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Schwab ETF OneSource(TM) Expands to Offer Investors Nearly 200 Commission-Free ETFs

SCHW

Schwab announced today that starting on February 1, 2015, it will add 18 more ETFs to Schwab ETF OneSource, the program that offers investors the most commission-free* ETFs anywhere in the industry. Next week, investors will be able to access 198 ETFs covering 64 Morningstar Categories for $0 online trade commissions. Schwab does not have any enrollment requirements or charge early redemption fees for the ETFs in the program – two key differentiators for investors comparing similar commission-free ETF programs.

“Nearly two years and two hundred commission-free ETFs after launching Schwab ETF OneSource, investors are embracing the choice and value it offers,” said Heather Fischer, Vice President of ETF Platform Management at Charles Schwab. “The traction we’ve been able to achieve in a relatively short period speaks volumes about the importance of cost when it comes to selecting an ETF, and we are excited to be able to continue to expand this program to meet investor demand.”

Schwab ETF OneSource has $38 billion in assets under management as of December 31, 2014. Flows into ETFs in the program were over $10 billion in 2014, representing 43 percent of the total ETF flows at Schwab.

Schwab ETF OneSource includes funds from 13 leading providers – ALPS Advisors, Inc., Direxion Investments, ETF Securities, Global X Management Company, LLC, Guggenheim Investments, IndexIQ, PIMCO, PowerShares, ProShares, State Street SPDR®, United States Commodity Funds, WisdomTree and Charles Schwab Investment Management.

The new additions to Schwab ETF OneSource complement the current line-up by providing commission-free access to momentum ETFs, additional single countries ETFs, a Bullish Dollar ETF and non-traditional Bond ETFs, to name a few.

Five current providers – Direxion Investments, PowerShares, ProShares, State Street SPDR® and WisdomTree – are adding the following ETFs to Schwab ETF OneSource:

Fund Name     Ticker     Morningstar Category
Direxion iBillionaire Index ETF     IBLN     Large Blend
PowerShares DWA Developed Markets Momentum Portfolio     PIZ     Foreign Large Growth
PowerShares DWA Emerging Markets Momentum Portfolio     PIE     Diversified Emerging Mkts
PowerShares DWA Momentum Portfolio     PDP     Mid-Cap Growth
PowerShares DWA SmallCap Momentum Portfolio     DWAS     Small Growth
PowerShares FTSE RAFI Asia Pacific ex-Japan Portfolio     PAF     Pacific/Asia ex-Japan Stk
ProShares Investment Grade—Interest Rate Hedged     IGHG     Nontraditional Bond
ProShares Morningstar Alternatives Solution ETF     ALTS     Multialternative
SPDR® BofA Merrill Lynch Crossover Corporate Bond ETF     XOVR     Corporate Bond
SPDR® MSCI Mexico Quality Mix ETF     QMEX     Miscellaneous Region
SPDR® MSCI South Korea Quality Mix ETF     QKOR     Miscellaneous Region
SPDR® MSCI Taiwan Quality Mix     QTWN     Miscellaneous Region
SPDR Russell Small Cap Completeness® ETF     RSCO     Mid-Cap Blend
SPDR® MSCI ACWI Low Carbon Target ETF     LOWC     World Stock
WisdomTree Barclays U.S. Aggregate Bond Zero Duration Fund     AGZD     Nontraditional Bond
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund     HYZD     Nontraditional Bond
WisdomTree Bloomberg U.S. Dollar Bullish Fund     USDU     Multicurrency
WisdomTree Global ex-U.S. Dividend Growth Fund     DNL     Foreign Large Blend

A complete list of Schwab ETF OneSource ETFs is available here.

About Schwab ETF OneSource

Schwab ETF OneSource offers investors and advisors access to the most commission-free ETFs anywhere in the industry. As of December 31, 2014, Schwab ETF OneSource has $38 billion in assets under management. Commission-free online trading is available to individual investors at Schwab, to approximately 7,000 independent investment advisors who use Schwab’s custodial services and through Schwab retirement accounts that permit trading of ETFs.

Schwab offers a range of resources to help clients choose ETFs that fit their investment needs, including the Schwab ETF Select List™, tutorials, education, research and tools available via Schwab’s online ETF center and live events at local Schwab branches.

About Charles Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.

More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube, and LinkedIn.

DISCLOSURES:

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can obtain a prospectus by visiting schwab.com or calling 800-435-4000. Please read the prospectus carefully before investing.

Charles Schwab & Co., Inc. receives remuneration from third-party ETF companies participating in Schwab ETF OneSource for recordkeeping, shareholder services, and other administrative services, including program development and maintenance.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates. Learn more at schwab.com/SchwabETFs.

“ETF Securities” is a registered trademark of ETF Securities Limited. IndexIQ® is a registered trademark of IndexIQ. PowerShares® is a registered trademark of Invesco PowerShares Capital Management LLC (Invesco PowerShares). Invesco PowerShares and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd. “SPDR” is a registered trademark of Standard & Poor's Financial Services LLC (“S&P”) and has been licensed for use by State Street Corporation. No financial product offered by State Street Corporation or its affiliates is sponsored, endorsed, sold or promoted by S&P or its affiliates, and S&P and its affiliates make no representation, warranty or condition regarding the advisability of buying, selling or holding units/shares in such products. USCF® and the United States Commodity Funds® are registered trademarks of United States Commodity Funds LLC Limited Liability Company Delaware. All rights reserved. WisdomTree Investments, Inc., through its subsidiaries in the U.S. and Europe (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York.

Charles Schwab Investment Management, Inc. is the investment advisor for Schwab ETFs and an affiliate of the Charles Schwab Corporation.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab” member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com.

© 2014 Charles Schwab & Co., Inc. Member SIPC.

(0115-0830)

* Conditions Apply: Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker ($25) or by automated phone ($5). An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover (not including Schwab ETFs). Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see Charles Schwab Pricing Guide for additional information.

Charles Schwab
Erin Montgomery, 212-403-9271
Erin.Montgomery@schwab.com