0001104659-22-045924.txt : 20220414 0001104659-22-045924.hdr.sgml : 20220414 20220414140956 ACCESSION NUMBER: 0001104659-22-045924 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHARLES SCHWAB FAMILY OF FUNDS CENTRAL INDEX KEY: 0000857156 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-05954 FILM NUMBER: 22826809 BUSINESS ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 1-415-667-7000 MAIL ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER COMPANY: FORMER CONFORMED NAME: SCHWAB CHARLES FAMILY OF FUNDS DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCHWAB CAPITAL TRUST CENTRAL INDEX KEY: 0000904333 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-07704 FILM NUMBER: 22826810 BUSINESS ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 1-415-667-7000 MAIL ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCHWAB INVESTMENTS CENTRAL INDEX KEY: 0000869365 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-06200 FILM NUMBER: 22826811 BUSINESS ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 1-415-667-7000 MAIL ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 0000857156 S000004500 Schwab AMT Tax-Free Money Fund C000039063 Investor Shares SWWXX C000219263 Ultra Shares SCTXX 0000857156 S000004506 Schwab Government Money Fund C000012381 Sweep Shares SWGXX C000151955 Investor Shares SNVXX C000222229 Ultra Shares SGUXX 0000857156 S000004507 Schwab U.S. Treasury Money Fund C000198373 Investor Shares SNSXX C000222230 Ultra Shares SUTXX 0000857156 S000004508 Schwab Value Advantage Money Fund C000012383 Investor Shares SWVXX C000038267 Ultra Shares SNAXX 0000857156 S000004511 Schwab Municipal Money Fund C000012389 Investor Shares SWTXX C000012391 Ultra Shares SWOXX 0000857156 S000004512 Schwab California Municipal Money Fund C000012393 Investor Shares SWKXX C000219264 Ultra Shares SCAXX 0000857156 S000004513 Schwab New York Municipal Money Fund C000012395 Investor Shares SWYXX C000219265 Ultra Shares SNYXX 0000857156 S000036659 Schwab Treasury Obligations Money Fund C000112046 Investor Shares SNOXX C000222231 Ultra Shares SCOXX 0000857156 S000052458 Schwab Variable Share Price Money Fund C000164902 Ultra Shares SVUXX 0000857156 S000053802 Schwab Retirement Government Money Fund C000169257 Schwab Retirement Government Money Fund SNRXX 0000869365 S000006807 Schwab 1000 Index Fund C000018433 Schwab 1000 Index Fund SNXFX 0000869365 S000006815 Schwab Tax-Free Bond Fund C000018447 Schwab Tax-Free Bond Fund SWNTX 0000869365 S000006818 Schwab California Tax-Free Bond Fund C000018451 Schwab California Tax-Free Bond Fund SWCAX 0000869365 S000006819 Schwab Treasury Inflation Protected Securities Index Fund C000018453 Schwab Treasury Inflation Protected Securities Index Fund SWRSX 0000869365 S000015878 Schwab Global Real Estate Fund C000043612 Schwab Global Real Estate Fund SWASX 0000869365 S000056207 Schwab U.S. Aggregate Bond Index Fund C000176960 Schwab U.S. Aggregate Bond Index Fund SWAGX 0000869365 S000056208 Schwab Short-Term Bond Index Fund C000176961 Schwab Short-Term Bond Index Fund SWSBX 0000869365 S000068892 Schwab Opportunistic Municipal Bond Fund C000220131 Schwab Opportunistic Municipal Bond Fund SWHYX 0000904333 S000005513 Schwab Large-Cap Growth Fund C000015012 Schwab Large-Cap Growth Fund SWLSX 0000904333 S000005514 Schwab Core Equity Fund C000015013 Schwab Core Equity Fund SWANX 0000904333 S000005515 Schwab Dividend Equity Fund C000015015 Schwab Dividend Equity Fund SWDSX 0000904333 S000005516 Schwab Small-Cap Equity Fund C000015017 Schwab Small-Cap Equity Fund SWSCX 0000904333 S000005519 Schwab Health Care Fund C000015021 Schwab Health Care Fund SWHFX 0000904333 S000005521 Schwab Target 2010 Fund C000015023 Schwab Target 2010 Fund SWBRX 0000904333 S000005522 Schwab Target 2020 Fund C000015024 Schwab Target 2020 Fund SWCRX 0000904333 S000005523 Schwab Target 2030 Fund C000015025 Schwab Target 2030 Fund SWDRX 0000904333 S000005524 Schwab Target 2040 Fund C000015026 Schwab Target 2040 Fund SWERX 0000904333 S000005911 Schwab S&P 500 Index Fund C000016166 Schwab S&P 500 Index Fund SWPPX 0000904333 S000005912 Schwab Small-Cap Index Fund C000016169 Schwab Small-Cap Index Fund SWSSX 0000904333 S000005913 Schwab Total Stock Market Index Fund C000016171 Schwab Total Stock Market Index Fund SWTSX 0000904333 S000005914 Schwab International Index Fund C000016173 Schwab International Index Fund SWISX 0000904333 S000005916 Schwab MarketTrack All Equity Portfolio C000016175 Schwab MarketTrack All Equity Portfolio SWEGX 0000904333 S000005917 Schwab MarketTrack Growth Portfolio C000016177 Schwab MarketTrack Growth Portfolio SWHGX 0000904333 S000005918 Schwab MarketTrack Balanced Portfolio C000016178 Schwab MarketTrack Balanced Portfolio SWBGX 0000904333 S000005919 Schwab MarketTrack Conservative Portfolio C000016180 Schwab MarketTrack Conservative Portfolio SWCGX 0000904333 S000006549 Schwab Balanced Fund C000017885 Schwab Balanced Fund SWOBX 0000904333 S000006551 Schwab International Opportunities Fund C000017890 Schwab International Opportunities Fund SWMIX 0000904333 S000016766 Schwab Fundamental US Large Company Index Fund C000046821 Schwab Fundamental US Large Company Index Fund SFLNX 0000904333 S000016767 Schwab Fundamental US Small Company Index Fund C000046824 Schwab Fundamental US Small Company Index Fund SFSNX 0000904333 S000016768 Schwab Fundamental International Large Company Index Fund C000046827 Schwab Fundamental International Large Company Index Fund SFNNX 0000904333 S000019900 Schwab Fundamental Emerging Markets Large Company Index Fund C000055852 Schwab Fundamental Emerging Markets Large Company Index Fund SFENX 0000904333 S000019901 Schwab Fundamental International Small Company Index Fund C000055855 Schwab Fundamental International Small Company Index Fund SFILX 0000904333 S000020935 Schwab Target 2015 Fund C000059131 Schwab Target 2015 Fund SWGRX 0000904333 S000020936 Schwab Target 2025 Fund C000059132 Schwab Target 2025 Fund SWHRX 0000904333 S000020937 Schwab Target 2035 Fund C000059133 Schwab Target 2035 Fund SWIRX 0000904333 S000021072 Schwab Monthly Income Fund - Moderate Payout C000059932 Schwab Monthly Income Fund - Moderate Payout SWJRX 0000904333 S000021073 Schwab Monthly Income Fund - Enhanced Payout C000059933 Schwab Monthly Income Fund - Enhanced Payout SWKRX 0000904333 S000021074 Schwab Monthly Income Fund - Maximum Payout C000059934 Schwab Monthly Income Fund - Maximum Payout SWLRX 0000904333 S000022039 Schwab International Core Equity Fund C000063316 Schwab International Core Equity Fund SICNX 0000904333 S000039605 Schwab Target 2045 Fund C000122183 Schwab Target 2045 Fund SWMRX 0000904333 S000039606 Schwab Target 2050 Fund C000122184 Schwab Target 2050 Fund SWNRX 0000904333 S000039607 Schwab Target 2055 Fund C000122185 Schwab Target 2055 Fund SWORX 0000904333 S000046499 Schwab Fundamental Global Real Estate Index Fund C000145193 Schwab Fundamental Global Real Estate Index Fund SFREX 0000904333 S000054918 Schwab Target 2060 Fund C000172771 Schwab Target 2060 Fund SWPRX 0000904333 S000054919 Schwab Target 2050 Index Fund C000172773 Schwab Target 2050 Index Fund SWYMX 0000904333 S000054920 Schwab Target 2055 Index Fund C000172775 Schwab Target 2055 Index Fund SWYJX 0000904333 S000054921 Schwab Target 2060 Index Fund C000172777 Schwab Target 2060 Index Fund SWYNX 0000904333 S000054922 Schwab Target 2010 Index Fund C000172779 Schwab Target 2010 Index Fund SWYAX 0000904333 S000054923 Schwab Target 2015 Index Fund C000172781 Schwab Target 2015 Index Fund SWYBX 0000904333 S000054924 Schwab Target 2020 Index Fund C000172783 Schwab Target 2020 Index Fund SWYLX 0000904333 S000054925 Schwab Target 2025 Index Fund C000172785 Schwab Target 2025 Index Fund SWYDX 0000904333 S000054926 Schwab Target 2030 Index Fund C000172787 Schwab Target 2030 Index Fund SWYEX 0000904333 S000054927 Schwab Target 2035 Index Fund C000172789 Schwab Target 2035 Index Fund SWYFX 0000904333 S000054928 Schwab Target 2040 Index Fund C000172791 Schwab Target 2040 Index Fund SWYGX 0000904333 S000054929 Schwab Target 2045 Index Fund C000172793 Schwab Target 2045 Index Fund SWYHX 0000904333 S000059731 Schwab U.S. Large-Cap Growth Index Fund C000195502 Schwab U.S. Large-Cap Growth Index Fund SWLGX 0000904333 S000059732 Schwab U.S. Large-Cap Value Index Fund C000195503 Schwab U.S. Large-Cap Value Index Fund SWLVX 0000904333 S000059733 Schwab U.S. Mid-Cap Index Fund C000195504 Schwab U.S. Mid-Cap Index Fund SWMCX 0000904333 S000071107 Schwab Target 2065 Fund C000225748 Schwab Target 2065 Fund SWQRX 0000904333 S000071108 Schwab Target 2065 Index Fund C000225749 Schwab Target 2065 Index Fund SWYOX DEFA14A 1 tm228794d4_defa14a.htm DEFA14A

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

SCHEDULE 14A

 

Proxy Statement Pursuant to Section 14(a) of

the Securities Exchange Act of 1934 (Amendment No.    )

 

Filed by the Registrant x

 

Filed by a Party other than the Registrant ¨

 

Check the appropriate box: 

¨Preliminary Proxy Statement
¨Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))
¨Definitive Proxy Statement
xDefinitive Additional Materials
¨Soliciting Material Pursuant to §240.14a-12

 

 

The Charles Schwab Family of Funds

Schwab Investments

Schwab Capital Trust

 

(Name of Registrant as Specified In Its Charter)

 

 

 

(Name of Person(s) Filing Proxy Statement, if Other Than the Registrant)

 

 

Payment of Filing Fee (Check the appropriate box):

 

xNo fee required.

¨Fee paid previously with preliminary materials.

 

¨Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a6(i)(1) and 0-11

 

 

 

 

 

 

 

 

April 2022

 

 

URGENT

 

 

Re: Your investment in:

The Charles Schwab Family of Funds

Schwab Investments

Schwab Capital Trust

 

 

Dear Shareholder,

 

Broadridge Financial Solutions has been engaged by The Charles Schwab Family of Funds, Schwab Investments and Schwab Capital Trust (the “Schwab Trusts”) to contact you regarding an important matter pertaining to your investment in one or more funds in the Schwab Trusts.

 

Our previous attempts to contact you have been unsuccessful. Accordingly, please contact us immediately at 1-855-976-3331 Monday through Friday between the hours of 9:00am to 10:00pm Eastern Time.

 

This matter is very important and will take only a moment of your time.

 

Thank you in advance for your assistance with this matter.

 

 

Sincerely,

 

 

Michael Collins

Vice President and General Manager

 

 

 

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