1. If shared, list the names of other funds that may use
the line of credit.
Shared Credit Users Record:
1 |
Name of fund | Schwab MarketTrack Balanced Portfolio |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
2 |
Name of fund | Schwab Treasury Obligations Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
3 |
Name of fund | Schwab U.S. Large-Cap Value ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
4 |
Name of fund | Schwab Target 2040 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
5 |
Name of fund | Schwab MarketTrack Conservative Portfolio |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
6 |
Name of fund | Schwab California Tax-Free Bond Fund |
SEC File number(
e.g., 811-
)
| 811-06200 |
Shared Credit Users Record:
7 |
Name of fund | Schwab Target 2050 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
8 |
Name of fund | Schwab Tax-Free Bond Fund |
SEC File number(
e.g., 811-
)
| 811-06200 |
Shared Credit Users Record:
9 |
Name of fund | Schwab Fundamental Emerging Markets Large Company Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
10 |
Name of fund | Schwab Fundamental U.S. Small Company Index ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
11 |
Name of fund | Schwab Target 2035 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
12 |
Name of fund | Schwab Fundamental US Small Company Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
13 |
Name of fund | Schwab U.S. Broad Market ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
14 |
Name of fund | Schwab International Dividend Equity ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
15 |
Name of fund | Schwab Target 2035 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
16 |
Name of fund | Schwab MarketTrack Growth Portfolio |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
17 |
Name of fund | Schwab New York Municipal Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
18 |
Name of fund | Schwab U.S. Large-Cap Value Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
19 |
Name of fund | Schwab Short-Term Bond Index Fund |
SEC File number(
e.g., 811-
)
| 811-06200 |
Shared Credit Users Record:
20 |
Name of fund | Schwab U.S. Dividend Equity ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
21 |
Name of fund | Schwab U.S. Treasury Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
22 |
Name of fund | Schwab Target 2050 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
23 |
Name of fund | Schwab Government Money Market Portfolio |
SEC File number(
e.g., 811-
)
| 811-08314 |
Shared Credit Users Record:
24 |
Name of fund | Schwab International Equity ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
25 |
Name of fund | Schwab Fundamental Global Real Estate Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
26 |
Name of fund | Schwab MarketTrack All Equity Portfolio |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
27 |
Name of fund | Schwab International Opportunities Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
28 |
Name of fund | Schwab Government Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
29 |
Name of fund | Schwab U.S. REIT ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
30 |
Name of fund | Schwab Target 2065 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
31 |
Name of fund | Schwab 1000 Index Fund |
SEC File number(
e.g., 811-
)
| 811-06200 |
Shared Credit Users Record:
32 |
Name of fund | Schwab California Municipal Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
33 |
Name of fund | Schwab Crypto Thematic ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
34 |
Name of fund | Schwab U.S. Large-Cap Growth ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
35 |
Name of fund | Schwab S&P 500 Index Portfolio |
SEC File number(
e.g., 811-
)
| 811-08314 |
Shared Credit Users Record:
36 |
Name of fund | Schwab Target 2015 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
37 |
Name of fund | Schwab Select Large Cap Growth Fund |
SEC File number(
e.g., 811-
)
| 811-05547 |
Shared Credit Users Record:
38 |
Name of fund | Schwab Monthly Income Fund - Flexible Payout |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
39 |
Name of fund | Schwab U.S. Aggregate Bond ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
40 |
Name of fund | Schwab Small-Cap Equity Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
41 |
Name of fund | Schwab Fundamental International Large Company Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
42 |
Name of fund | Schwab Target 2030 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
43 |
Name of fund | Schwab U.S. Mid-Cap ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
44 |
Name of fund | Schwab Target 2060 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
45 |
Name of fund | Schwab Fundamental International Small Company Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
46 |
Name of fund | Schwab Global Real Estate Fund |
SEC File number(
e.g., 811-
)
| 811-06200 |
Shared Credit Users Record:
47 |
Name of fund | Schwab Target 2040 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
48 |
Name of fund | Schwab Target 2060 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
49 |
Name of fund | Schwab Total Stock Market Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
50 |
Name of fund | Schwab Core Equity Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
51 |
Name of fund | Schwab Variable Share Price Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
52 |
Name of fund | Schwab 5-10 Year Corporate Bond ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
53 |
Name of fund | Schwab Fundamental U.S. Broad Market Index ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
54 |
Name of fund | Schwab U.S. Aggregate Bond Index Fund |
SEC File number(
e.g., 811-
)
| 811-06200 |
Shared Credit Users Record:
55 |
Name of fund | Schwab Target 2020 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
56 |
Name of fund | Schwab AMT Tax-Free Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
57 |
Name of fund | Schwab Monthly Income Fund - Target Payout |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
58 |
Name of fund | Schwab Fundamental US Large Company Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
59 |
Name of fund | Schwab Health Care Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
60 |
Name of fund | Schwab International Small-Cap Equity ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
61 |
Name of fund | Schwab Target 2055 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
62 |
Name of fund | Schwab Fundamental U.S. Large Company Index ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
63 |
Name of fund | Schwab International Core Equity Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
64 |
Name of fund | Schwab Municipal Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
65 |
Name of fund | Schwab Large-Cap Growth Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
66 |
Name of fund | Schwab Monthly Income Fund - Income Payout |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
67 |
Name of fund | Schwab Target 2065 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
68 |
Name of fund | Schwab Fundamental Emerging Markets Large Company Index ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
69 |
Name of fund | Schwab International Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
70 |
Name of fund | Schwab Fundamental International Large Company Index ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
71 |
Name of fund | Schwab 1-5 Year Corporate Bond ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
72 |
Name of fund | Schwab Target 2025 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
73 |
Name of fund | Schwab Small-Cap Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
74 |
Name of fund | Schwab 1000 Index ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
75 |
Name of fund | Schwab Target 2045 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
76 |
Name of fund | Schwab Fundamental International Small Company Index ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
77 |
Name of fund | Schwab Balanced Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
78 |
Name of fund | Schwab Retirement Government Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
79 |
Name of fund | Schwab U.S. Large-Cap ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
80 |
Name of fund | Schwab Value Advantage Money Fund |
SEC File number(
e.g., 811-
)
| 811-05954 |
Shared Credit Users Record:
81 |
Name of fund | Schwab Target 2015 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
82 |
Name of fund | Schwab Dividend Equity Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
83 |
Name of fund | Schwab VIT Balanced with Growth Portfolio |
SEC File number(
e.g., 811-
)
| 811-08314 |
Shared Credit Users Record:
84 |
Name of fund | Schwab Intermediate-Term U.S. Treasury ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
85 |
Name of fund | Schwab Municipal Bond ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
86 |
Name of fund | Schwab Target 2030 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
87 |
Name of fund | Schwab Opportunistic Municipal Bond Fund |
SEC File number(
e.g., 811-
)
| 811-06200 |
Shared Credit Users Record:
88 |
Name of fund | Schwab U.S. Small-Cap ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
89 |
Name of fund | Schwab Target 2010 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
90 |
Name of fund | Schwab Target 2055 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
91 |
Name of fund | Schwab Target 2010 Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
92 |
Name of fund | Schwab Target 2020 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
93 |
Name of fund | Schwab U.S. Large-Cap Growth Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
94 |
Name of fund | Schwab U.S. Mid-Cap Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
95 |
Name of fund | Schwab Treasury Inflation Protected Securities Index Fund |
SEC File number(
e.g., 811-
)
| 811-06200 |
Shared Credit Users Record:
96 |
Name of fund | Schwab S&P 500 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
97 |
Name of fund | Schwab Ariel ESG ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
98 |
Name of fund | Schwab Short-Term U.S. Treasury ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
99 |
Name of fund | Schwab VIT Growth Portfolio |
SEC File number(
e.g., 811-
)
| 811-08314 |
Shared Credit Users Record:
100 |
Name of fund | Schwab Target 2025 Index Fund |
SEC File number(
e.g., 811-
)
| 811-07704 |
Shared Credit Users Record:
101 |
Name of fund | Schwab U.S. TIPS ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
102 |
Name of fund | Schwab Long-Term U.S. Treasury ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
103 |
Name of fund | Schwab Emerging Markets Equity ETF |
SEC File number(
e.g., 811-
)
| 811-22311 |
Shared Credit Users Record:
104 |
Name of fund | Schwab VIT Balanced Portfolio |
SEC File number(
e.g., 811-
)
| 811-08314 |