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Schwab Underlying fund documents
Underlying Funds Summary Prospectus Statutory Prospectus Statement of Additional Information Annual Report Semiannual Report Q1 Quarterly Holdings Q3 Quarterly Holdings
1000 Index ETF
1000 Index Fund
1-5 Year Corporate Bond ETF
5-10 Year Corporate Bond ETF
AMT Tax-Free Money Fund
NA
NA
AMT Tax-Free Money Fund
NA
NA
Ariel ESG ETF
Balanced Fund
California Municipal Money Fund
NA
NA
California Municipal Money Fund
NA
NA
California Tax-Free Bond Fund
Core Equity Fund
Crypto Thematic ETF
Dividend Equity Fund
Emerging Markets Equity ETF
Fundamental Emerging Markets Equity ETF formerly known as Fundamental Emerging Markets Large Company Index ETF
Fundamental Emerging Markets Equity Index Fund formerly known as Fundamental Emerging Markets Large Company Index Fund
Fundamental Global Real Estate Index Fund
Fundamental International Equity ETF formerly known as Fundamental International Large Company Index ETF
Fundamental International Equity Index Fund formerly known as Fundamental International Large Company Index Fund
Fundamental International Small Equity ETF formerly known as Fundamental International Small Company Index ETF
Fundamental International Small Equity Index Fund formerly known as Fundamental International Small Company Index Fund
Fundamental U.S. Broad Market ETF formerly known as Fundamental U.S. Broad Market Index ETF
Fundamental U.S. Large Company ETF formerly known as Fundamental U.S. Large Company Index ETF
Fundamental U.S. Large Company Index Fund formerly known as Fundamental US Large Company Index Fund
Fundamental U.S. Small Company ETF formerly known as Fundamental U.S. Small Company Index ETF
Fundamental U.S. Small Company Index Fund formerly known as Fundamental US Small Company Index Fund
Global Real Estate Fund
Government Money Fund - Investor Shares
NA
NA
Government Money Fund - Sweep Shares
NA
NA
Government Money Fund - Ultra Shares
NA
NA
Government Money Market Portfolio
NA
NA
Health Care Fund
High Yield Bond ETF
Intermediate-Term U.S. Treasury ETF
International Core Equity Fund
International Dividend Equity ETF
International Equity ETF
International Index Fund
International Opportunities Fund
International Small-Cap Equity ETF
Large-Cap Growth Fund
Long-Term U.S. Treasury ETF
MarketTrack All Equity Portfolio
MarketTrack Balanced Portfolio
MarketTrack Conservative Portfolio
MarketTrack Growth Portfolio
Monthly Income Fund - Flexible Payout
Monthly Income Fund - Income Payout
Monthly Income Fund - Target Payout
Municipal Bond ETF
Municipal Money Fund
NA
NA
New York Municipal Money Fund
NA
NA
New York Municipal Money Fund
NA
NA
Opportunistic Municipal Bond Fund
Retirement Government Money Fund
NA
NA
S&P 500 Index Fund
S&P 500 Index Portfolio
Select Large Cap Growth Fund
Short-Term Bond Index Fund
Short-Term U.S. Treasury ETF
Small-Cap Equity Fund
Small-Cap Index Fund
Target 2010 Fund
Target 2010 Index Fund
Target 2015 Fund
Target 2015 Index Fund
Target 2020 Fund
Target 2020 Index Fund
Target 2025 Fund
Target 2025 Index Fund
Target 2030 Fund
Target 2030 Index Fund
Target 2035 Fund
Target 2035 Index Fund
Target 2040 Fund
Target 2040 Index Fund
Target 2045 Fund
Target 2045 Index Fund
Target 2050 Fund
Target 2050 Index Fund
Target 2055 Fund
Target 2055 Index Fund
Target 2060 Fund
Target 2060 Index Fund
Target 2065 Fund
Target 2065 Index Fund
Tax-Free Bond Fund
Total Stock Market Index Fund
Treasury Inflation Protected Securities Index Fund
Treasury Obligations Money Fund
NA
NA
Treasury Obligations Money Fund
NA
NA
U.S. Aggregate Bond ETF
U.S. Aggregate Bond Index Fund
U.S. Broad Market ETF
U.S. Dividend Equity ETF
U.S. Large-Cap ETF
U.S. Large-Cap Growth ETF
U.S. Large-Cap Growth Index Fund
U.S. Large-Cap Value ETF
U.S. Large-Cap Value Index Fund
U.S. Mid-Cap ETF
U.S. Mid-Cap Index Fund
U.S. REIT ETF
U.S. Small-Cap ETF
U.S. TIPS ETF
U.S. Treasury Money Fund
NA
NA
U.S. Treasury Money Fund
NA
NA
Value Advantage Money Fund
NA
NA
VIT Balanced Portfolio
VIT Balanced with Growth Portfolio
VIT Growth Portfolio