Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| LAUDUS U.S. LARGE CAP GROWTH FUND (LGILX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB INTL CORE EQUITY INSTL (SICNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB TREASURY OBLIG MONEY INV (SNOXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB US TREASURY MONEY INVESTOR (SNSXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB GOVERNMENT MONEY FUND INVESTOR SH (SNVXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB CA TAXFREE BD FD INV CL (SWCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB OPPORTUNISTIC MUNICIPAL BOND FD (SWHYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB CA MUNICIPAL MONEY INV (SWKXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB MUNICIPAL MONEY ULTRA (SWOXX) View Prospectus |
1 | $1,000,000.00 | $0.00 | $1,000,000.00 | $0.00 |
| SCHWAB MUNICIPAL MONEY INV (SWTXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB VALUE ADVANTAGE MONEY FD (SWVXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB AMT TAXFREE MONEY INV (SWWXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SCHWAB NY MUNICIPAL MONEY INV (SWYXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.