Schwab Target 2040 Index (SWYGX)

Min Initial Investment

0

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

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• Comerica Bank
• American Trust Custody
• Schwab Institutional
• JPMorgan
• Vanguard
• TD Ameritrade Trust Company
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• Scottrade TF
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ADP Access
• Mid Atlantic Capital Group
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• ADP Access Open Fund Architecture
• Securities America Inc.
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Schwab Advisor Services All Funds Available
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• Pershing Retirement Plan Network
• Schwab Advisor Services Funds
• Commonwealth (PPS Access Program)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Mid Atlantic Clearing and Settlement
• Schwab (Non Transaction Fee)
• Schwab Advisor Services Select List Advisor Edition

The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.