Funds From: Symbol/Ticker: swerx to Symbol/Ticker: swrsx


  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Small-Cap Equity , Laudus International MarketMasters Sel ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for swerx investment picks
  • Holdings: Countrywide PLC , BlackBerry Ltd , Renault SA , CyberAgent Inc , Experian PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swfcx investment picks
  • Holdings: Wells Fargo & Co , Citigroup Inc , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for swffx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for swfrx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Short-Term Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , PIMCO Total Return Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for swgrx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for swgsx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swhcx investment picks
  • Holdings: ConocoPhillips , Occidental Petroleum Corp , Celgene Corp , EOG Resources Inc , Archer-Daniels Midland Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for swhex investment picks
  • Holdings: Johnson & Johnson , Merck & Co Inc , Pfizer Inc , Gilead Sciences Inc , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for swhfx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swhgx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for SWHGX investment picks
  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Total Bond Market , PIMCO Total Return Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for swhrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for swiix investment picks
  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Small-Cap Equity , Laudus International MarketMasters Sel ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for swirx investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Sep14 Ifus 20140919 , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for swisx investment picks
  • Holdings: Schwab Dividend Equity , Schwab Total Bond Market , Schwab Intermediate-Term Bond , Laudus International MarketMasters Sel , Schwab Global Real Estate ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for swjrx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Intermediate-Term Bond , Schwab Dividend Equity , Laudus International MarketMasters Sel , Schwab Global Real Estate ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for swkrx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for swlbx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Intermediate-Term Bond , Schwab Dividend Equity , Laudus International MarketMasters Sel , Schwab Global Real Estate ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for swlrx investment picks
  • Holdings: Apple Inc , Oracle Corporation , PepsiCo Inc , Microsoft Corp , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for swlsx investment picks
  • Holdings: Mini Msci Eafe Sep14 Ifus 20140919 , Credit Suisse Group , Intesa Sanpaolo , BNP Paribas , Lloyds Banking Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for swmix investment picks
  • Holdings: iShares Russell Mid-Cap , Russell 2000 Mini Sep14 Imeq 20140919 , Bellatrix Exploration Ltd , Approach Resources Inc , Belden Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for swmsx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for swntx investment picks
  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for swobx investment picks
  • Holdings: Mini Msci Eafe Sep14 Ifus 20140919 , Credit Suisse Group , Intesa Sanpaolo , BNP Paribas , Lloyds Banking Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for swoix investment picks
  • Holdings: iShares Russell Mid-Cap , Russell 2000 Mini Sep14 Imeq 20140919 , Bellatrix Exploration Ltd , Approach Resources Inc , Belden Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for swosx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Sep14 Xcme 20140919 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swppx investment picks
  • Holdings: Countrywide PLC , BlackBerry Ltd , Renault SA , CyberAgent Inc , Experian PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swrlx investment picks
  • Holdings: Countrywide PLC , BlackBerry Ltd , Renault SA , CyberAgent Inc , Experian PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for swrlx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for swrsx investment picks
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Funds From: Symbol/Ticker: swerx to Symbol/Ticker: swrsx
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