Schwab Asset Management Announces Index and Fund Name Changes to Its Fundamental Index ETF and Mutual Fund Family

Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced index and fund name changes for the Schwab Fundamental Index* ETF and mutual fund suite, effective on or about June 21, 2024. Shareholders in the ETFs and mutual funds do not need to take any action. The changes are part of Schwab Asset Management’s continual review of its product set to refine and enhance its product line-up.

A total of 12 Schwab Fundamental Index ETFs and mutual funds will be changing indexes and 11 of them will have new fund names:

Ticker		Current Fund Name		New Fund Name		Current Index		New Index
FNDX		Schwab Fundamental U.S. Large Company Index ETF		Schwab Fundamental U.S. Large Company ETF		Russell RAFI US Large Company Index		RAFI Fundamental High Liquidity US Large Index
SFLNX		Schwab Fundamental US Large Company Index Fund		Schwab Fundamental U.S. Large Company Index Fund
FNDA		Schwab Fundamental U.S. Small Company Index ETF		Schwab Fundamental U.S. Small Company ETF		Russell RAFI US Small Company Index		RAFI Fundamental High Liquidity US Small Index
SFSNX		Schwab Fundamental US Small Company Index Fund		Schwab Fundamental U.S. Small Company Index Fund
FNDF		Schwab Fundamental International Large Company Index ETF		Schwab Fundamental International Equity ETF		Russell RAFI Developed ex US Large Company Index		RAFI Fundamental High Liquidity Developed ex US Large Index
SFNNX		Schwab Fundamental International Large Company Index Fund