Schwab ETF Onesource™ Welcomes OppenheimerFunds to Commission-Free ETF Program
Assets in Largest Commission-Free ETF Program Grew by 34% in 2016
Beginning today, four of the Oppenheimer Revenue Weighted ETF strategies are available to Schwab clients with
“Schwab ETF OneSource is growing in every way – we’ve added to both our provider and fund ranks in the last year, and continue to offer investors of all sizes the most choice when it comes to commission-free ETFs,” said
The new funds that are available effective today include:
Fund |
Ticker |
Morningstar Category |
||||
Deutsche X-trackers FTSE Developed Ex US Comprehensive Factor ETF | DEEF | Foreign Large Blend | ||||
Deutsche X-trackers Russell 1000 Comprehensive Factor ETF | DEUS | Mid-Cap Blend | ||||
Guggenheim BulletShares 2024 High Yield Corp Bond ETF | BSJO | High Yield Bond | ||||
Guggenheim BulletShares 2026 Corp Bond ETF | BSCQ | Corporate Bond | ||||
JPMorgan Diversified Return US Mid Cap Equity ETF | JPME | Mid-Cap Blend | ||||
Oppenheimer Large Cap Revenue ETF | RWL | Large Value | ||||
Oppenheimer Mid Cap Revenue ETF | RWK | Mid-Cap Value | ||||
Oppenheimer Small Cap Revenue ETF | RWJ | Small Blend | ||||
Oppenheimer Ultra Dividend Revenue ETF | RDIV | Large Value | ||||
SPDR® MSCI EAFE StrategicFactors ETF | QEFA | Foreign Large Blend | ||||
SPDR S&P® North American Natural Resources ETF | NANR | Natural Resources | ||||
WisdomTree CBOE S&P 500 Put Write Strategy ETF | PUTW | Option Writing | ||||
Schwab ETF OneSource Assets Grew by 34% in 20162
Assets in Schwab ETF OneSource reached
Notable additions to the program in 2016 range from welcoming two new providers – John Hancock Investments and Deutsche Asset Management – to strengthening the line-up of socially conscious funds with the addition of SPDR® SSGA Gender Diversity ETF (SHE).
“In 2016 we expanded our product offering to meet ETF investor demands, including adding several new Morningstar categories,” said Fischer. “We continue to broaden investor access across several high-demand categories such as socially conscious funds, strategic beta funds, bond ETFs and currency-hedged products.”
The following funds were added to Schwab ETF OneSource since
Effective |
||||||
Fund |
Ticker | Morningstar Category | ||||
IQ Enhanced Core Bond US ETF | AGGE | Intermediate-Term Bond | ||||
IQ Enhanced Core Plus Bond US ETF | AGGP | Intermediate-Term Bond | ||||
|
JHMS | Consumer Defensive | ||||
John Hancock Multifactor Energy ETF | JHME | Equity Energy | ||||
John Hancock Multifactor Industrials ETF | JHMI | Industrials | ||||
John Hancock Multifactor Materials ETF | JHMA | Natural Resources | ||||
John Hancock Multifactor Utilities ETF | JHMU | Utilities | ||||
SPDR® Dorsey Wright Fixed Income Allocation ETF | DWFI | Long-Term Bond | ||||
SPDR® |
QUS | Large Blend | ||||
SPDR® S&P 500 High Dividend ETF | SPYD | Large Value | ||||
SPDR® Wells Fargo Preferred Stock ETF | PSK | Preferred Stock | ||||
Effective |
||||||
Fund |
Ticker | Morningstar Category | ||||
JPMorgan Diversified Return International Currency Hedged ETF | JPIH | Foreign Large Blend | ||||
SPDR® SSGA Gender Diversity ETF | SHE | Large Blend | ||||
WisdomTree Barclays US Aggregate Bond Enhanced Yield ETF | AGGY | Intermediate-Term Bond | ||||
WisdomTree Dynamic Currency Hedged International Equity ETF | DDWM | Foreign Large Value | ||||
WisdomTree Dynamic Long/Short US Equity ETF | DYLS | Long-Short Equity | ||||
Effective |
||||||
Fund |
Ticker | Morningstar Category | ||||
JPMorgan Diversified Return Europe Equity ETF | JPEU | Europe Stock | ||||
JPMorgan Diversified Return US Equity ETF | JPUS | Large Blend | ||||
SPDR® Bloomberg Barclays Investment Grade Floating Rate ETF | FLRN | Short-Term Bond | ||||
SPDR® Dow Jones International Real Estate ETF | RWX | |
||||
SPDR® S&P 500 Fossil Fuel Reserves Free ETF | SPYX | Large Blend | ||||
Effective |
||||||
Fund |
Ticker | Morningstar Category | ||||
Deutsche X-trackers Municipal Infrastructure Revenue Bond ETF | RVNU | |
||||
|
DBAW | Foreign Large Blend | ||||
|
HDAW | Foreign Large Value | ||||
Deutsche X-trackers MSCI EAFE Hedged Equity ETF | DBEF | Foreign Large Blend | ||||
Deutsche X-trackers MSCI Emerging Markets Hedged Equity ETF | DBEM | Diversified Emerging Markets | ||||
Deutsche X-trackers MSCI Eurozone Hedged Equity ETF | DBEZ | Europe Stock | ||||
Guggenheim BulletShares 2023 High Yield Corporate Bond ETF | BSJN | High Yield Bond | ||||
Guggenheim BulletShares 2025 Corporate Bond ETF | BSCP | Corporate Bond | ||||
John Hancock Multifactor Consumer Discretionary ETF | JHMC | Consumer Cyclical | ||||
John Hancock Multifactor Financials ETF | JHMF | Financial | ||||
John Hancock Multifactor Healthcare ETF | JHMH | Heath | ||||
John Hancock Multifactor Large Cap ETF | JHML | Large-Cap Blend | ||||
John Hancock Multifactor Mid Cap ETF | JHMM | Mid-Cap Blend | ||||
John Hancock Multifactor Technology ETF | JHMT | Technology | ||||
A complete list of Schwab ETF OneSource ETFs is available here.
About Schwab ETF OneSource
Schwab ETF OneSource offers investors and advisors access to the most commission-free ETFs anywhere in the industry. Commission-free online trading is available to individual investors at Schwab, to approximately 7,000 independent investment advisors who use Schwab’s custodial services and through Schwab retirement accounts that permit trading of ETFs.
Schwab offers a range of resources to help clients choose ETFs that fit their investment needs, including the Schwab ETF Select List™, tutorials, education, research and tools available via Schwab’s online ETF center and live events at local Schwab branches.
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1 Conditions Apply: Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker (
2 Source:
Disclosures
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can obtain a prospectus by visiting schwab.com or calling 800-435-4000. Please read the prospectus carefully before investing.
Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).
Diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Deutsche X-trackers ETFs ("ETFs") are managed by
“ETF Securities” is a registered trademark of
Global X Funds is a registered trademark of
John Hancock ETFs are distributed by
J.P. Morgan Exchange-Traded Funds are distributed by
MainStay Investments® is a registered service mark and name under which
Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc. Alternative weighting approaches (i.e., using revenues as a weighting measure), while designed to enhance potential returns, may not produce the desired results.
PowerShares® is a registered trademark of
"SPDR" is a registered trademark of
USCF® and the United States Commodity Funds® are registered trademarks of United States Commodity Funds LLC Limited Liability Company Delaware. All rights reserved.
WisdomTree Investments, Inc., through its subsidiaries in the
Schwab ETFs are distributed by
Through its operating subsidiaries,
© 2017
(0117-SJ2G)
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