THE WALL STREET JOURNAL. Monday, October 21, 2019 |A
&
Plus, get $0 commissions on online stock, ETF,
and options trades
1
with no minimums.Schwab is the only firm with
a Satisfaction Guarantee.
If you’re not happy for any reason, Schwab will refund your
eligible fee and work with you to make things right.
Schwab
Yes No
Fidelity
7-day yields as of 10/16/
Schwab Funds
®
1.77%
Schwab Value Advantage
Money Fund®, SWVXX
(with waivers)1.69%
Fidelity Money
Market Fund, SPRXX$0 Investment Minimum $0 Investment Minimum
Fidelity
At Schwab, you can earn more when
you invest your cash than at Fidelity.
Source iMoneyNet.com as of 10/16/(^1) The standard online $0 commission does not apply to large block transactions requiring special handling, restricted stock transactions, trades placed directly on a foreign exchange, transaction-fee mutual funds, futures, or fixed income investments.
Options trades will be subject to the standard $.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, foreign transaction fees for trades placed on the US OTC market, and
Stock Borrow fees still apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules. Multiple leg options strategies will involve multiple per-contract fees.
Money fund investors should carefully consider information contained in the money fund prospectus, or, if available, the summary prospectus, including investment
objectives, risks, charges, and expenses. You can request a mutual fund prospectus by calling Schwab at 1-800-435-4000. Please read the prospectus carefully
before investing.
You could lose money by investing in the Schwab Value Advantage Money Fund (the Fund). The Fund seeks to preserve the value of your investment at $1.00 per
share, but cannot guarantee it will do so. The Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s
liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not insured or guaranteed by the Federal Deposit
Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect
that the sponsor will provide financial support to the Fund at any time.
Data presented reflects past performance which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an
investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance
quoted. For the most recent 7-day yields, see Schwab.com. Yields subject to change without notice.
The 7-Day Yield is the average income paid out over the previous seven days assuming interest income is not reinvested and it reflects the effect of all applicable waivers. Absent such waivers, the fund’s yield would have been lower.
Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab Funds, and Schwab, Member SIPC, the distributor for Schwab Funds, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. (“Schwab”), Charles Schwab Bank (“Schwab Bank”), or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern within the required
time frames. Schwab reserves the right to change or terminate the guarantee at any time. Go to Schwab.com/satisfaction to learn what’s included and how it works. For more information please see the disclosure brochure for the Participating Services.
The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be
refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time.
From Investor’s Business Daily, January 28, 2019, ©2019 Investor’s Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States.
Wealth Management refers to a number of different products and services offered through various subsidiaries of The Charles Schwab Corporation. See Schwab.com/wealth.
©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (1019-9ELZ) ADP108792-
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