Econ_May_05

Wealth Management at Charles Schwab

PLANNING

PORTFOLIO MANAGEMENT

INCOME STRATEGIES

BANKING

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

THE LOWEST COSTS FOR INDEX INVESTING SHOULDN’ T

BE LIMITED TO THOSE WITH THE MOST MONEY.

#26

ASK VANGUARD IF THEY FOLLOW RULE #26.

#27

Investors should consider carefully information contained in the prospectus, or if available, the summary

prospectus, including investment objectives, risks, charges and expenses. You can download a prospectus

by visiting

www.schwabfunds.com/prospectus.

Please read it carefully before investing. Investment minimums

and expenses are subject to change.

1. This claim is based on prospectus net expense ratio data comparisons between Schwab market-cap index mutual funds (no minimum investment required) and non-Schwab market-

cap index mutual funds in their respective Lipper categories. Schwab operating expense ratios (OERs) and competitor net OERs represent the lowest OERs reported from prospectuses

and Strategic Insight Simfund, as reflected on 07/31/2017. Funds in the same Lipper category may track different indexes, have differences in holdings, and show different performance.

Competitors may offer more than one index mutual fund in a Lipper category, including funds that are not market-cap index mutual funds. Expense ratios and minimums are subject to change.

Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab Funds, and Charles Schwab & Co., Inc. (Schwab), Member SIPC, the distributor for Schwab Funds,

are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products are offered by Schwab,

Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

Wealth Management refers to a number of different products and services offered through various subsidiaries of The Charles Schwab Corporation. See

Schwab.com/wealth.

With Schwab, pay the lowest cost in the industry for market cap index funds with no minimums

Because we believe everyone should pay the same whether you have $5 or $5 million to invest.

Are you getting the lowest costs? If not, call Schwab.

Vanguard

Total Stock Market

Index Fund

Schwab

Total Stock Market

Index Fund

0.03%

Lowest in the industry with no minimums.

0.15%

5x more expensive

than Schwab.

0.035%

With $5M minimum

investment.

$5,000

Investment

$5 million

Investment

Visit

Schwab.com/IndexFunds

to learn more

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