Charles Schwab ETFs Tax Rates
Charles Schwab is one of the country's largest asset managers with total AUM of more than $200 billion (as of September 2009). In November 2009, Schwab launched a line of ETFs that trade commission-free for clients in Schwab accounts.
Charles Schwab Quick Facts
- Headquarters: San Francisco, CA
- U.S. Listed ETFs: 15
- Expense Ratio Range: 0.06% - 0.35%
- Avg. Expense Ratio: 0.14%
- Charles Schwab maintains ETFs in the following ETFdb Categories: All Cap Equities, Emerging Markets Equities, Foreign Large Cap Equities, Foreign Small & Mid Cap Equities, Government Bonds, Inflation-Protected Bonds, Large Cap Blend Equities, Large Cap Growth Equities, Large Cap Value Equities, Mid Cap Blend Equities, Real Estate, Small Cap Blend Equities, Total Bond Market
Charles Schwab ETFs Tax Rates
The following table presents sortable tax data for all Charles Schwab ETFs. To see information on dividends, expenses, or technicals, click on one of the other tabs below.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| SCHB | U.S. Broad Market ETF | 35% | 15% | 1099 |
| SCHX | U.S. Large-Cap ETF | 35% | 15% | 1099 |
| SCHF | International Equity ETF | 35% | 15% | 1099 |
| SCHA | U.S. Small-Cap ETF | 35% | 15% | 1099 |
| SCHE | Emerging Markets Equity ETF | 35% | 15% | 1099 |
| SCHP | U.S. TIPS ETF | 35% | 15% | 1099 |
| SCHG | U.S. Large-Cap Growth ETF | 35% | 15% | 1099 |
| SCHD | US Dividend Equity ETF | 35% | 15% | 1099 |
| SCHH | U.S. REIT ETF | 35% | 15% | 1099 |
| SCHV | U.S. Large-Cap Value ETF | 35% | 15% | 1099 |
| SCHZ | U.S. Aggregate Bond ETF | 35% | 15% | 1099 |
| SCHO | Short-Term U.S. Treasury ETF | 35% | 15% | 1099 |
| SCHM | U.S. Mid-Cap ETF | 35% | 15% | 1099 |
| SCHR | Intermediate-Term U.S. Treasury ETF | 35% | 15% | 1099 |
| SCHC | International Small-Cap Equity ETF | 35% | 15% | 1099 |
Charles Schwab and Charles Schwab ETFs in the News
- 101 ETF Lessons Every Financial Advisor Should Learn (May 23, 2012)
- 5 Simple ETF Trading Tips (May 03, 2012)
- This Week In ETFs: April 29th Edition (April 29, 2012)
- ETFs That Should Be Commission Free But Aren’t (March 30, 2012)
- ETF Insider: Did Wall Street Forget About Greece? (March 05, 2012)
- 9 Things Investors Need To Know About The PIMCO Total Return ETF (March 01, 2012)
- Tax Efficiency Report Card (January 10, 2012)
- Ten New Year’s Resolutions For ETF Investors (January 02, 2012)
- Top 10 Noteworthy ETF Trends Of 2011 (December 26, 2011)
- The 18 Most Successful New ETFs Of 2011 (December 24, 2011)
