Schwab ETF OneSource™ Expands Menu of Commission-Free ETFs and Welcomes J.P. Morgan Asset Management to Program

New Additions Broaden Access to $0 Commission Strategic Beta and Currency-Hedged ETFs

Tuesday, June 30, 2015 5:00 am PDT

Dateline:

SAN FRANCISCO

Public Company Information:

NYSE:
SCHW
"The driving idea behind Schwab ETF OneSource is to provide investors of every size and sophistication access to quality, commission-free ETFs which helps them to build well-diversified portfolios designed to achieve their unique objectives"

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab announced today it is adding one new ETF provider – J.P. Morgan Asset Management – and nine new ETFs to Schwab ETF OneSource™, the program that offers investors and advisors the most commission-free* ETFs anywhere in the industry. The additions give investors more choice within two highly sought-after categories in investing today – currency-hedged ETFs and strategic beta funds across both U.S. and international markets.

Beginning tomorrow, all three of J.P. Morgan Asset Management’s diversified return strategic beta ETFs will be available to Schwab clients with $0 online trade commissions. J.P. Morgan Asset Management is the 14th provider to join the Schwab ETF OneSource program, joining ALPS, Direxion Investments, ETF Securities, Global X Funds, Guggenheim Investments, IndexIQ, PIMCO, PowerShares, ProShares, State Street SPDR® ETFs, United States Commodity Funds, WisdomTree and Charles Schwab Investment Management.

Six additional funds from current providers will be added to Schwab ETF OneSource tomorrow. WisdomTree is adding four currency-hedged products, ETF Securities is adding a diversified-factor ETF and Direxion Investments is adding a strategic beta high dividend ETF.

“The driving idea behind Schwab ETF OneSource is to provide investors of every size and sophistication access to quality, commission-free ETFs which helps them to build well-diversified portfolios designed to achieve their unique objectives,” said Heather Fischer, Vice President of ETF Platform Management at Charles Schwab. “Quantity matters, but in addition to offering investors the most choice, we’re focused on providing them with the right selection. We are pleased that the addition of J.P. Morgan and the other new funds will further expand our ability to do just this.”

The latest expansion of Schwab ETF OneSource allows investors to buy and sell 211 ETFs covering 66 Morningstar Categories with $0 online commissions, no enrollment requirements and no early redemption fees – key differentiators for investors comparing Schwab ETF OneSource to other commission-free ETF offerings.

The new funds being added to Schwab ETF OneSource on July 1, 2015, are below:

         
ETF Name   Ticker   Morningstar Category
 
Direxion Value Line® Small- and Mid-Cap High Dividend ETF VLSM Small Value
ETFS Diversified-Factor U.S. Large Cap Index Fund SBUS Large Blend
JPMorgan Diversified Return Global Equity ETF JPGE World Stock
JPMorgan Diversified Return International Equity ETF JPIN Foreign Large Blend
JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Diversified Emerging Mkts.
WisdomTree Germany Hedged Equity Fund DXGE Miscellaneous Region
WisdomTree Japan Hedged Dividend Growth Fund JHDG Japan Stock
WisdomTree Japan Hedged SmallCap Equity Fund DXJS Japan Stock
WisdomTree Europe Hedged SmallCap Equity Fund   EUSC   Europe Stock
 

A complete list of Schwab ETF OneSource ETFs is available here.

About Schwab ETF OneSource

As of May 31, 2015, Schwab ETF OneSource has $45 billion in assets under management and year-to-date flows into ETFs in the program are $5.8 billion, representing 37% percent of the total ETF flows at Schwab.

Schwab ETF OneSource offers investors and advisors access to the most commission-free ETFs anywhere in the industry. Commission-free online trading is available to individual investors at Schwab, to approximately 7,000 independent investment advisors who use Schwab’s custodial services and through Schwab retirement accounts that permit trading of ETFs.

Schwab offers a range of resources to help clients choose ETFs that fit their investment needs, including the Schwab ETF Select List™, tutorials, education, research and tools available via Schwab’s online ETF center and live events at local Schwab branches.

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 www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube and LinkedIn.

DISCLOSURES:

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can obtain a prospectus by visiting www.schwab.com or calling 800-435-4000. Please read the prospectus carefully before investing.

Charles Schwab & Co., Inc. receives remuneration from third-party ETF companies participating in Schwab ETF OneSource for recordkeeping, shareholder services, and other administrative services, including program development and maintenance.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

“ETF Securities” is a registered trademark of ETF Securities Limited. IndexIQ® is a registered trademark of IndexIQ. J.P. Morgan Exchange-Traded Funds are distributed by SEI Investments Distribution Co., which is not affiliated with JPMorgan Chase & Co. or any of its affiliates. SEI Investments Distribution Co. is a member of FINRA/SIPC. J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co., and its affiliates worldwide. PowerShares® is a registered trademark of Invesco PowerShares Capital Management LLC (Invesco PowerShares). Invesco PowerShares and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd. ProShares® is a registered trademark of ProShare Advisors LLC. ProShares makes no representation or warranty regarding the advisability of, nor bears any liability with respect to, investing in ProShares ETFs."SPDR" is a registered trademark of Standard & Poor's Financial Services LLC ("S&P") and has been licensed for use by State Street Corporation. No financial product offered by State Street Corporation or its affiliates is sponsored, endorsed, sold or promoted by S&P or its affiliates, and S&P and its affiliates make no representation, warranty or condition regarding the advisability of buying, selling or holding units/shares in such products. USCF® and the United States Commodity Funds® are registered trademarks of United States Commodity Funds LLC Limited Liability Company Delaware. All rights reserved. WisdomTree Investments, Inc., through its subsidiaries in the U.S. and Europe (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York.

Charles Schwab Investment Management, Inc. is the investment advisor for Schwab ETFs and an affiliate of the Charles Schwab Corporation.

Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates. Learn more at www.schwab.com/SchwabETFs.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE:SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab” member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com.

*Conditions Apply: Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker ($25) or by automated phone ($5). An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover (not including Schwab ETFs). Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see Charles Schwab Pricing Guide for additional information.

© 2015 Charles Schwab & Co., Inc. Member SIPC.

(0615-4524)

Contact:

Charles Schwab
Erin Montgomery, 212-403-9271
Erin.Montgomery@schwab.com

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