Schwab Small-Cap Equity (SWSCX)

Min Initial Investment

0

Min Initial Investment, IRA

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Min Initial Investment, AIP

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Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

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• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• E TRADE Financial
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Shareholders Services Group
• JPMorgan
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible
• Fidelity Retail FundsNetwork
• Fidelity Institutional FundsNetwork
• DATALynx
• Ameriprise Brokerage
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• ETrade No Load Fee
• SunGard Transaction Network
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• Robert W. Baird & Co.
• DATALynx IMS
• WFA MF Advisory Updated 6.3.26
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• ING Financial Ptnrs PAM and PRIME Approv
• Firstrade
• Scottrade NTF
• Morgan Stanley Consulting Group Advisor
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• Trust Company of America
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 9.2.26
• ADP Access Open Fund Architecture
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• ING Financial Partners Inc.
• Securities America Inc.
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Morgan Stanley Portfolio Management
• JP Morgan No Load
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Cetera Financial Specialist LLC – Premier, mAA Advisor
• LPL SWM
• Schwab Advisor Services All Funds Available
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• Pershing Retirement Plan Network
• HD Vest
• Schwab Advisor Services Funds
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Schwab (Non Transaction Fee)

The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund.