Schwab ETF OneSource™ Welcomes Deutsche Asset Management and John Hancock Investments to Largest Commission-Free ETF Program; Adds 14 New Commission-Free ETFs

Monday, January 4, 2016 6:00 am PST



Public Company Information:

"Our steady and continued growth allows us to provide investors with more choice, and today’s news is a good example of that. As interest and demand for ETFs in categories such as currency-hedging and strategic beta continues, we’re able to broaden access to more of those funds commission-free."

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab announced today it is adding two new providers – Deutsche Asset Management and John Hancock Investments – and 14 new ETFs to Schwab ETF OneSource™, the program that offers investors and advisors the most commission-free1 ETFs anywhere in the industry. With this latest expansion, the program is broadening investor access in several high-demand categories, including strategic beta and currency-hedged ETFs.

Launched in February 2013, Schwab ETF OneSource is approaching its three-year anniversary. With the new additions announced today, Schwab ETF OneSource now allows investors and advisors to buy and sell 226 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.

Deutsche Asset Management and John Hancock Investments are the 15th and 16th providers to join Schwab ETF OneSource, adding to a roster of existing industry leaders that include: ALPS, Direxion, ETF Securities, Global X Funds, Guggenheim Investments, IndexIQ, J.P. Morgan Asset Management, PIMCO, PowerShares, ProShares, State Street SPDR® ETFs, United States Commodity Funds LLC, WisdomTree and Charles Schwab Investment Management.

John Hancock Investments is adding six strategic beta ETFs to the program, all of which launched in September 2015. Deutsche Bank is also adding six funds, five currency-hedged ETFs and one fixed income ETF. Existing provider Guggenheim Investments will also be adding two ETFs, both in the fixed income category. All 14 new ETFs will be available on Schwab ETF OneSource beginning today.

The new funds added to Schwab ETF OneSource include:

Fund Name     Ticker     Morningstar Category
Deutsche X-trackers MSCI EAFE Hedged Equity ETF     DBEF     Foreign Large Blend
Deutsche X-trackers MSCI Emerging Markets Hedged Equity ETF DBEM Diversified Emerging Mkts
Deutsche X-trackers MSCI All World ex US Hedged Equity ETF DBAW Foreign Large Blend
Deutsche X-trackers MSCI Eurozone Hedged Equity ETF DBEZ Europe Stock
Deutsche X-trackers Municipal Infrastructure Revenue Bond ETF RVNU Muni National Long
Deutsche X-trackers MSCI All World ex US High Dividend Yield Hedged Equity ETF HDAW Foreign Large Value
Guggenheim BulletShares 2025 Corporate Bond ETF BSCP Corporate Bond
Guggenheim BulletShares 2023 High Yield Corporate Bond ETF BSJN High Yield Bond
John Hancock Multifactor Consumer Discretionary ETF JHMC Consumer Cyclical
John Hancock Multifactor Financials ETF JHMF Financial
John Hancock Multifactor Healthcare ETF JHMH Health
John Hancock Multifactor Technology ETF JHMT Technology
John Hancock Multifactor Large Cap ETF JHML Large-Cap Blend
John Hancock Multifactor Mid Cap ETF JHMM Mid-Cap Blend



“We’re so pleased how Schwab ETF OneSource has been embraced by investors and providers in our first three years,” said Heather Fischer, Vice President of ETF Platform Management at Charles Schwab. “Our steady and continued growth allows us to provide investors with more choice, and today’s news is a good example of that. As interest and demand for ETFs in categories such as currency-hedging and strategic beta continues, we’re able to broaden access to more of those funds commission-free.”

As of September 30, 2015, Schwab ETF OneSource has $44 billion in assets under management and year-to-date flows into ETFs in the program are $9 billion.

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

About Schwab ETF OneSource

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 Follow us on Twitter, Facebook, YouTube and LinkedIn.

1 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.


Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can obtain a prospectus by visiting 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 ETFs.

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

Deutsche X-trackers ETFs ("ETFs") are managed by DBX Advisors LLC (the "Adviser"), and distributed by ALPS Distributors, Inc. (“ALPS”). The Adviser is a subsidiary of Deutsche Bank AG, and is not affiliated with ALPS. Deutsche X-trackers ETFs are not FDIC insured and there is no bank guarantee and they may lose value. MSCI and MSCI Index are service marks of MSCI Inc. (MSCI) and have been licensed for use by DBX. The ETFs are not sponsored, endorsed, issued, sold or promoted by MSCI Inc. nor does this company make any representation regarding the advisability of investing in the ETFs.

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 (“Charles Schwab”) (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,, 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 and

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



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