Funds From: SWANX - Schwab Core Equity to swgrx - Schwab Target 2015


  • Holdings: Apple Inc , Pfizer Inc , PepsiCo Inc , Wells Fargo & Co , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , Merck & Co Inc , Citigroup Inc , Wells Fargo & Co , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for swdsx investment picks
  • Holdings: Samsung Electronics Co Ltd , OAO Gazprom ADR , OAO Lukoil ADR , China Mobile Ltd , Petroleo Brasileiro SA Petrobras ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for sfenx investment picks
  • Holdings: BP PLC , Royal Dutch Shell PLC Class A , Total SA , HSBC Holdings PLC , Royal Dutch Shell PLC Class B ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for sfnnx investment picks
  • Holdings: iShares MSCI EAFE Small-Cap , Dixons Carphone PLC , Celesio AG , DCC PLC , Persimmon PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for sfilx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , AT&T Inc , Microsoft Corp , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for sflnx investment picks
  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , ITT Corp , Protective Life Corp , Popular Inc , Dean Foods Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for sfsnx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc , Berkshire Hathaway Inc Class B , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for swffx investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Equity Residential , SL Green Realty Corp , Host Hotels & Resorts Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for swasx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for swgsx investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Amgen Inc , Gilead Sciences Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for swhfx investment picks
  • Holdings: Apple Inc , Kroger Co , Pfizer Inc , Cardinal Health Inc , Electronic Arts Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for swhex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for swiix investment picks
  • Holdings: Total SA , Unilever PLC , Royal Dutch Shell PLC Class B , Sumitomo Mitsui Financial Group Inc , Tokyo Gas Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for sicnx investment picks
  • Holdings: Mini Msci Eafe Dec14 Ifus 20141219 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for swisx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , PepsiCo Inc , Oracle Corporation , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for swlsx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swegx investment picks
  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swbgx investment picks
  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swcgx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International 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 Small Cap Index , Schwab International Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for SWHGX 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
  • 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: 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: Apple Inc , S+p500 Emini Fut Dec14 Xcme 20141219 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swppx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for swbdx investment picks
  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Ultimate Software Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for swssx investment picks
  • Holdings: Take-Two Interactive Software Inc , Molina Healthcare Inc , Dupont Fabros Technology Inc , Symetra Financial Corp , Penn National Gaming Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for swscx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Short-Term Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for swbrx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Short-Term Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for swgrx investment picks
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Funds From: SWANX - Schwab Core Equity to swgrx - Schwab Target 2015
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