New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course - Seite 2

More information about the Schwab Model Portfolios is available here and details outlining the portfolio framework are available here.

About Charles Schwab Investment Management, Inc.

As of June 30, 2020, Charles Schwab Investment Management managed approximately $524.7 billion on a discretionary basis and approximately $16.9 billion on a non-discretionary basis. More information is available at www.schwabfunds.com.

About Charles Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.

More information is available at aboutschwab.com. Follow us on Twitter, Facebook, YouTube, and LinkedIn.

Disclosures

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds and Schwab ETFs. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation and are not affiliated with SIDCO.

Investing involves risk. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Information concerning portfolio allocations and holdings is representative of the portfolio allocations for this strategy and does not necessarily reflect an actual account. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments, market, economic and individual company considerations. Futures and options may not be used in the portfolio to create leverage or for any other reason.

Past performance does not guarantee or indicate future results. This information should not be relied upon as investment advice, research, or a recommendation by CSIM regarding (i) the ETFs, (ii) the use or suitability of the model portfolio allocations or (iii) any security in particular. This information is intended for use only by third party financial advisors, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for their own clients. Such financial advisors are responsible for making their own independent judgment as to how to use this information, and only clients and their advisors know enough about their financial circumstances to make investment decisions. CSIM does not have investment discretion over or place trade orders for any portfolios or accounts derived from this information. Performance of any account or portfolio derived from this information may vary materially from the performance shown herein. There is no guarantee that any investment strategy illustrated will be successful or achieve any particular level of results.

Envestnet is a separate and unaffiliated entity from Charles Schwab Investment Management, Inc.

* Cost is the average weighted expense ratio. Portfolio allocations are composed of certain low-cost Schwab ETFs. Other ETFs may be appropriate for a given asset class and should be evaluated on a case-by-case basis.

2020 Charles Schwab Investment Management, Inc. All rights reserved. (0520-08PL)

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