MyPlanIQ Major Brokerage Investor Schwab Commission Free ETFs

Schwab Commission Free ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SCHE Schwab Emerging Markets Equity ETF
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend
DIVERSIFIED EMERGING MKTS EELV PowerShares S&P Emerging Markets Low Vol
REAL ESTATE
Global Real Estate RWO SPDR Dow Jones Global Real Estate
REAL ESTATE SCHH Schwab US REIT ETF
INTERNATIONAL EQUITY
Foreign Large Blend CWI SPDR MSCI ACWI (ex-US)
Foreign Large Value DWX SPDR S&P International Dividend
Foreign Large Blend SCHF Schwab International Equity ETF
COMMODITIES
COMMODITIES BROAD BASKET USCI United States Commodity Index
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SCHE Schwab Emerging Markets Equity ETF
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend
DIVERSIFIED EMERGING MKTS EELV PowerShares S&P Emerging Markets Low Vol
DIVERSIFIED EMERGING MKTS EWEM Guggenheim MSCI Emerging Markets Eq Wt
REAL ESTATE
Global Real Estate RWO SPDR Dow Jones Global Real Estate
REAL ESTATE SCHH Schwab US REIT ETF
INTERNATIONAL EQUITY
Foreign Large Blend CWI SPDR MSCI ACWI (ex-US)
Foreign Large Value DWX SPDR S&P International Dividend
Foreign Large Blend SCHF Schwab International Equity ETF
Foreign Large Value IDLV PowerShares S&P Intl Dev Low Volatility
COMMODITIES
COMMODITIES BROAD BASKET USCI United States Commodity Index
US EQUITY
LARGE BLEND RSP Guggenheim S&P 500 Equal Weight
Small Growth SLYG SPDR S&P 600 Small Cap Growth ETF
SMALL VALUE SLYV SPDR S&P 600 Small Cap Value ETF
MID-CAP BLEND SCHM Schwab U.S. Mid-Cap ETF
LARGE GROWTH SCHG Schwab U.S. Large-Cap Growth ETF
LARGE VALUE SCHV Schwab U.S. Large-Cap Value ETF
MID-CAP VALUE MDYV SPDR S&P 400 Mid Cap Value ETF
Mid-Cap Growth MDYG SPDR S&P 400 Mid Cap Growth ETF
LARGE BLEND SCHB Schwab U.S. Broad Market ETF
LARGE BLEND SCHX Schwab U.S. Large-Cap ETF
SMALL BLEND SCHA Schwab U.S. Small-Cap ETF
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility
LARGE BLEND SCHD Schwab U.S. Dividend Equity ETF
FIXED INCOME
Muni National Long TFI SPDR Nuveen Barclays Capital Muni Bond
Muni National Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
WORLD BOND BWZ SPDR Barclays Cap S/T Intl Treasury Bond
WORLD BOND IBND SPDR Barclays Capital Intl Corp Bond
Inflation-Protected Bond SCHP Schwab U.S. TIPS ETF
Bank Loan BKLN PowerShares Senior Loan Port
Intermediate-Term Bond SCHZ Schwab U.S. Aggregate Bond ETF
SHORT GOVERNMENT SCHO Schwab Short-Term U.S. Treasury ETF
Intermediate Government SCHR Schwab Intermediate-Term U.S. Trsy ETF
Total Available Funds: 35
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS SCHE Schwab Emerging Markets Equity ETF 43% 1 60 0 0.11% 3.93%
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend 38% 1 60 0 0.49% 4.42%
DIVERSIFIED EMERGING MKTS EELV PowerShares S&P Emerging Markets Low Vol 36% 1 60 0 0.29% 3.11%
DIVERSIFIED EMERGING MKTS EWEM Guggenheim MSCI Emerging Markets Eq Wt 0% 1 60 0 0.7% 2.86%
REAL ESTATE
Global Real Estate RWO SPDR Dow Jones Global Real Estate 95% 1 60 0 0.5% 3.68%
REAL ESTATE SCHH Schwab US REIT ETF 19% 1 60 0 0.07% 3.3%
INTERNATIONAL EQUITY
Foreign Large Blend CWI SPDR MSCI ACWI (ex-US) 97% 1 60 0 0.3% 2.75%
Foreign Large Value DWX SPDR S&P International Dividend 93% 1 60 0 0.45% 4.23%
Foreign Large Blend SCHF Schwab International Equity ETF 33% 1 60 0 0.06% 3.04%
Foreign Large Value IDLV PowerShares S&P Intl Dev Low Volatility 27% 1 60 0 0.25% 3.59%
COMMODITIES
COMMODITIES BROAD BASKET USCI United States Commodity Index 49% 1 60 0 1.07% 0%
US EQUITY
LARGE BLEND RSP Guggenheim S&P 500 Equal Weight 96% 1 60 0 0.2% 1.58%
Small Growth SLYG SPDR S&P 600 Small Cap Growth ETF 37% 1 60 0 0.15% 1.22%
SMALL VALUE SLYV SPDR S&P 600 Small Cap Value ETF 29% 1 60 0 0.15% 1.77%
MID-CAP BLEND SCHM Schwab U.S. Mid-Cap ETF 26% 1 60 0 0.04% 1.53%
LARGE GROWTH SCHG Schwab U.S. Large-Cap Growth ETF 26% 1 60 0 0.04% 0.44%
LARGE VALUE SCHV Schwab U.S. Large-Cap Value ETF 25% 1 60 0 0.04% 2.44%
MID-CAP VALUE MDYV SPDR S&P 400 Mid Cap Value ETF 25% 1 60 0 0.15% 1.64%
Mid-Cap Growth MDYG SPDR S&P 400 Mid Cap Growth ETF 23% 1 60 0 0.15% 1.12%
LARGE BLEND SCHB Schwab U.S. Broad Market ETF 23% 1 60 0 0.03% 1.42%
LARGE BLEND SCHX Schwab U.S. Large-Cap ETF 23% 1 60 0 0.03% 1.41%
SMALL BLEND SCHA Schwab U.S. Small-Cap ETF 23% 1 60 0 0.04% 1.45%
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility 21% 1 60 0 0.25% 2.44%
LARGE BLEND SCHD Schwab U.S. Dividend Equity ETF 21% 1 60 0 0.06% 3.51%
FIXED INCOME
Muni National Long TFI SPDR Nuveen Barclays Capital Muni Bond 100% 1 60 0 0.23% 2.47%
Muni National Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd 99% 1 60 0 0.2% 1.2%
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond 97% 1 60 0 0.35% 1.72%
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt 94% 1 60 0 0.5% 6.7%
WORLD BOND BWZ SPDR Barclays Cap S/T Intl Treasury Bond 46% 1 60 0 0.35% 1.65%
WORLD BOND IBND SPDR Barclays Capital Intl Corp Bond 43% 1 60 0 0.5% 2.03%
Inflation-Protected Bond SCHP Schwab U.S. TIPS ETF 42% 1 60 0 0.04% 3.01%
Bank Loan BKLN PowerShares Senior Loan Port 40% 1 60 0 0.65% 8.83%
Intermediate-Term Bond SCHZ Schwab U.S. Aggregate Bond ETF 31% 1 60 0 0.03% 3.27%
SHORT GOVERNMENT SCHO Schwab Short-Term U.S. Treasury ETF 17% 1 60 0 0.03% 3.78%
Intermediate Government SCHR Schwab Intermediate-Term U.S. Trsy ETF 16% 1 60 0 0.03% 3.2%
Average Expense Ratio: 0.24%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 2.8% 13.2% 2.9% 4.4% 2.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 2.5% 20.4% 0.3% 4.2% 4.1% 6.0%

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 35 funds. It covers 6 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, Emerging Market Equity, US Equity, REITs and Commodity.
We have removed many volatile narrow based ETFs. 


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