The fund generally invests in a diversified group of other affiliated Schwab and/or Laudus Funds. It invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed income securities (including bonds and fixed income funds), and cash and cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.

Nasdaq

SWOBX

The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds and Laudus Funds. It may also invest in unaffiliated third party mutual funds (referred to herein as unaffiliated funds and, together with Schwab Funds and Laudus Funds, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.

SWORX

SWPPX

SWPRX

SWQRX

The investment seeks as closely as possible, before fees and expenses, the total return of the Bloomberg US Treasury Inflation-Linked Bond Index composed of inflation-protected U.S. Treasury securities. The index includes all publicly-issued TIPS that have at least one year remaining to maturity, are rated investment grade and have $500 million or more of outstanding face value. The fund will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. It may invest up to 10% of its net assets in securities not included in the index.

SWRSX

The Schwab Short-Term Bond Index Fund (SWSBX) aims to closely follow the performance, before expenses and fees, of the Bloomberg US Government/Credit 1-5 Year Index. The index comprises U.S. investment-grade bonds such as U.S. Treasury bonds, government-related bonds, and corporate bonds with maturities ranging between 1-5 years. The index is a benchmark that measures the performance of U.S. dollar-denominated bonds with a maturity of at least one year and less than five years. The fund will invest at least 90% of its net assets in securities that are part of the index.

SWSBX

The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000 Index at the time of purchase by the fund.

SWSCX

The fund typically invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It will generally seek to replicate the Russell 2000 Index performance by giving the same weight to a given stock as the index does. In addition, the fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the performance gap between any index fund and its corresponding index.

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