Schwab ETF OneSource™ Shares Compelling View of the ETF Industry

Interactive Microsite Reveals Key Trends on Third Anniversary of Largest Commission-Free ETF Program

Thursday, February 18, 2016 5:30 am PST

Dateline:

SAN FRANCISCO

Public Company Information:

NYSE:
SCHW
"So many investors now view ETFs as the foundational component of a well-diversified investment portfolio. On average, investors already using ETFs are now allocating one-fifth of their total portfolios to these versatile products,1"

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab has unveiled The Schwab ETF OneSource 2016 ETF Industry Outlook, an interactive microsite that explores the ETF topics and trends that will be most important to investors and advisors in the year ahead.

“So many investors now view ETFs as the foundational component of a well-diversified investment portfolio. On average, investors already using ETFs are now allocating one-fifth of their total portfolios to these versatile products,1” said Heather Fischer, Vice President of ETF Platform Management at Charles Schwab. “The Schwab ETF OneSource 2016 ETF Industry Outlook is a dynamic collaboration among Schwab ETF OneSource participants designed to shed light on the ETF landscape and provide investors with practical insights about ETF investing in today’s market environment.”

Featuring interactive, shareable insights and data on ETFs in the current market environment and commentary on the implications for investors, the microsite showcases the perspectives of 13 of the leading ETF providers that participate in the Schwab ETF OneSource™ program:

         

Firm

     

Topic

ALPS

Sector ETFs

Direxion

U.S. Equity ETFs

ETF Securities

Precious Metal ETFs

Global X

Finding Income Without Bonds

Guggenheim

Innovation in Fixed Income ETFs

IndexIQ

Managing Volatility with ETFs

J.P. Morgan Asset Management

Strategic Beta: Active Insights for ETFs

Invesco PowerShares

Smart Beta ETFs

ProShares

Dividend Equity Investing Strategies

State Street SPDR ETFs

Active ETFs

United States Commodity Funds

Characteristics of Commodity ETFs

WisdomTree

International ETFs

Charles Schwab Investment Management

Evolution of Low-Cost Portfolios

To view the full report, visit http://www.schwab.com/ETFOneSourceOutlook.

Schwab ETF OneSource Turns Three

The debut of the interactive microsite coincides with the three-year anniversary of Schwab ETF OneSource, the program that offers investors and advisors the most commission-freei ETFs anywhere in the industry. The program was launched in February 2013 with six providers and 105 ETFs. In three years, the program has more than doubled to now offer investors 226 commission-free ETFs spanning 66 Morningstar Categories from 16 providers.

About Schwab ETF OneSource

As of December 31, 2015, Schwab ETF OneSource has $48.8 billion in the program and 2015 flows into ETFs in the program are $13 billion, representing 38% 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 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.

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 schwab.com/Schwab ETFs.

“ETF Securities” is a registered trademark of ETF Securities Limited. IndexIQ® is a registered trademark of IndexIQ. Global X Funds is a registered trademark of Global X Management Company LLC. 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. “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® is a registered trademark of United States Commodity Funds LLC. 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.

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.

© 2016 Charles Schwab & Co., Inc. Member SIPC.

(0216-0654)

1 Source: 2015 ETF Investor Study by Charles Schwab, September 2015

i 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.

Contact:

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

Multimedia Files:

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Schwab ETF OneSource Microsite (Graphic: Business Wire)
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