|
| Bonus Offer | Monthly Fees | Start Date | End Date | Offer Details | |
|---|---|---|---|---|---|
| Schwab - Starter Kit | $50 if you complete $50.00 in deposits within 30 days of account opening. | Apr 30, 2025 | Details | ||
| Schwab - Referral Reward | $300 if you complete $50,000.00 in deposits within 45 days of account opening and maintain that balance for 365 days. | Details |
Managed Investments
| Investment | Expense Ratio | Ticker | Minimum | Type | Category |
|---|---|---|---|---|---|
| Schwab S&P 500 Index | 0.02% | SWPPX | $1.00 | Mutual Fund | IndexLargeCap |
| Schwab US Broad Market | 0.03% | SCHB | $0 | ETF | IndexLargeCap |
| Schwab US Large-Cap | 0.03% | SCHX | $0 | ETF | IndexLargeCap |
| Schwab Total Stock Market Index | 0.03% | SWTSX | $1.00 | Mutual Fund | IndexLargeCap |
Past Bonus Offers
| Bonus Offer | Monthly Fees | Start Date | End Date | Offer Details | |
|---|---|---|---|---|---|
| Schwab - Starter Kit | $101 if you complete $50.00 in deposits within 30 days of account opening. | Apr 29, 2025 | Details | ||
| Schwab - Investor Reward | $200 if you complete $50,000.00 in deposits within 45 days of account opening. | Mar 31, 2024 | Details |
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