTRAL INDEX KEY: 0000918266 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-74534 FILM NUMBER: 231043494 BUSINESS ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 1-415-667-7000 MAIL ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCHWAB INVESTMENTS CENTRAL INDEX KEY: 0000869365 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-37459 FILM NUMBER: 231043496 BUSINESS ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 1-415-667-7000 MAIL ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCHWAB CAPITAL TRUST CENTRAL INDEX KEY: 0000904333 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-62470 FILM NUMBER: 231043495 BUSINESS ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 1-415-667-7000 MAIL ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 <SERIES-AND-CLASSES-CONTRACTS-DATA> <EXISTING-SERIES-AND-CLASSES-CONTRACTS> <SERIES> <OWNER-CIK>0000869365 <SERIES-ID>S000006807 <SERIES-NAME>Schwab 1000 Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018433 <CLASS-CONTRACT-NAME>Schwab 1000 Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SNXFX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000904333 <SERIES-ID>S000005911 <SERIES-NAME>Schwab S&P 500 Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000016166 <CLASS-CONTRACT-NAME>Schwab S&P 500 Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SWPPX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000904333 <SERIES-ID>S000005912 <SERIES-NAME>Schwab Small-Cap Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000016169 <CLASS-CONTRACT-NAME>Schwab Small-Cap Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SWSSX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000904333 <SERIES-ID>S000005913 <SERIES-NAME>Schwab Total Stock Market Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000016171 <CLASS-CONTRACT-NAME>Schwab Total Stock Market Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SWTSX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000904333 <SERIES-ID>S000016766 <SERIES-NAME>Schwab Fundamental US Large Company Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000046821 <CLASS-CONTRACT-NAME>Schwab Fundamental US Large Company Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SFLNX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000904333 <SERIES-ID>S000016767 <SERIES-NAME>Schwab Fundamental US Small Company Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000046824 <CLASS-CONTRACT-NAME>Schwab Fundamental US Small Company Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SFSNX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000904333 <SERIES-ID>S000059731 <SERIES-NAME>Schwab U.S. Large-Cap Growth Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000195502 <CLASS-CONTRACT-NAME>Schwab U.S. Large-Cap Growth Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SWLGX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000904333 <SERIES-ID>S000059732 <SERIES-NAME>Schwab U.S. Large-Cap Value Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000195503 <CLASS-CONTRACT-NAME>Schwab U.S. Large-Cap Value Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SWLVX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000904333 <SERIES-ID>S000059733 <SERIES-NAME>Schwab U.S. Mid-Cap Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000195504 <CLASS-CONTRACT-NAME>Schwab U.S. Mid-Cap Index Fund <CLASS-CONTRACT-TICKER-SYMBOL>SWMCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000918266 <SERIES-ID>S000006547 <SERIES-NAME>Schwab S&P 500 Index Portfolio <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000017882 <CLASS-CONTRACT-NAME>Schwab S&P 500 Index Portfolio <CLASS-CONTRACT-TICKER-SYMBOL>SWP1Z </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001454889 <SERIES-ID>S000026631 <SERIES-NAME>Schwab U.S. Broad Market ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079978 <CLASS-CONTRACT-NAME>Schwab U.S. Broad Market ETF <CLASS-CONTRACT-TICKER-SYMBOL>SCHB </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001454889 <SERIES-ID>S000026632 <SERIES-NAME>Schwab U.S. Large-Cap ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079979 <CLASS-CONTRACT-NAME>Schwab U.S. Large-Cap ETF <CLASS-CONTRACT-TICKER-SYMBOL>SCHX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001454889 <SERIES-ID>S000026633 <SERIES-NAME>Schwab U.S. Large-Cap Growth ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079980 <CLASS-CONTRACT-NAME>Schwab U.S. Large-Cap Growth ETF <CLASS-CONTRACT-TICKER-SYMBOL>SCHG </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001454889 <SERIES-ID>S000026634 <SERIES-NAME>Schwab U.S. Large-Cap Value ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079981 <CLASS-CONTRACT-NAME>Schwab U.S. Large-Cap Value ETF <CLASS-CONTRACT-TICKER-SYMBOL>SCHV </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001454889 <SERIES-ID>S000026635 <SERIES-NAME>Schwab U.S. Mid-Cap ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079982 <CLASS-CONTRACT-NAME>Schwab U.S. Mid-Cap ETF <CLASS-CONTRACT-TICKER-SYMBOL>SCHM </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001454889 <SERIES-ID>S000026636 <SERIES-NAME>Schwab U.S. Small-Cap ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000079983 <CLASS-CONTRACT-NAME>Schwab U.S. Small-Cap ETF <CLASS-CONTRACT-TICKER-SYMBOL>SCHA </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001454889 <SERIES-ID>S000034163 <SERIES-NAME>Schwab U.S. Dividend Equity ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000105320 <CLASS-CONTRACT-NAME>Schwab U.S. Dividend Equity ETF <CLASS-CONTRACT-TICKER-SYMBOL>SCHD </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001454889 <SERIES-ID>S000059091 <SERIES-NAME>Schwab 1000 Index ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000193734 <CLASS-CONTRACT-NAME>Schwab 1000 Index ETF <CLASS-CONTRACT-TICKER-SYMBOL>SCHK </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>497 <SEQUENCE>1 <FILENAME>tm2319475-1_497.htm <DESCRIPTION>497 <TEXT> Document 1 - file: tm2319475-1_497.htm
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