Cryptocurrency Investment Types | Charles Schwab
Exchange-traded funds (ETFs) and mutual funds are available that provide exposure to spot cryptocurrency, cryptocurrency futures contracts, and companies ...
prospectus
Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000 . Please read the <anchor>prospectus</anchor> carefully before investing.
Investor Information for ETFs | Charles Schwab
Investor Information for ETFs \| Charles Schwab

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- [ETF Overview](/etfs)
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  - [**Types of ETFs**](javascript:void(0))    - [Types of ETFs](/etfs/types)
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# Investor Information

Want to learn more about one of our Schwab ETFs™? Get detailed information about fees and expenses, risk, investment strategies, and investment policies.

## Look below for prospectuses, fund performance, and portfolio holdings on each Schwab ETF.

### Look below for prospectuses, fund performance, and portfolio holdings on each Schwab ETF.

See [2023 Schwab Equity ETFs Distributions Schedule](https://schwab.bynder.com/m/15dbdbecf7339e7f/ "")

[2023 Schwab Fixed Income ETFs Distributions Schedule](https://www.schwabassetmanagement.com/resource/schwab-fixed-income-etfs-distribution-schedule-2022)

## Want to learn more?

Explore our [Understanding ETFs](https://www.schwab.com/etfs/understand-etfs "Understanding ETFs") section for all the information you need to make solid ETF investment decisions.

- [ETF vs. Mutual Funds](https://www.schwab.com/etfs/mutual-funds-vs-etfs)
- [ETF benefits & considerations](https://www.schwab.com/etfs/benefits)
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- [Types of ETFs](https://www.schwab.com/etfs/types)

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Are you an investment professional? [Learn more about Schwab ETFs](https://www.schwabassetmanagement.com/etf-solution "Learn more about Schwab ETFs")


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**Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a**[**prospectus**](https://www.schwabassetmanagement.com/prospectus)**by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.**

**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 of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV).**

Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc. (CSIM), the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO.

The Schwab Ariel ESG ETF is an active semi-transparent (also known as a non-transparent ETF) and has additional risks associated with it. These risks are discussed in the next four paragraphs.

Active Semi-transparent (also known as non-transparent) ETFs operate differently from other exchange-traded funds (ETFs). Unlike other ETFs, an active semi-transparent (also known as non-transparent) ETF does not publicly disclose its entire portfolio composition each business day, which may affect the price at which shares of the ETF trade in the secondary market. Active semi-transparent ETFs (also known as non-transparent) have limited public trading history. There can be no assurance that an active trading market will develop, be maintained or operate as intended. There is a risk that the market price of an active semi-transparent (also known as non-transparent) ETF may vary significantly from the ETFs net asset value and that its shares may trade at a wider bid/ask spread and, therefore, cost investors more to trade than shares of other ETFs. These risks are heightened during periods of market disruption or volatility. To find out more about active semi-transparent (also known as non-transparent) ETFs, please read Active Semi-transparent ETFs: What you need to know: SCFR article.

Proxy Portfolio Risk: Unlike traditional ETFs, this fund does not disclose its portfolio holdings (Actual Portfolio) daily. The fund instead posts a Proxy Portfolio on its website each day. The Proxy Portfolio is designed to reflect the economic exposures and risk characteristics of the fund's actual holdings on each trading day, but it is not the same as the fund's Actual Portfolio. Although the Proxy Portfolio is intended to provide investors with enough information to allow for an effective arbitrage mechanism that will keep the market price of the Fund at or close to the underlying NAV per Share of the Fund, there is a risk (which may increase during periods of market disruption or volatility) that market prices will vary significantly from the underlying NAV of the fund. ETF trading on the basis of a published Proxy Portfolio may trade at a wider bid/ask spread than ETFs that publish their portfolios on a daily basis, especially during periods of market disruption or volatility, and therefore may cost investors more to trade. Also, while the Fund seeks to benefit from keeping its portfolio information secret, market participants may attempt to use the Proxy Portfolio to identify a Fund's trading strategy, which if successful, could result in such market participants engaging in certain predatory trading practices that may have the potential to harm the Fund and its shareholders.

Proxy Portfolio Construction – The Proxy Portfolio is designed to recreate the daily performance of the Actual Portfolio. This is achieved by performing a “Factor Model” analysis of the Actual Portfolio. The Factor Model is comprised of three sets of factors or analytical metrics: market-based factors, fundamental factors, and industry/sector factors. The fund uses a “Model Universe” to generate its Proxy Portfolio. The Model Universe is comprised of securities that the fund can purchase and will be a financial index or stated portfolio of securities from which fund investments will be selected. The results of the Factor Model analysis are then applied to the Model Universe. The Proxy Portfolio is then generated as a result of this Model Universe analysis with the Proxy Portfolio being a small sub-set of the Model Universe. The Factor Model is applied to both the Actual Portfolio and the Model Universe to construct the fund’s Proxy Portfolio that performs in a manner substantially identical to the performance of its Actual Portfolio.

The Proxy Portfolio will only include investments the fund is permitted to hold. The fund’s SAI contains more information on the Proxy Portfolio and its construction. Proxy Portfolio and Proxy Overlap Information regarding the contents of the Proxy Portfolio, and the percentage weight overlap between the holdings of the Proxy Portfolio and a Fund’s Actual Portfolio holdings that formed the basis for its calculation of NAV at the end of the prior Business Day (the Portfolio Overlap), is available by visiting the fund’s website www.schwabassetmanagement.com

Because environmental, social and governance (ESG) strategies exclude some securities, ESG-focused products may not be able to take advantage of the same opportunities or market trends as products that do not use such strategies. Additionally, the criteria used to select companies for investment may result in investing in securities, industries or sectors that underperform the market as a whole.

Value investing attempts to identify undervalued companies with characteristics for improved valuations. Securities that exhibit value characteristics tend to perform differently and shift in and out of favor with investors depending on changes in market and economic conditions. As a result, the fund’s performance may at times fall behind the performance of other funds that invest more broadly or in securities that exhibit different characteristics.

For additional information about the indices and terms shown, please visit www.schwabassetmanagement.com/glossary

Small cap funds are subject to greater volatility than those in other asset categories.

Because environmental, social and governance (ESG) strategies exclude some securities, ESG-focused products may not be able to take advantage of the same opportunities or market trends as products that do not use such strategies. Additionally, the criteria used to select companies for investment may result in investing in securities, industries or sectors that underperform the market as a whole.

Value investing attempts to identify undervalued companies with characteristics for improved valuations. Securities that exhibit value characteristics.



(1223-3B9G)



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