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Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material:
SEC Accession No. 0001104659-22-053472
Filing Date
2022-04-29
Accepted
2022-04-29 15:22:48
Documents
1

Document Format Files

Seq Description Document Type Size
1 DEFA14A tm228794d5_defa14a.htm DEFA14A 11298
  Complete submission text file 0001104659-22-053472.txt   42169

Series and Classes/Contracts Information:

Existing
  Status Name Ticker Symbol
CIK 0000832545      
Series S000025589   Schwab Select Large Cap Growth Fund
Class/Contract C000076665   Schwab Select Large Cap Growth Fund LGILX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000004500   Schwab AMT Tax-Free Money Fund
Class/Contract C000039063   Investor Shares SWWXX
Class/Contract C000219263   Ultra Shares SCTXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000004506   Schwab Government Money Fund
Class/Contract C000012381   Sweep Shares SWGXX
Class/Contract C000151955   Investor Shares SNVXX
Class/Contract C000222229   Ultra Shares SGUXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000004507   Schwab U.S. Treasury Money Fund
Class/Contract C000198373   Investor Shares SNSXX
Class/Contract C000222230   Ultra Shares SUTXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000004508   Schwab Value Advantage Money Fund
Class/Contract C000012383   Investor Shares SWVXX
Class/Contract C000038267   Ultra Shares SNAXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000004511   Schwab Municipal Money Fund
Class/Contract C000012389   Investor Shares SWTXX
Class/Contract C000012391   Ultra Shares SWOXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000004512   Schwab California Municipal Money Fund
Class/Contract C000012393   Investor Shares SWKXX
Class/Contract C000219264   Ultra Shares SCAXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000004513   Schwab New York Municipal Money Fund
Class/Contract C000012395   Investor Shares SWYXX
Class/Contract C000219265   Ultra Shares SNYXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000036659   Schwab Treasury Obligations Money Fund
Class/Contract C000112046   Investor Shares SNOXX
Class/Contract C000222231   Ultra Shares SCOXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000052458   Schwab Variable Share Price Money Fund
Class/Contract C000164902   Ultra Shares SVUXX
  Status Name Ticker Symbol
CIK 0000857156      
Series S000053802   Schwab Retirement Government Money Fund
Class/Contract C000169257   Schwab Retirement Government Money Fund SNRXX
  Status Name Ticker Symbol
CIK 0000869365      
Series S000006807   Schwab 1000 Index Fund
Class/Contract C000018433   Schwab 1000 Index Fund SNXFX
  Status Name Ticker Symbol
CIK 0000869365      
Series S000006815   Schwab Tax-Free Bond Fund
Class/Contract C000018447   Schwab Tax-Free Bond Fund SWNTX
  Status Name Ticker Symbol
CIK 0000869365      
Series S000006818   Schwab California Tax-Free Bond Fund
Class/Contract C000018451   Schwab California Tax-Free Bond Fund SWCAX
  Status Name Ticker Symbol
CIK 0000869365      
Series S000006819   Schwab Treasury Inflation Protected Securities Index Fund
Class/Contract C000018453   Schwab Treasury Inflation Protected Securities Index Fund SWRSX
  Status Name Ticker Symbol
CIK 0000869365      
Series S000015878   Schwab Global Real Estate Fund
Class/Contract C000043612   Schwab Global Real Estate Fund SWASX
  Status Name Ticker Symbol
CIK 0000869365      
Series S000056207   Schwab U.S. Aggregate Bond Index Fund
Class/Contract C000176960   Schwab U.S. Aggregate Bond Index Fund SWAGX
  Status Name Ticker Symbol
CIK 0000869365      
Series S000056208   Schwab Short-Term Bond Index Fund
Class/Contract C000176961   Schwab Short-Term Bond Index Fund SWSBX
  Status Name Ticker Symbol
CIK 0000869365      
Series S000068892   Schwab Opportunistic Municipal Bond Fund
Class/Contract C000220131   Schwab Opportunistic Municipal Bond Fund SWHYX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005513   Schwab Large-Cap Growth Fund
Class/Contract C000015012   Schwab Large-Cap Growth Fund SWLSX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005514   Schwab Core Equity Fund
Class/Contract C000015013   Schwab Core Equity Fund SWANX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005515   Schwab Dividend Equity Fund
Class/Contract C000015015   Schwab Dividend Equity Fund SWDSX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005516   Schwab Small-Cap Equity Fund
Class/Contract C000015017   Schwab Small-Cap Equity Fund SWSCX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005519   Schwab Health Care Fund
Class/Contract C000015021   Schwab Health Care Fund SWHFX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005521   Schwab Target 2010 Fund
Class/Contract C000015023   Schwab Target 2010 Fund SWBRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005522   Schwab Target 2020 Fund
Class/Contract C000015024   Schwab Target 2020 Fund SWCRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005523   Schwab Target 2030 Fund
Class/Contract C000015025   Schwab Target 2030 Fund SWDRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005524   Schwab Target 2040 Fund
Class/Contract C000015026   Schwab Target 2040 Fund SWERX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005911   Schwab S&P 500 Index Fund
Class/Contract C000016166   Schwab S&P 500 Index Fund SWPPX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005912   Schwab Small-Cap Index Fund
Class/Contract C000016169   Schwab Small-Cap Index Fund SWSSX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005913   Schwab Total Stock Market Index Fund
Class/Contract C000016171   Schwab Total Stock Market Index Fund SWTSX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005914   Schwab International Index Fund
Class/Contract C000016173   Schwab International Index Fund SWISX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005916   Schwab MarketTrack All Equity Portfolio
Class/Contract C000016175   Schwab MarketTrack All Equity Portfolio SWEGX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005917   Schwab MarketTrack Growth Portfolio
Class/Contract C000016177   Schwab MarketTrack Growth Portfolio SWHGX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005918   Schwab MarketTrack Balanced Portfolio
Class/Contract C000016178   Schwab MarketTrack Balanced Portfolio SWBGX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000005919   Schwab MarketTrack Conservative Portfolio
Class/Contract C000016180   Schwab MarketTrack Conservative Portfolio SWCGX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000006549   Schwab Balanced Fund
Class/Contract C000017885   Schwab Balanced Fund SWOBX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000006551   Schwab International Opportunities Fund
Class/Contract C000017890   Schwab International Opportunities Fund SWMIX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000016766   Schwab Fundamental US Large Company Index Fund
Class/Contract C000046821   Schwab Fundamental US Large Company Index Fund SFLNX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000016767   Schwab Fundamental US Small Company Index Fund
Class/Contract C000046824   Schwab Fundamental US Small Company Index Fund SFSNX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000016768   Schwab Fundamental International Large Company Index Fund
Class/Contract C000046827   Schwab Fundamental International Large Company Index Fund SFNNX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000019900   Schwab Fundamental Emerging Markets Large Company Index Fund
Class/Contract C000055852   Schwab Fundamental Emerging Markets Large Company Index Fund SFENX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000019901   Schwab Fundamental International Small Company Index Fund
Class/Contract C000055855   Schwab Fundamental International Small Company Index Fund SFILX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000020935   Schwab Target 2015 Fund
Class/Contract C000059131   Schwab Target 2015 Fund SWGRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000020936   Schwab Target 2025 Fund
Class/Contract C000059132   Schwab Target 2025 Fund SWHRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000020937   Schwab Target 2035 Fund
Class/Contract C000059133   Schwab Target 2035 Fund SWIRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000021072   Schwab Monthly Income Fund - Moderate Payout
Class/Contract C000059932   Schwab Monthly Income Fund - Moderate Payout SWJRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000021073   Schwab Monthly Income Fund - Enhanced Payout
Class/Contract C000059933   Schwab Monthly Income Fund - Enhanced Payout SWKRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000021074   Schwab Monthly Income Fund - Maximum Payout
Class/Contract C000059934   Schwab Monthly Income Fund - Maximum Payout SWLRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000022039   Schwab International Core Equity Fund
Class/Contract C000063316   Schwab International Core Equity Fund SICNX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000039605   Schwab Target 2045 Fund
Class/Contract C000122183   Schwab Target 2045 Fund SWMRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000039606   Schwab Target 2050 Fund
Class/Contract C000122184   Schwab Target 2050 Fund SWNRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000039607   Schwab Target 2055 Fund
Class/Contract C000122185   Schwab Target 2055 Fund SWORX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000046499   Schwab Fundamental Global Real Estate Index Fund
Class/Contract C000145193   Schwab Fundamental Global Real Estate Index Fund SFREX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054918   Schwab Target 2060 Fund
Class/Contract C000172771   Schwab Target 2060 Fund SWPRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054919   Schwab Target 2050 Index Fund
Class/Contract C000172773   Schwab Target 2050 Index Fund SWYMX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054920   Schwab Target 2055 Index Fund
Class/Contract C000172775   Schwab Target 2055 Index Fund SWYJX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054921   Schwab Target 2060 Index Fund
Class/Contract C000172777   Schwab Target 2060 Index Fund SWYNX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054922   Schwab Target 2010 Index Fund
Class/Contract C000172779   Schwab Target 2010 Index Fund SWYAX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054923   Schwab Target 2015 Index Fund
Class/Contract C000172781   Schwab Target 2015 Index Fund SWYBX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054924   Schwab Target 2020 Index Fund
Class/Contract C000172783   Schwab Target 2020 Index Fund SWYLX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054925   Schwab Target 2025 Index Fund
Class/Contract C000172785   Schwab Target 2025 Index Fund SWYDX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054926   Schwab Target 2030 Index Fund
Class/Contract C000172787   Schwab Target 2030 Index Fund SWYEX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054927   Schwab Target 2035 Index Fund
Class/Contract C000172789   Schwab Target 2035 Index Fund SWYFX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054928   Schwab Target 2040 Index Fund
Class/Contract C000172791   Schwab Target 2040 Index Fund SWYGX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000054929   Schwab Target 2045 Index Fund
Class/Contract C000172793   Schwab Target 2045 Index Fund SWYHX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000059731   Schwab U.S. Large-Cap Growth Index Fund
Class/Contract C000195502   Schwab U.S. Large-Cap Growth Index Fund SWLGX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000059732   Schwab U.S. Large-Cap Value Index Fund
Class/Contract C000195503   Schwab U.S. Large-Cap Value Index Fund SWLVX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000059733   Schwab U.S. Mid-Cap Index Fund
Class/Contract C000195504   Schwab U.S. Mid-Cap Index Fund SWMCX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000071107   Schwab Target 2065 Fund
Class/Contract C000225748   Schwab Target 2065 Fund SWQRX
  Status Name Ticker Symbol
CIK 0000904333      
Series S000071108   Schwab Target 2065 Index Fund
Class/Contract C000225749   Schwab Target 2065 Index Fund SWYOX
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026631   Schwab U.S. Broad Market ETF
Class/Contract C000079978   Schwab U.S. Broad Market ETF SCHB
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026632   Schwab U.S. Large-Cap ETF
Class/Contract C000079979   Schwab U.S. Large-Cap ETF SCHX
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026633   Schwab U.S. Large-Cap Growth ETF
Class/Contract C000079980   Schwab U.S. Large-Cap Growth ETF SCHG
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026634   Schwab U.S. Large-Cap Value ETF
Class/Contract C000079981   Schwab U.S. Large-Cap Value ETF SCHV
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026635   Schwab U.S. Mid-Cap ETF
Class/Contract C000079982   Schwab U.S. Mid-Cap ETF SCHM
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026636   Schwab U.S. Small-Cap ETF
Class/Contract C000079983   Schwab U.S. Small-Cap ETF SCHA
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026637   Schwab International Equity ETF
Class/Contract C000079984   Schwab International Equity ETF SCHF
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026638   Schwab International Small-Cap Equity ETF
Class/Contract C000079985   Schwab International Small-Cap Equity ETF SCHC
  Status Name Ticker Symbol
CIK 0001454889      
Series S000026639   Schwab Emerging Markets Equity ETF
Class/Contract C000079986   Schwab Emerging Markets Equity ETF SCHE
  Status Name Ticker Symbol
CIK 0001454889      
Series S000029407   Schwab U.S. TIPS ETF
Class/Contract C000090317   Schwab U.S. TIPS ETF SCHP
  Status Name Ticker Symbol
CIK 0001454889      
Series S000029408   Schwab Short-Term U.S. Treasury ETF
Class/Contract C000090318   Schwab Short-Term U.S. Treasury ETF SCHO
  Status Name Ticker Symbol
CIK 0001454889      
Series S000029409   Schwab Intermediate-Term U.S. Treasury ETF
Class/Contract C000090319   Schwab Intermediate-Term U.S. Treasury ETF SCHR
  Status Name Ticker Symbol
CIK 0001454889      
Series S000030518   Schwab U.S. REIT ETF
Class/Contract C000094080   Schwab U.S. REIT ETF SCHH
  Status Name Ticker Symbol
CIK 0001454889      
Series S000033156   Schwab U.S. Aggregate Bond ETF
Class/Contract C000102078   Schwab U.S. Aggregate Bond ETF SCHZ
  Status Name Ticker Symbol
CIK 0001454889      
Series S000034163   Schwab U.S. Dividend Equity ETF
Class/Contract C000105320   Schwab U.S. Dividend Equity ETF SCHD
  Status Name Ticker Symbol
CIK 0001454889      
Series S000040876   Schwab Fundamental U.S. Broad Market Index ETF
Class/Contract C000126714   Schwab Fundamental U.S. Broad Market Index ETF FNDB
  Status Name Ticker Symbol
CIK 0001454889      
Series S000040877   Schwab Fundamental U.S. Large Company Index ETF
Class/Contract C000126715   Schwab Fundamental U.S. Large Company Index ETF FNDX
  Status Name Ticker Symbol
CIK 0001454889      
Series S000040878   Schwab Fundamental U.S. Small Company Index ETF
Class/Contract C000126716   Schwab Fundamental U.S. Small Company Index ETF FNDA
  Status Name Ticker Symbol
CIK 0001454889      
Series S000040879   Schwab Fundamental International Large Company Index ETF
Class/Contract C000126717   Schwab Fundamental International Large Company Index ETF FNDF
  Status Name Ticker Symbol
CIK 0001454889      
Series S000040880   Schwab Fundamental International Small Company Index ETF
Class/Contract C000126718   Schwab Fundamental International Small Company Index ETF FNDC
  Status Name Ticker Symbol
CIK 0001454889      
Series S000040881   Schwab Fundamental Emerging Markets Large Company Index ETF
Class/Contract C000126719   Schwab Fundamental Emerging Markets Large Company Index ETF FNDE
  Status Name Ticker Symbol
CIK 0001454889      
Series S000059091   Schwab 1000 Index ETF
Class/Contract C000193734   Schwab 1000 Index ETF SCHK
  Status Name Ticker Symbol
CIK 0001454889      
Series S000066660   Schwab 1-5 Year Corporate Bond ETF
Class/Contract C000214877   Schwab 1-5 Year Corporate Bond ETF SCHJ
  Status Name Ticker Symbol
CIK 0001454889      
Series S000066661   Schwab 5-10 Year Corporate Bond ETF
Class/Contract C000214878   Schwab 5-10 Year Corporate Bond ETF SCHI
  Status Name Ticker Symbol
CIK 0001454889      
Series S000066662   Schwab Long-Term U.S. Treasury ETF
Class/Contract C000214879   Schwab Long-Term U.S. Treasury ETF SCHQ
  Status Name Ticker Symbol
CIK 0001454889      
Series S000071197   Schwab International Dividend Equity ETF
Class/Contract C000225985   Schwab International Dividend Equity ETF SCHY
  Status Name Ticker Symbol
CIK 0001454889      
Series S000072244   Schwab Ariel ESG ETF
Class/Contract C000228159   Schwab Ariel ESG ETF SAEF
Mailing Address 211 MAIN STREET SAN FRANCISCO CA 94105
Business Address 211 MAIN STREET SAN FRANCISCO CA 94105 1-415-667-7000
LAUDUS TRUST (Filer) CIK: 0000832545 (see all company filings)

IRS No.: 680163788 | State of Incorp.: MA | Fiscal Year End: 0331
Type: DEFA14A | Act: 34 | File No.: 811-05547 | Film No.: 22874602

Mailing Address 211 MAIN STREET SAN FRANCISCO CA 94105
Business Address 211 MAIN STREET SAN FRANCISCO CA 94105 1-415-667-7000
CHARLES SCHWAB FAMILY OF FUNDS (Filer) CIK: 0000857156 (see all company filings)

IRS No.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1231
Type: DEFA14A | Act: 34 | File No.: 811-05954 | Film No.: 22874601

Mailing Address 211 MAIN STREET SAN FRANCISCO CA 94105
Business Address 211 MAIN STREET SAN FRANCISCO CA 94105 1-415-667-7000
SCHWAB INVESTMENTS (Filer) CIK: 0000869365 (see all company filings)

IRS No.: 000000000 | State of Incorp.: MA | Fiscal Year End: 0831
Type: DEFA14A | Act: 34 | File No.: 811-06200 | Film No.: 22874605

Mailing Address 211 MAIN STREET SAN FRANCISCO CA 94105
Business Address 211 MAIN STREET SAN FRANCISCO CA 94105 1-415-667-7000
SCHWAB CAPITAL TRUST (Filer) CIK: 0000904333 (see all company filings)

IRS No.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1031
Type: DEFA14A | Act: 34 | File No.: 811-07704 | Film No.: 22874604

Mailing Address 211 MAIN STREET SAN FRANCISCO CA 94105
Business Address 211 MAIN STREET SAN FRANCISCO CA 94105 1-415-667-7000
SCHWAB STRATEGIC TRUST (Filer) CIK: 0001454889 (see all company filings)

IRS No.: 000000000 | State of Incorp.: DE | Fiscal Year End: 1231
Type: DEFA14A | Act: 34 | File No.: 811-22311 | Film No.: 22874603