‘ Charles Schwab ’

Charles Schwab shaves fees on five core fixed income ETFs

Jan 7th, 2022 | By
Charles Schwab shaves fees on five core fixed income ETFs

Charles Schwab has trimmed the fees on five fixed income ETFs providing core Treasury and corporate bond exposures.


Schwab teams up with Ariel Investments to launch active small/mid-cap ESG ETF

Nov 4th, 2021 | By
John W. Rogers, Founder, co-CEO, and CIO at Ariel Investments

Schwab Asset Management has teamed up with Ariel Investments to launch a semi-transparent actively managed ETF providing value-focused exposure to small- and mid-cap US equities while incorporating ESG criteria.


Schwab launches global ex-US quality dividend ETF

May 3rd, 2021 | By
David Botset, Senior Vice President of Product Strategy for Schwab Asset Management

Schwab Asset Management has launched the Schwab International Dividend Equity ETF (SCHY US), a new ETF providing exposure to non-US stocks with quality fundamentals and a record of consistently paying dividends.


Euclid debuts actively managed tactical allocation ETF

Jan 7th, 2021 | By
John Creekmur, Principal at Euclid Investment Advisory

Bethesda, Maryland-based Euclid Investment Advisory has debuted its first ETF, an actively managed ETF of ETFs that utilizes technical analysis to shift tactically between various asset classes.


Commodity ETFs: It pays to do the research

Nov 23rd, 2020 | By
Commodity ETFs: It pays to do the research

By Emily Doak, Managing Director of ETF Research for Charles Schwab Investment Advisory.

Just because an investment drops in value doesn’t mean it’s a bargain.


JP Morgan expands ‘BetaBuilders’ suite with US small-cap ETF

Nov 16th, 2020 | By
JP Morgan unveils options-enhanced Nasdaq 100 ETF

JP Morgan Asset Management has added to its ‘BetaBuilders’ suite of low-cost, passively managed ETFs with the launch of the JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC US).


Goldman Sachs debuts core ‘MarketBeta’ ETFs

May 18th, 2020 | By
Goldman Sachs adds new US equity ‘MarketBeta’ ETF

Goldman Sachs Asset Management (GSAM) has become the latest investment giant to roll out its own range of competitively priced core ETFs. Debuting under the newly unveiled ‘MarketBeta’ brand, the three Cboe-listed ETFs track Solactive indices and provide economical access to market-cap-weighted portfolios of US, developed ex-North America, and emerging market stocks. They come with fees ranging from 0.07% to 0.36%.


Restrictive ETF classification proposal prompts fightback

May 18th, 2020 | By
A group of dominant asset managers is attempting to commandeer the ETF label.

A proposal by a cabal of dominant ETF issuers that calls on exchanges to adopt a new naming convention for exchange-traded products has prompted a backlash from smaller, innovative rivals who claim the move is anti-competitive.


Leveraged and inverse ETPs: Going, going, gone?

Apr 29th, 2020 | By
Simplify unveils 'Macro Strategy' multi-asset ETF

By Emily Doak, Managing Director of ETF Research for Charles Schwab Investment Advisory.

The record volatility of 2020 has been accompanied by a higher than usual number of exchange-traded product closures, especially among leveraged and inverse products.


JP Morgan expands ‘BetaBuilders’ suite with US mid-cap equity ETF

Apr 15th, 2020 | By
JPMorgan converts $1bn mutual fund into an ETF

JP Morgan Asset Management has added to its ‘BetaBuilders’ suite of low-cost, passively managed ETFs with the launch of the JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC US) on NYSE Arca. The fund is linked to the Morningstar US Mid Cap Target Market Exposure Extended Index and provides investors with liquid, cost-effective access to mid-cap equities trading in the US. It comes with an expense ratio of 0.07%.