Last Updated: February 2016

SCHWAB TAX-DEFERRED ETF PORTFOLIOS

Main ETF Recommendation Page

The Schwab commission-free ETF information can be found here. 

Vanguard Portfolios   Fidelity Portfolios   TD Ameritrade Portfolios

ETF

Symbol Aggressive Moderate Conservative
Schwab Large-Cap SCHX 10% 6% 4%
Schwab U.S. Large-Cap Value SCHV 10% 6% 4%
Schwab U.S. Small-Cap SCHA 10% 6% 4%
SPDR S&P 600 S-C Value SLYV 10% 6% 4%
Schwab U.S. REIT SCHH 10% 6% 4%
Schwab Intl Equity SCHF 10% 6% 4%
SPDR S&P Intl Dividend DWX 10% 6% 4%
Schwab Intl Sm-Cp Equity SCHC 20% 12% 8%
Schwab Emerging Mkt Eq SCHE 5% 3% 2%
SPDR S&P Emerging Markets Small Cap EWX 5% 3% 2%
Schwab S-T U.S. Treasury SCHO 0% 12% 18%
Schwab I-T U.S. Treasury SCHR 0% 20% 30%
Schwab U.S. TIPS SCHP 0% 8% 12%

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