Expense Ratio History

Schwab fund fees

108 Schwab funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
SWPPXSchwab S&P 500 Index Fund 0.020% Index mutual fund 0.03% to 0.02%, 14 Dec 2018
SCHBSchwab U.S. Broad Market ETF 0.03% ETF 0.04% to 0.03%, 29 Dec 2014
SCHFSchwab International Equity ETF 0.03% ETF 0.06% to 0.03%, 20 Dec 2024
SCHISchwab 5-10 Year Corporate Bond ETF 0.03% ETF 0.05% to 0.03%, 28 Apr 2022
SCHJSchwab 1-5 Year Corporate Bond ETF 0.03% ETF 0.05% to 0.03%, 28 Apr 2022
SCHKSchwab 1000 Index ETF 0.03% ETF 0.05% to 0.03%, 20 Dec 2024
SCHOSchwab Short-Term U.S. Treasury ETF 0.03% ETF 0.05% to 0.03%, 28 Apr 2022
SCHPSchwab U.S. TIPS ETF 0.03% ETF 0.04% to 0.03%, 25 Sep 2023
SCHQSchwab Long-Term U.S. Treasury ETF 0.03% ETF 0.05% to 0.03%, 28 Apr 2022
SCHRSchwab Intermediate-Term U.S. Treasury ETF 0.03% ETF 0.05% to 0.03%, 28 Apr 2022
SCHXSchwab U.S. Large-Cap ETF 0.030% ETF 0.04% to 0.03%, 29 Dec 2014
SCHZSchwab U.S. Aggregate Bond ETF 0.03% ETF 0.04% to 0.03%, 28 Apr 2022
SCMBSchwab Municipal Bond ETF 0.03% ETF None recorded
SCYBSchwab High Yield Bond ETF 0.03% ETF 0.10% to 0.03%, 25 Sep 2023
SMBSSchwab Mortgage-Backed Securities ETF 0.03% ETF None recorded
SWLGXSchwab U.S. Large-Cap Growth Index Fund 0.03% Index mutual fund 0.04% to 0.03%, 27 Feb 2024
SWLVXSchwab U.S. Large-Cap Value Index Fund 0.03% Index mutual fund 0.04% to 0.03%, 27 Feb 2024
SWP1ZSchwab S&P 500 Index Portfolio 0.03% Index mutual fund 0.24% to 0.03%, 28 Feb 2017
SWTSXSchwab Total Stock Market Index Fund 0.03% Index mutual fund 0.11% to 0.03%, 28 Feb 2017
SCHASchwab U.S. Small-Cap ETF 0.04% ETF 4.00% to 0.04%, 17 Dec 2021
SCHGSchwab U.S. Large-Cap Growth ETF 0.04% ETF 0.06% to 0.04%, 29 Dec 2016
SCHMSchwab U.S. Mid-Cap ETF 0.04% ETF 0.05% to 0.04%, 14 Dec 2018
SCHVSchwab U.S. Large-Cap Value ETF 0.04% ETF 0.06% to 0.04%, 29 Dec 2016
SWAGXSchwab U.S. Aggregate Bond Index Fund 0.04% Index mutual fund None recorded
SWMCXSchwab U.S. Mid-Cap Index Fund 0.04% Index mutual fund 0.05% to 0.04%, 14 Dec 2018
SWSSXSchwab Small-Cap Index Fund 0.04% Index mutual fund 0.05% to 0.04%, 14 Dec 2018
SNXFXSchwab 1000 Index Fund 0.05% Index mutual fund 0.33% to 0.05%, 28 Feb 2017
SWRSXSchwab Treasury Inflation Protected Securities Index Fund 0.05% Index mutual fund 0.61% to 0.05%, 28 Feb 2017
SCHDSchwab U.S. Dividend Equity ETF 0.060% ETF 0.07% to 0.06%, 14 Dec 2018
SWISXSchwab International Index Fund 0.06% Index mutual fund 0.07% to 0.06%, 28 Feb 2018
SWSBXSchwab Short-Term Bond Index Fund 0.06% Index mutual fund None recorded
SCHESchwab Emerging Markets Equity ETF 0.07% ETF 0.11% to 0.07%, 20 Dec 2024
SCHHSchwab U.S. REIT ETF 0.07% ETF 0.13% to 0.07%, 20 Sep 2012
SCHCSchwab International Small-Cap Equity ETF 0.08% ETF 0.06% to 0.08%, 22 Dec 2025
SCHYSchwab International Dividend Equity ETF 0.08% ETF 0.14% to 0.08%, 20 Dec 2024
SWYLXSchwab Target 2020 Index Fund 0.12% Index mutual fund 0.13% to 0.12%, 28 Jul 2025
SWYAXSchwab Target 2010 Index Fund 0.13% Index mutual fund 0.14% to 0.13%, 27 Jul 2018
SWYBXSchwab Target 2015 Index Fund 0.13% Index mutual fund 0.14% to 0.13%, 27 Jul 2018
SWYDXSchwab Target 2025 Index Fund 0.13% Index mutual fund 0.12% to 0.13%, 26 Jul 2024
SWYEXSchwab Target 2030 Index Fund 0.13% Index mutual fund 0.12% to 0.13%, 26 Jul 2024
SWYFXSchwab Target 2035 Index Fund 0.13% Index mutual fund 0.12% to 0.13%, 26 Jul 2024
SWYGXSchwab Target 2040 Index Fund 0.13% Index mutual fund 0.12% to 0.13%, 26 Jul 2024
SWYHXSchwab Target 2045 Index Fund 0.13% Index mutual fund None recorded
SCUSSchwab Ultra-Short Income ETF 0.14% ETF None recorded
SWYJXSchwab Target 2055 Index Fund 0.14% Index mutual fund 0.13% to 0.14%, 28 Jul 2025
SWYMXSchwab Target 2050 Index Fund 0.14% Index mutual fund 0.13% to 0.14%, 28 Jul 2025
SWYNXSchwab Target 2060 Index Fund 0.14% Index mutual fund 0.13% to 0.14%, 28 Jul 2025
SWYOXSchwab Target 2065 Index Fund 0.15% Index mutual fund 0.14% to 0.15%, 28 Jul 2025
SCCRSchwab Core Bond ETF 0.16% ETF None recorded
SWYPXSchwab Target 2070 Index Fund 0.16% Index mutual fund None recorded
SVUXXSchwab Variable Share Price Money Fund 0.20% Mutual fund 0.21% to 0.20%, 2 Apr 2024
SNRXXSchwab Retirement Government Money Fund 0.21% Mutual fund 0.20% to 0.21%, 28 Apr 2021
FNDASchwab Fundamental U.S. Small Company ETF 0.25% ETF 0.32% to 0.25%, 1 Mar 2017
FNDBSchwab Fundamental U.S. Broad Market ETF 0.25% ETF 0.32% to 0.25%, 1 Mar 2017
FNDFSchwab Fundamental International Equity ETF 0.25% ETF 0.32% to 0.25%, 1 Mar 2017
FNDXSchwab Fundamental U.S. Large Company ETF 0.25% ETF 0.32% to 0.25%, 1 Mar 2017
SFLNXSchwab Fundamental U.S. Large Company Index Fund 0.25% Index mutual fund 0.39% to 0.25%, 1 May 2017
SFNNXSchwab Fundamental International Equity Index Fund 0.25% Index mutual fund 0.46% to 0.25%, 1 May 2017
SFSNXSchwab Fundamental U.S. Small Company Index Fund 0.25% Index mutual fund 0.43% to 0.25%, 1 May 2017
SWPXXSchwab Government Money Market Portfolio 0.27% Mutual fund 0.26% to 0.27%, 28 Apr 2025
SGVTSchwab Government Money Market ETF 0.28% ETF None recorded
STCESchwab Crypto Thematic ETF 0.30% ETF None recorded
SWCRXSchwab Target 2020 Fund 0.31% Mutual fund 0.32% to 0.31%, 28 Feb 2025
SWHRXSchwab Target 2025 Fund 0.31% Mutual fund 0.34% to 0.31%, 24 Feb 2026
SWLRXSchwab Monthly Income Fund - Income Payout 0.31% Mutual fund 0.30% to 0.31%, 28 Apr 2026
SWKRXSchwab Monthly Income Fund - Flexible Payout 0.33% Mutual fund 0.35% to 0.33%, 28 Apr 2026
SNOXXSchwab Treasury Obligations Money Fund 0.34% Mutual fund 0.35% to 0.34%, 28 Apr 2026
SNSXXSchwab U.S. Treasury Money Fund 0.35% Mutual fund 0.49% to 0.35%, 24 Sep 2020
SWKXXSchwab California Municipal Money Fund 0.35% Mutual fund 0.49% to 0.35%, 24 Sep 2020
SWTXXSchwab Municipal Money Fund 0.35% Mutual fund 0.48% to 0.35%, 24 Sep 2020
SWVXXSchwab Prime Advantage Money Fund 0.35% Mutual fund 0.34% to 0.35%, 28 Apr 2021
SWYXXSchwab New York Municipal Money Fund 0.35% Mutual fund 0.36% to 0.35%, 28 Apr 2026
SWWXXSchwab AMT Tax-Free Money Fund 0.36% Mutual fund 0.38% to 0.36%, 28 Apr 2025
FNDCSchwab Fundamental International Small Equity ETF 0.39% ETF 0.46% to 0.39%, 1 Mar 2017
FNDESchwab Fundamental Emerging Markets Equity ETF 0.39% ETF 0.40% to 0.39%, 28 Jun 2017
SFENXSchwab Fundamental Emerging Markets Equity Index Fund 0.39% Index mutual fund 0.88% to 0.39%, 1 May 2017
SFILXSchwab Fundamental International Small Equity Index Fund 0.39% Index mutual fund 0.68% to 0.39%, 1 May 2017
SFREXSchwab Fundamental Global Real Estate Index Fund 0.39% Index mutual fund 0.81% to 0.39%, 1 Jun 2017
SWDRXSchwab Target 2030 Fund 0.39% Mutual fund 0.41% to 0.39%, 24 Feb 2026
SWJRXSchwab Monthly Income Fund - Target Payout 0.40% Mutual fund 0.46% to 0.40%, 28 Apr 2026
SWCAXSchwab California Tax-Free Bond Fund 0.41% Mutual fund 0.58% to 0.41%, 17 Dec 2021
SWNTXSchwab Tax-Free Bond Fund 0.41% Mutual fund 0.55% to 0.41%, 17 Dec 2021
SWGRXSchwab Target 2015 Fund 0.42% Mutual fund 0.40% to 0.42%, 24 Feb 2026
SWBRXSchwab Target 2010 Fund 0.43% Mutual fund 0.40% to 0.43%, 24 Feb 2026
SWGXXSchwab Government Money Fund 0.45% Mutual fund 0.57% to 0.45%, 24 Sep 2020
SWIRXSchwab Target 2035 Fund 0.46% Mutual fund 0.47% to 0.46%, 24 Feb 2026
SWBGXSchwab MarketTrack Balanced Portfolio 0.49% Mutual fund 0.48% to 0.49%, 27 Feb 2023
SWERXSchwab Target 2040 Fund 0.49% Mutual fund 0.50% to 0.49%, 24 Feb 2026
SWCGXSchwab MarketTrack Conservative Portfolio 0.50% Mutual fund 0.48% to 0.50%, 27 Feb 2023
SWHGXSchwab MarketTrack Growth Portfolio 0.50% Mutual fund 0.51% to 0.50%, 25 Feb 2022
SWEGXSchwab MarketTrack All Equity Portfolio 0.51% Mutual fund 0.50% to 0.51%, 27 Feb 2023
SWOBXSchwab Balanced Fund 0.53% Mutual fund 0.52% to 0.53%, 28 Feb 2025
SWMRXSchwab Target 2045 Fund 0.55% Mutual fund 0.57% to 0.55%, 28 Feb 2025
SWNRXSchwab Target 2050 Fund 0.57% Mutual fund 0.58% to 0.57%, 24 Feb 2026
SAEFSchwab Ariel Opportunities ETF 0.59% ETF None recorded
SWHYXSchwab Opportunistic Municipal Bond Fund 0.59% Mutual fund 0.60% to 0.59%, 22 Dec 2025
SWORXSchwab Target 2055 Fund 0.60% Mutual fund 0.62% to 0.60%, 28 Feb 2025
SWPRXSchwab Target 2060 Fund 0.66% Mutual fund 0.68% to 0.66%, 24 Feb 2026
SWASXSchwab Global Real Estate Fund 0.72% Mutual fund 0.71% to 0.72%, 27 Jun 2025
SWANXSchwab Core Equity Fund 0.73% Mutual fund 0.74% to 0.73%, 28 Feb 2019
SWHFXSchwab Health Care Fund 0.80% Mutual fund 0.79% to 0.80%, 26 Feb 2026
SWMIXSchwab International Opportunities Fund 0.84% Mutual fund 0.85% to 0.84%, 24 Feb 2026
SWQRXSchwab Target 2065 Fund 0.84% Mutual fund 0.92% to 0.84%, 24 Feb 2026
SICNXSchwab International Core Equity Fund 0.87% Mutual fund 0.89% to 0.87%, 27 Feb 2024
SWDSXSchwab Dividend Equity Fund 0.89% Mutual fund 0.88% to 0.89%, 28 Feb 2025
SWLSXSchwab Large-Cap Growth Fund 1.00% Mutual fund 1.01% to 1.00%, 28 Feb 2025
SWSCXSchwab Small-Cap Equity Fund 1.09% Mutual fund 1.08% to 1.09%, 27 Feb 2023
SWRRXSchwab Target 2070 Fund 1.61% Mutual fund None recorded